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!

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Intro

00:00 • 2min

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Investment Insights: Navigating Healthcare and Tech

01:56 • 21min

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A Culinary Competition Memory: The Iron Chef Experience

22:42 • 2min

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A Celebration of Insightful Literature

24:38 • 2min

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Parenting Insights and Family Activities

26:23 • 3min

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The Power of Gratitude in Professional Life

29:22 • 3min

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The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real estate and health care to labor market dynamics. Within health care, Cheryl discusses how regulatory changes could impact the industry significantly given the government’s role as the largest payer. She also shares insights from her widely read research paper, “The Girlfriends’ Guide to Stocks,” which compares investing to dating and highlights elements of a healthy long-term relationship. If you’re interested in learning about navigating crises and finding long-term investment opportunities, this episode is for you.

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