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Capital Ideas Investing Podcast
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.
34:50
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Quick takeaways
- Gerald Du Manoir highlights the critical role of curiosity in investing, driving a long-term strategy that embraces diverse opportunities and market dynamics.
- He emphasizes the need for companies to adapt continuously, recognizing the impact of macroeconomic factors and inflection points on investment success.
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Support and Safety During Crisis
The recent wildfires in Los Angeles County have deeply impacted the community, prompting a strong emphasis on the importance of safety and support for associates. The organization places the highest priority on the safety of its employees, ensuring they have the resources needed during such difficult times. Acknowledging the historical connection to Los Angeles, the organization emphasizes its commitment to the three C's: colleagues, clients, and community. Gratitude is expressed towards firefighters, first responders, and colleagues who have rallied together to support one another and maintain operational continuity.
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