

New York to Tokyo: Investing insights from a global nomad
Jan 16, 2025
Gerald Du Manoir, an accomplished equity portfolio manager at Capital Group with 33 years of experience, shares his global investment insights. He delves into how a nomadic lifestyle fuels curiosity, which in turn shapes smart investment decisions. Gerald discusses the impact of demographic trends and high interest rates on companies. He emphasizes the importance of adapting strategies to meet evolving consumer needs, while highlighting lessons learned from past economic shifts and the value of mentorship in navigating global markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Navigating Life and Careers: From Global Relocations to Investment Insights
03:25 • 3min
Investment Strategies in a Changing Landscape
06:00 • 20min
Navigating Economic Shifts and Investing in Cloud Innovations
25:52 • 2min
Global Investing Insights and Mentorship
27:41 • 4min
Balancing Lives: Gratitude for Family and Work
32:11 • 3min