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Wednesday, 20 October 2021
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On the sidelines of the Morningstar Conference, the Magellan co-founder reflects on the pandemic and which sectors are set to gain and lose. He says we were lucky the pandemic hit when it did (videos and transcripts).
Exclusive: Hamish Douglass’s 13 lessons from years of investing include how to find the right investments, how to let investments work for you, risk management and the best temperament.
At the 2019 Morningstar Investment Conference, Tim Murphy sat down with Hamish Douglass to discuss how Magellan was transformed from a new business during the GFC to managing $83 billion now.
Artificial Intelligence is developing faster than the ethical issues is raises, as most people seem unconcerned about the impact of data trails and decision-making by algorithms. The response in time is likely to be more regulation.
Despite some challenges, not all companies that are consumer-focussed face difficult times. Some are well-positioned, and the market has sold them off to relatively low valuation multiples.
5G technology has amazing potential to step-change our lives with lower costs and higher speeds, but security and political concerns could delay, distort and add costs to its deployment.
Stocks are vulnerable if interest rates rise much faster than expected on inflation concerns. What is the probability of this heightened risk and what are the consequences for portfolios?
If you're still getting your head around blockchain, read this quick summary on the potential of distributed ledgers. The technology is not without problems but cannot be ignored.
Market risks are skewed to the downside for the next 12 to 18 months, and if the Federal Reserve is forced to counter inflation, a 30% broad-based correction in equity markets is a possibility.
Consumers are now having a bigger impact on China’s economic growth to the benefit of multinationals, but foreign companies can face boycotts when pursuing Chinese consumers.
The political ramifications of classifying robots as 'electronic persons' and the loss of jobs might nullify automation’s economic benefits for society.
Global stock markets could face the most volatile period since 2008-09. The danger is that US fiscal stimulus could fan inflation and lead to higher-than-expected interest rates. Risks are asymmetric to the downside.
The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?
We tend to forget that house prices often fall. Direct lending controls are more effective than rate rises because macroprudential limits affect the volume of money for housing leaving business rates untouched.
The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?
Any policy decision needs to recognise who is affected by a change. It pays to check the data on who pays taxes, who owns assets and who earns the income to ensure an equitable and efficient outcome.
With articles on the pensions assets test read about 40,000 times, 3,500 survey responses and thousands of comments, there was a lot of great reader participation. A few comments added extra insights.
It is hard to think of any area of widespread public concern where the same policies have been pursued for so long, in the face of such incontrovertible evidence that they have failed to achieve their objectives.