with Jody Jonsson - Equity Portfolio Manager, Steve Watson - Equity Portfolio Manager, Harold La - Equity Portfolio Manager and Anne Vandenabeele - Economist
Key takeaways
- More geopolitical shifts that could lead to structural changes in the global economy could materialise in the coming decade.
- Rigid classifications such as value and growth have their limitations and may not be the most accurate reflection of a company’s business.
- Innovation and technology can continue to thrive and generate attractive investment opportunities in the current environment.
Today, interdecadal shifts are happening on three fronts – inflation, interest rates and geopolitics. This confluence of factors has triggered a change in equity market leadership (from growth to value stocks) and inadvertently created a rapidly changing investment backdrop, generating challenges as well as opportunities for investors. In this paper, we spoke with several Capital Group investment professionals to gather their thoughts on the global economy and understand how they are investing in a world in transition.
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