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

Weekly Wrap 28 June

Bell Direct
June 28, 2024

Morning Bell 28 June

Bell Direct
June 28, 2024

Morning Bell 27 June

Bell Direct
June 27, 2024

Morning Bell 26 June

Bell Direct
June 26, 2024

Morning Bell 25 June

Bell Direct
June 25, 2024

Morning Bell 24 June

Bell Direct
June 24, 2024

Weekly Wrap 21 June

Bell Direct
June 21, 2024

Morning Bell 20 June

Bell Direct
June 20, 2024

Morning Bell 18 June

Bell Direct
June 18, 2024

How to: Directors Interest Tool

Bell Direct
June 17, 2024