Magellan Global Markets and Portfolio Update – 1 April 2020

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Magellan Global Markets and Portfolio Update – 1 April 2020

Content provided by Magellan Asset Management Limited

Hamish Douglass, the Chairman and CIO at Magellan, talks about what market reaction to COVID-19 surprised him, why the portfolio has withstood the market ructions, what makes Estée Lauder and LVMH sound investments still and why inflation is not an immediate threat despite the massive fiscal and monetary stimulus.

Presented by: Hamish Douglass,  Chairman and CIO, Magellan Asset Management Limited

Duration: 44 minutes

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