Relative Return: The long view – megatrends to watch
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.
Sponsored by:
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