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 30 April

Grady Wulff
April 30, 2025

Morning Bell 29 April

Sophia Mavridis
April 29, 2025

Morning Bell 28 April

Grady Wulff
April 28, 2025

Morning Bell 24 April

Sophia Mavridis
April 24, 2025

Morning Bell 23 April

Sophia Mavridis
April 23, 2025

Morning Bell 22 April

Sam Kanaan
April 22, 2025

Morning Bell 17 April

Bell Direct
April 17, 2025

Morning Bell 16 April

Bell Direct
April 16, 2025

Morning Bell 15 April

Bell Direct
April 15, 2025

Morning Bell 14 April

Bell Direct
April 14, 2025

Weekly Wrap 11 April

Bell Direct
April 11, 2025