Learning to thrive in unpredictable markets

Learning to thrive in unpredictable markets

In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons:

  • how to be comfortable with uncertainty,
  • why patience and trust in management matter, and
  • how optimism and discipline drive long-term investment success.

In this episode, Lisa speaks with host Mike Gitlin about navigating unpredictable markets and finding value where others see risk. #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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(318)

Bond talk: Which way interest rates?

Bond talk: Which way interest rates?

Capital Group fixed income manager John Queen discusses his outlook for the U.S. bond market as concerns about elevated inflation and rising debt levels spark a sell-off.   #CapGroupGlobal For ful...

10 Sep 34min

NFL Colts QB Daniel Jones on quiet leadership

NFL Colts QB Daniel Jones on quiet leadership

If there's one thing quarterback Daniel Jones has learned across three National Football League (NFL) teams, it's that leadership doesn't have to be loud. From walking on at Duke to navigating the int...

3 Sep 25min

Market leadership: U.S. vs international stocks

Market leadership: U.S. vs international stocks

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of U.S., international and emerging markets stocks. So far this year, emerging markets are winning, but can that cont...

27 Aug 31min

Investing through the AI transition

Investing through the AI transition

Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view: while technology evolves, the fundamenta...

20 Aug 25min

The next wave of defense spending

The next wave of defense spending

Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the $2.7 trillion defense industry. With ongoing wars in Ukraine and the Middle East, defense spending is on t...

13 Aug 25min

Who you become when you invest

Who you become when you invest

For Greg Miliotes, portfolio manager and Investment Group Oversight Chair, becoming an investor isn't about what you'll learn in a book or copying someone else's style. It's about curating your own pl...

6 Aug 23min

8 book recommendations for your summer reading list

8 book recommendations for your summer reading list

Looking for some great reading material on a hot summer day? We've got you covered. Here are eight compelling titles taken straight from the shelves of Capital Group portfolio managers, economists and...

30 Jul 9min

Follow the research, not the crowd

Follow the research, not the crowd

After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not "invent your own wheel." Driving outcomes for clients starts with following deep resea...

23 Jul 21min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
utbytte
rss-orjasater
rss-pa-konto
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
lederpodden
okonomiamatorene
liberal-halvtime
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
rss-markedspuls-2
lydartikler-fra-aftenposten