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 21 August

Bell Direct
August 21, 2025

Morning Bell 20 August

Bell Direct
August 20, 2025

Morning Bell 19 August

Bell Direct
August 19, 2025

Morning Bell 18 August

Bell Direct
August 18, 2025

Morning Bell 14 August

Bell Direct
August 14, 2025

Morning Bell 13 August

Bell Direct
August 13, 2025

Morning Bell 12 August

Bell Direct
August 12, 2025

Morning Bell 11 August

Bell Direct
August 11, 2025