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Navigating the global recovery with Magellan
Manage episode 262973195 series 2599485
Content provided by Ord Minnett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ord Minnett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets. Tune in to hear Chris explain: • Magellan’s view on the shape of the global economic recovery post the COVID-19 pandemic; • How Magellan portfolios have changed in response to the crisis; • The role of technology in a post-COVID economy; • How China is performing relative to other economies; and • How the pandemic is impacting key technology stocks such as Microsoft, Facebook, Amazon, Alibaba and Tencent.
…
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29 episodes
Manage episode 262973195 series 2599485
Content provided by Ord Minnett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ord Minnett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Chris Wheldon, Portfolio Manager at Magellan, joins the EL&C Baillieu podcast in a wide-ranging discussion on the global economy and the outlook for markets. Tune in to hear Chris explain: • Magellan’s view on the shape of the global economic recovery post the COVID-19 pandemic; • How Magellan portfolios have changed in response to the crisis; • The role of technology in a post-COVID economy; • How China is performing relative to other economies; and • How the pandemic is impacting key technology stocks such as Microsoft, Facebook, Amazon, Alibaba and Tencent.
…
continue reading
29 episodes
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