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 3 November

Sophia Mavridis
November 3, 2021

Morning Bell 2 November

Paulina Peters
November 2, 2021

Morning Bell 1 November

Sophia Mavridis
November 1, 2021

Weekly Wrap 29 October

Sophia Mavridis
October 29, 2021

Morning Bell 28 October

Paulina Peters
October 28, 2021

Morning Bell 27 October

Sophia Mavridis
October 27, 2021

Morning Bell 26 October

Paulina Peters
October 26, 2021

Morning Bell 25 October

Sophia Mavridis
October 25, 2021

Weekly Wrap 22 October

Sophia Mavridis
October 22, 2021

Morning Bell 21 October

Paulina Peters
October 21, 2021

Morning Bell 20 October

Jessica Amir
October 20, 2021

Morning Bell 19 October

Jessica Amir
October 19, 2021