Magellan Investment Briefings – Recordings

Magellan Investment Briefing - May 2011

Hamish Douglass, Portfolio Manager of the Magellan Global Fund and Chief Executive of Magellan Financial Group, gives his thoughts on the latest Global investment themes:

  • The US deficit  
  • Key macroeconomic challenges
  • Why the Australian market has outperformed over the past decade
  • What Magellan sees as the next big investment themes

Magellan Investment Briefing - November 2010

Hamish Douglass, Portfolio Manager of the Magellan Global Fund and Chief Executive of Magellan Financial Group, gives his latest insights into the following key topics:

  • Systematic financial system risk
  • Inflation v deflation – are your portfolios positioned appropriately?
  • The outlook for China and the implications of peak commodity intensity for portfolio construction.

Magellan Investment Briefing – May 2010

Hamish Douglass, Portfolio Manager of the Magellan Global Fund and Chief Executive of Magellan Financial Group, provides his insights into key investment drivers affecting global markets.

  • The European Sovereign Debt Crisis explained.
  • Outlook for the U.S economy
  • The China story – is it a growth bubble and what do we need to be aware of?
  • The likely impact of rising real interest rates.

 

Click here to view the 2009 Magellan Investment Briefing.

 

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