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

Tue 22 September 2020 03:24 PM

Recent articles

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.

Recent articles

The US election and the potential impact on your portfolio

The US Federal election campaign is already closer than many punters are willing to call, and there are several potential outcomes that have implications for investors.

7 October 2020

NTR1936 Social Media Tile 800x446 YW hallway

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

22 September 2020

The global outlook – punishing savers and rewarding investors

While debt grows around the world, equity markets are returning to their highs. So what does this mean for investors?

9 September 2020

NTR1936 Social Media Tile 800x446 YW silverwall

Famed investment manager declares speculative mania in global stocks

Platinum International is one of Australia’s most widely held professional investment managers, and its CIO, Andrew Clifford, is worried. On a historical basis, he and his team fear that global markets are heading into bubble territory, with potentially catastrophic consequences for investors.

26 August 2020