Capital Ideas Podcast

Is 'The New Geography of Investing' still new?


Listen Later

Capital Group portfolio manager Rob Lovelace and investment director David Polak discuss "The New Geography of Investing," an approach to evaluating companies based on where they do business rather than where they are headquartered. Roughly a decade after Capital highlighted this concept in a white paper, is it still new? Is it still relevant to the global equity markets? And how will it fare in a world where globalization appears to be in retreat? #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://bit.ly/CG-Gitlin-playlist

 

 

 

This content is published by Capital Client Group, Inc.

 

 

 

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

 

 

 

To stay informed, follow us

 

 

 

LinkedIn: https://bit.ly/42uSYbm

 

 

 

YouTube: https://bit.ly/4dFTE1B

 

 

 

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 ©2024 Capital Group

...more
View all episodesView all episodes
Download on the App Store

Capital Ideas PodcastBy Capital Group

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

258 ratings


More shows like Capital Ideas Podcast

View all
Investing Insights by Morningstar

Investing Insights

481 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

192 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

93 Listeners

Masters in Business by Bloomberg

Masters in Business

2,180 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

983 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

923 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

815 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

269 Listeners

The Long View by Morningstar

The Long View

848 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,283 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,530 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

104 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

411 Listeners

Barron's Live by Barron's Live

Barron's Live

189 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

75 Listeners