21 min

New growth investing opportunities, part I Capital Ideas Investing Podcast

    • Investing

After a rough 2022, where can equity investors find growth opportunities? Equity portfolio manager Cheryl Frank discusses how she’s navigating an increasingly competitive tech sector, why company CEOs should make a habit of under-promising and over-delivering, and what inspired her to pursue an investment career growing up in Vermont. 
This episode is part of Capital Group’s “10 investment themes for 2023” series. Go to 10investmentthemes.com for more information.
Related resource:
10 investment themes for 2023 report 
For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. 
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

After a rough 2022, where can equity investors find growth opportunities? Equity portfolio manager Cheryl Frank discusses how she’s navigating an increasingly competitive tech sector, why company CEOs should make a habit of under-promising and over-delivering, and what inspired her to pursue an investment career growing up in Vermont. 
This episode is part of Capital Group’s “10 investment themes for 2023” series. Go to 10investmentthemes.com for more information.
Related resource:
10 investment themes for 2023 report 
For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. 
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

21 min