Navigating the global recovery with Magellan
Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets.
Tune in to hear Chris explain Magellan’s view on the potential shape of the global economic recovery post the COVID-19 pandemic and how Magellan portfolios have changed in response to the crisis.
Chris also delves into the role of technology in a post-COVID world, and how changes in business and consumer behaviour may impact global tech giants Microsoft, Facebook and Amazon.
We also discuss China's recovery relative to other economies around the world and explain what this means for China's technology companies like Alibaba and Tencent.
Listen to the EL&C Baillieu podcast below or look it up on your preferred podcast platform. Please subscribe or follow to keep up to date.
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Nicolas Burgess, CFA is a research analyst at EL&C Baillieu Limited, focusing on small and mid-caps including the technology, diversified financials and insurance sectors. He has been an analyst for over 18 years and been at EL&C Baillieu since 2012.