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 9 May

Sophia Mavridis
May 9, 2023

Morning Bell 8 May

Grady Wulff
May 8, 2023

Weekly Wrap 5 May

Sophia Mavridis
May 5, 2023

Morning Bell 4 May

Grady Wulff
May 4, 2023

Morning Bell 3 May

Sophia Mavridis
May 3, 2023

Morning Bell 2 May

Sophia Mavridis
May 2, 2023

Morning Bell 1 May

Sophia Mavridis
May 1, 2023

Weekly Wrap 28 April

Sophia Mavridis
April 28, 2023

Morning Bell 28 April

Sophia Mavridis
April 28, 2023

Morning Bell 27 April

Grady Wulff
April 27, 2023

Morning Bell 26 April

Grady Wulff
April 26, 2023

Morning Bell 24 April

Grady Wulff
April 24, 2023