Global investing has experienced a subtle but defining shift in recent years, and Capital Group portfolio manager Rob Lovelace has been watching it like a hawk. This “new geography” has given rise to what he calls a new breed of company — one whose business model is probably more resilient as our global trade infrastructure changes. In this episode, Rob explains how these dynamics have shaped his approach to investing and shares formative stories from his 31-year career.
Listen and learn:
- The New Geography of Investing® — what it is and what it means for investors
- Is globalization an endangered species?
- The secrets legendary Mexican investor Carlos Slim keeps in his little notebook
Read about today’s international stock outlook.
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