How are data and AI reshaping the future of active investing?

Markets are moving faster than ever. AI is changing how investment managers research, think and ultimately make decisions — and the edge lies in knowing how to use it.

In this episode of In The Know, Magellan’s Head of Distribution, Asia Pacific, Mark Burgess is joined by Rob Franklin, Research Manager at Vinva Investment Management, to unpack the evolution of AI in investment research, the growing importance of alternative data and why human judgement remains critical in navigating changing market regimes.

Rob also shares insights into how Vinva combines disciplined, systematic processes with technology-driven innovation to build diversified portfolios in an increasingly competitive investment landscape.

Affordability pressures, alongside rapid investment, are reshaping the US economic story in 2026 — and the impact is being felt far beyond headline growth.

In this episode of In The Know, Rebecca Hiscock-Croft, Investment Director for the Magellan Global Listed Infrastructure team, chats with Brett Loper, Executive Vice President for Policy at the Peter G. Peterson Foundation and Executive Director of the Peterson Solutions Fund, about what’s really driving the conversation on the ground — from the rising cost of housing and energy to the growing strain on household budgets.

They explore how surging demand from AI and data centres is adding new demands on power systems and infrastructure and why utilities and energy are becoming an increasingly important, if less visible part of the conversation.

With infrastructure and affordability now tightly linked, this discussion explores the forces set to define the next phase of the US economy.

How do you invest when markets feel driven by noise, narratives and sudden shocks?

In this episode, Emma Fisher, Deputy Head of Australian Equities at Airlie Funds Management and Joe Wright, Deputy Portfolio Manager, discuss how they navigate volatility by staying anchored to process, fundamentals and valuation.

They unpack the resurgence of “real assets”, the sharp sell-off in software and classifieds and why AI disruption fears may be creating opportunities in quality businesses. Emma and Joe also explore gold, commodities and portfolio positioning, discussing that while narratives can drive short-term moves, long-term returns are still shaped by earnings, balance sheets and disciplined stock selection.