Magellan Asset Management’s Hamish Douglass shares his thoughts with Informed Investor about where we are currently placed in the economic cycle.
Key points in the video:
- Recent economic indicators and what they are telling us
- How the Federal Reserve’s policy backflip might affect market sentiment
- The potential flow-on effect of any inflationary signs in the US
- Cyclical resources and why they don’t play a more offensive role in Magellan’s global portfolios.
Hamish Douglass is Co-Founder, Chairman and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio Manager of Magellan’s Global Equity strategies.
Hamish is a former member of the Australian government’s Financial Literacy Board, the Australian government’s Takeovers Panel, the Australian government’s Foreign Investment Review Board and the Forum of Young Global Leaders – World Economic Forum. Hamish is a Director of the Victor Chang Cardiac Research Institute.