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

Morning Bell 31 December

Bell Direct
December 31, 2019

Morning Bell 30 December

Bell Direct
December 30, 2019

From the Helm: Michael McCorry

Bell Direct
December 23, 2019

Morning Bell 23 December

Bell Direct
December 23, 2019

Morning Bell 19 December

Bell Direct
December 19, 2019

Morning Bell 18 December

Bell Direct
December 18, 2019

Morning Bell 17 December

Bell Direct
December 17, 2019

Morning Bell 16 December

Bell Direct
December 16, 2019

Morning Bell 12 December

Bell Direct
December 12, 2019

Morning Bell 10 December

Bell Direct
December 10, 2019

Morning Bell 9 December

Bell Direct
December 9, 2019

Weekly Wrap 6th December

Bell Direct
December 6, 2019