Global opportunities amid COVID-19 with Hamish Douglass

Bell Potter


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

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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.

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.

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