Capital Ideas Podcast

How the COVID pandemic may continue to shape society and investments

Apr 10, 2025
Cheryl Frank, an equity portfolio manager at Capital Group known for her expertise in healthcare and technology, joins Mike Gitlin to explore the enduring impacts of the pandemic on society and investments. They discuss the dynamic shifts in commercial real estate, healthcare regulations, and labor markets. Cheryl draws intriguing parallels between investing and dating from her popular research paper, stressing the significance of healthy investment relations. Tune in for insights on navigating crises and recognizing long-term opportunities!
Ask episode
Chapters
Books
Transcript
Episode notes