Capital Ideas Podcast
The future of global equities
Jul 25, 2024
Capital Group portfolio managers Rob Lovelace and Noriko Chen discuss the future of global equities focusing on the impact of tariffs on the world economy. They explore macro factors affecting global equities, including the dominance of the U.S., growth in China, and potential in India. The podcast also delves into structural factors and management practices influencing company profitability in different regions, as well as the trends in European companies diversifying revenue outside of Europe.
32:41
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Quick takeaways
- Global equity trends have shifted from Japan in the 80s to China in the 90s, US dominance in the 2010s.
- Multinationals are adapting to tariffs by diversifying production, investing in countries like India and Mexico.
Deep dives
Observations on Global Equity Trends Over Decades
Over the past decades, global equity trends have evolved significantly. In the 80s, the focus was on Japan and Southeast Asia for growth. The emergence of emerging markets in the 90s, particularly China, shifted investment interests. The 2000s saw China's rise as an offset to global challenges. The US dominated in the 2010s, driven by technology and media growth.
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