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.