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 14 November

Sam Kanaan
November 14, 2023

Morning Bell 13 November

Sophia Mavridis
November 13, 2023

Weekly Wrap 10 November

Sophia Mavridis
November 10, 2023

Morning Bell 10 November

Sam Kanaan
November 10, 2023

Morning Bell 9 November

Sophia Mavridis
November 9, 2023

Morning Bell 8 November

Sam Kanaan
November 8, 2023

Morning Bell 7 November

Sophia Mavridis
November 7, 2023

Morning Bell 6 November

Sam Kanaan
November 6, 2023

Weekly Wrap 3 November

Grady Wulff
November 3, 2023

Morning Bell 3 November

Sam Kanaan
November 3, 2023

Morning Bell 2 November

Grady Wulff
November 2, 2023

Morning Bell 1 November

Sam Kanaan
November 1, 2023