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!
32:05
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Quick takeaways
- Cheryl Frank emphasizes that changes in government regulations can significantly affect the healthcare industry, highlighting the need for investors to stay informed.
- The current investment landscape shows a potential shift towards undervalued defensive sectors like utilities and pharmaceuticals, which may thrive amid economic changes.
Deep dives
Early Exposure to Investing
Cheryl Frank's early experience with investing began with a modest inheritance from her grandmother, which provided her an initial foray into the world of finance. This early exposure helped her appreciate the significance of active management and the role of a good financial advisor. Although the portfolio included investments such as the Income Fund of America — typically suited for much older investors — it allowed her to learn about the market dynamics at a young age. Frank's experience underscored the importance of understanding a portfolio's composition and the necessity of ongoing management to adapt to the ever-changing economic landscape.
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