Barron's Live
Barron's Live
Jan 27, 2021
How Student Loan Policy May Change Under A Biden Administration
Play • 30 min
Hear about the student loan market, the challenges borrowers are facing, and the policy changes we could see under the Biden administration.
WashingtonWise Investor
WashingtonWise Investor
Charles Schwab
Global Issues May Loom Large for Investors
While it feels like domestic priorities have been in the spotlight for months, global concerns can’t be dismissed. Jeff Kleintop, Schwab’s chief global investment strategist, joins host Mike Townsend to discuss international activity with implications for U.S. markets. From U.S.-China relations to the outlook for President Biden’s relationship with allies across Europe to prospects for emerging markets in 2021, Jeff helps shine a light on where the potential opportunities are for investors. Mike also shares his thoughts on the progress and timing of the latest economic stimulus bill, Washington’s new focus on the recent retail trading frenzy led by GameStop, Janet Yellen’s comments on tax increases in the administration’s next big bill, and the growing chatter about a possible delay in the April 15 tax deadline. _WashingtonWise Investor_ is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/WashingtonWise. If you enjoy the show, please leave a ★★★★★ rating or review on Apple Podcasts. Important Disclosures Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges, and expenses. Please read it carefully before investing. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance. Investing involves risk including loss of principal. Indexes are unmanaged, do not incur management fees, costs and expenses and cannot be invested in directly. For more information on indexes please see www.schwab.com/indexdefinitions. All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks. (0221-186S)
27 min
The Long View
The Long View
Morningstar
Hamish Douglass: On the Hunt for Super-Compounding Stocks
Our guest this week is Hamish Douglass. He is the co-founder, chairman, and chief investment officer of Magellan Financial Group, a roughly $80 billion asset-management firm with headquarters in Sydney. Among his duties, Douglass is lead manager of the Magellan Global Equity strategy, which is a concentrated portfolio of high-quality growth stocks. That strategy has been very successful since its July 2007 inception, handily beating its benchmark, the MSCI World Index, with significantly less risk. Before forming Magellan in 2006, Douglass was co-head of global banking for Deutsche Bank in Australia and New Zealand. He received his undergraduate degree from the University of New South Wales. Background Bio Frontier MFG Global Equity "The Essential Balance: Independent Thinker, Team Player," by Rebecca Thurlow, _The Wall Street Journal_, Dec. 11, 2006. "Learn More About Magellan's Global Equity Strategy," Magellan, July 2019. "Being a Successful Investor," by Hamish Douglass, MFG Asset Management. Investment Style and Portfolio Construction "10 Cognitive Biases That Can Lead to Investment Mistakes," by Hamish Douglass, Magellan, May 2017. "Business Model Disruption Has Barely Begun," by Hamish Douglass, Firstlinks, Oct. 15, 2017. "Business Model Disruption--Part 2," by Hamish Douglass, Firstlinks, Oct. 19, 2017. "Passive Investing and Disruption," by Hamish Douglass, Magellan, July 2017. “13 of the best: reflections from an investor,” by Hamish Douglass, _Firstlinks_, July 31, 2019. "Hamish Douglass' Map for Investing This Decade," by Vesna Poljak, _Financial Review_, Jan. 24, 2020. "Hamish Douglass on What Really Matters," by Hamish Douglass and Frank Casarotti, Firstlinks, Oct. 21, 2020. "What Sort of Economy Awaits on the Other Side? Hamish Douglass Shares Four Possibilities," by Vishal Teckchandani, _Livewire_, April 1, 2020. "Magellan to Offer Low-Cost Investment Strategies," by Charlotte Grieve, _The Sydney Morning Herald_, Aug. 13, 2020. "China's Clampdown on Jack Ma's Ant Boosts Rivals," by Sun Yu and Tom Mitchell, _Financial Times_, Feb. 18, 2021.
50 min
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