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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