14 min

Durable secular trends Capital Ideas Australia Podcast

    • Investing

In this episode, Equity Investment Director Matt Reynolds engages with Jody Jonsson, Vice Chair of Capital Group and Portfolio Manager, covering three significant areas. Firstly, Jody shares her current perspectives on the markets and highlights areas that she’s finding interesting. Secondly, as a US-based investor with a global outlook, Jody discusses the types of companies she actively seeks and highlights their long-term attributes. Finally, the discussion delves into the durable secular growth drivers that are poised to shape future results.
 
FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

In this episode, Equity Investment Director Matt Reynolds engages with Jody Jonsson, Vice Chair of Capital Group and Portfolio Manager, covering three significant areas. Firstly, Jody shares her current perspectives on the markets and highlights areas that she’s finding interesting. Secondly, as a US-based investor with a global outlook, Jody discusses the types of companies she actively seeks and highlights their long-term attributes. Finally, the discussion delves into the durable secular growth drivers that are poised to shape future results.
 
FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

14 min