Hamish Douglass provides an update on recent performance, what the latest vaccine mutation could mean for markets, discusses Chinese stock Alibaba and outlines what he’s looking for in 2021. (Viewing time: 39 mins)
Winds of change: Vaccine relief, a new US government and the acceleration of e-commerce
With the roll-out of vaccines to combat COVID-19, a new president in the White House come January, and a surge in online activity through 2020 shining a light on the giant global internet companies, Magellan rounds out the year with a focus on two key sectors in its global portfolios: healthcare and technology, as well as a look at what could lie ahead for investors in 2021.
(Listening time: 39 min)
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With the roll-out of vaccines to combat COVID-19, a new president in the White House come January, and a surge in online activity through 2020 shining a light on the giant global internet companies, Magellan rounds out the year with a focus on two key sectors in its global portfolios: healthcare and technology, as well as a look at what could lie ahead for investors in 2021. 
