’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 Investment Partners as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more.
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Episodes
Thursday Dec 23, 2021
Thursday Dec 23, 2021
In this episode, one of the world’s foremost epidemiologists, and a member of President-elect Joe Biden's Transition COVID-19 Advisory Board, Dr Michael Osterholm, talks to Hamish Douglass, Magellan’s Chairman and CIO, about what he calls 'the coming viral blizzard’ and the arrival of the Omicron variant. He has some sobering news for anyone who thinks the pandemic is behind us, warning governments around the world will need to either drastically change their public health policies to deal with what will be an overwhelming situation for hospitals, or consider fresh lockdowns.