A good 15 minute interview with Hamish Douglass (co-founder and fund manager at Magellan Asset Management). He discusses:
- Obama’s re-election & the impending ‘fiscal cliff’;
- the transition of political power in China;
- the European economy; and
- the Magellan Global Fund’s portfolio composition
Worth a listen to as he touches on each of the three key areas getting a lot of play in the media.