

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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 5min
Global Equities and Macroeconomic Factors
04:51 • 8min
Exploring Structural Factors and Management Practices in Global Equities
12:48 • 4min
Global Tariff Trends and Market Responses
16:27 • 11min
Analyzing Economic Trends and Investment Opportunities in Europe
27:18 • 5min