Global opportunities amid COVID-19 with Hamish Douglass
We sat down with Hamish Douglass, CIO of Magellan Asset Management to discuss global opportunities amid COVID-19.
In this interview, Hamish discusses the gap between the U.S. economy and share market, what to watch when it comes to the U.S. election and geopolitical risks, including US-China tensions.
Hamish shares how COVID-19 has influenced his outlook of markets and reveals where he sees ‘pandemic resistant’ investment opportunities.
In this video, Hamish speaks 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 in consideration of US-China tension
- (20:29) The biggest risks to stock selection
- (24:05) The biggest opportunities amid the pandemic
Not already a Livewire member?
Sign up today to get free access to investment ideas and strategies from Australia’s leading investors.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to a diversified client base that includes individuals, institutions and corporations.
........
The information in this article is General Advice only. Your personal financial situation and objectives have not been taken into account. If you wish to discuss a specific investment in any of the products mentioned in this article you should contact an adviser.
3 topics
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
This recently triggered market signal has never failed to predict gains
Ophir Asset Management