Hamish Douglass (CEO Magellan Financial Group) talks about 3 macro economic issues that investors should be thinking about at the moment.
Hamish believes that investors need to be thinking about rising long term interest rates, Italian financial system and China.
He is considered one of the best investors in Australia and his views are widely sought after.
He also talks about recent moves he has made in the fund he manages - Magellan Global Fund.