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 23 April

Sam Kanaan
April 23, 2024

Morning Bell 22 April

Grady Wulff
April 22, 2024

Morning Bell 19 April

Sam Kanaan
April 19, 2024

Morning Bell 18 April

Grady Wulff
April 18, 2024

Morning Bell 17 April

Grady Wulff
April 17, 2024

Morning Bell 16 April

Sam Kanaan
April 16, 2024

Morning Bell 15 April

Grady Wulff
April 15, 2024

7 Minutes with 7 Executives

Bell Direct
April 12, 2024

Weekly Wrap 12 April

Grady Wulff
April 12, 2024

Morning Bell 12 April

Sam Kanaan
April 12, 2024