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Hamish Douglass: Covid, US elections and a 50% drop in the S&P500

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What are the key challenges Magellan founder Hamish Douglass is thinking about? In the midst of a pandemic, markets could grind higher by 20%, or drop by half – and investors need to be prepared for either scenario.

In this open and informative discussion, Hamish considers:

  • The likelihood of a vaccine, and what will happen if one isn’t found
  • Who will win the US election, and probable market reactions to a Biden-Harris presidency
  • Why rates that are lower for longer will continue to affect investors
  • China’s fight with the US and how it will affect global stocks, and
  • How to tilt your portfolio in a world where no outcome is certain.