Skip to main content

Global opportunities amid COVID-19 with Hamish Douglass

Jessica Amir
September 25, 2020

Magellan Chairman and CIO Hamish Douglass caught up with our very own Jessica Amir to discuss global opportunities amid COVID-19.

In the interview, Hamish shares his thoughts on the gap between the U.S. economy and share market, and reveals what to watch when it comes to the U.S. election.

Hamish also sheds light on how COVID-19 is changing our behaviours, and how to look at such trends as investment opportunities.

In this video, Hamish talks about:

  • (0:50) The gap between the U.S. economy and share market
  • (5:00) The U.S. presidential election
  • (10:09) Reducing MFG’s cash position
  • (12:09) Why MFG has reduced its healthcare exposure
  • (12:53) ‘Pandemic resistant’ stocks MFG has been buying
  • (16:29) Investments to watch amid the US-China tension
  • (20:29) The biggest risks to stock selection
  • (24:05) The biggest opportunities amid the pandemic
  • (29:58) The pandemic and Magellan’s business and staff

The Spectrum Strategic Income Fund

Bell Direct
November 6, 2018

The Schroder Fixed Income Fund

Bell Direct
November 6, 2018

The Schroder Absolute Return Income Fund

Bell Direct
November 6, 2018

Market Update

Julia Lee
September 21, 2018

Equity Investor 17 September

Julia Lee
September 18, 2018

Equity Investor 10 September

Julia Lee
September 11, 2018

Equity Investor 3 September

Julia Lee
September 4, 2018

Market Update

Julia Lee
August 31, 2018

Equity Investor 27 August

Julia Lee
August 28, 2018

Market Update

Julia Lee
August 27, 2018

Market Update

Julia Lee
August 24, 2018