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This podcast episode

Relative Return: The long view – megatrends to watch

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In this episode of Relative Return, host Keith Ford speaks with Matt Reynolds, investment director at Capital Group, about how the firm’s history and fundamental research help it maintain a long-term investing mindset.

Listen as they discuss:

  • The companies successfully incorporating AI.
  • The long-term potential of healthcare stocks.
  • How investors can maintain a long-term horizon.
  • Capital Group’s 93-year history of investing.
  • Trends observed in computation and retail.
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Sponsored by:
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PREVIOUS EPISODES

Relative Return: The role of real estate in a portfolio Listen Now
Relative Return: The appeal of global private credit Listen Now
Relative Return: What can we learn from behavioural finance? Listen Now
 
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