Hamish Douglass (CEO Magellan Financial Group) talks with Mark Draper (Adviser, GEM Capital) about his views on the current state of global financial markets.
In particular Hamish discusses:
1. How he does not believe that the US will default on their debt
2. Withdrawal of US stimulus in the form of Quant Easing and what investors should be watching in this process
3. How the Magellan Global Fund is positioned to generate returns for investors over the next 3 years
For more information on our views http://staging.gemcapital.com.au