Capital Ideas Podcast

How the COVID pandemic may continue to shape society and investments


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The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real estate and health care to labor market dynamics. Within health care, Cheryl discusses how regulatory changes could impact the industry significantly given the government’s role as the largest payer. She also shares insights from her widely read research paper, “The Girlfriends’ Guide to Stocks,” which compares investing to dating and highlights elements of a healthy long-term relationship. If you’re interested in learning about navigating crises and finding long-term investment opportunities, this episode is for you.

#CapGroupGlobal 

 

   

For full disclosures go to capitalgroup.com/global-disclosures 

 

   

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights. 

 

   

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi  

 

   

This content is published by Capital Client Group, Inc.  

 

   

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html  

 

   

To stay informed, follow us 

 

   

LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all  

 

   

YouTube: https://www.youtube.com/@CapitalGroup/videos  

 

   

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ 

 

   

About Capital Group 

 

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. 

 

   

Learn more: capitalgroup.com 

 

   

Join us: capitalgroup.com/about-us/careers.html 

 

   

Copyright ©2025 Capital Group

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Capital Ideas PodcastBy Capital Group

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