’Magellan - In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more. Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.
Episodes
Monday Mar 29, 2021
Monday Mar 29, 2021
Welcome to this special bonus episode of ‘Magellan in the Know’. Frank Casarotti, GM of Distribution at Magellan recently interviewed Hamish Douglass, Chairman and CIO, for a live investor webinar called ‘The Year of Living Dangerously’. In this bonus episode you can hear a recording of that interview.
As COVID-19 vaccination programs gather pace around the world, so too does a sense of optimism that the virus will be defeated and that global economies will finally move on. But is this optimism really warranted, particularly when it comes to investing? In this interview, Hamish Douglass, considers the efficacy of the newly developed vaccines against the growing number of viral mutations that have the potential to threaten a recovery from the pandemic.