Capital Ideas Podcast
Risk management: Investing amid uncertainty
Feb 6, 2025
Wesley Phoa is a portfolio manager for the American Funds Target Date Retirement Series® at Capital Group, bringing insights from the front lines of investment amidst global uncertainty. He discusses the dual nature of risk as both a challenge and an opportunity. The importance of scenario planning is emphasized, alongside personal anecdotes from his journey in finance, including how gaming culture intersects with investing. Wesley also explores the booming gaming industry’s impact, highlighting its growing relevance as an investment avenue.
26:07
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Quick takeaways
- Acknowledging uncertainty in investing allows for strategic planning, viewing it as both a risk and an opportunity for growth.
- Active portfolio management requires continuous evaluation of internal research and external signals to adapt strategies for changing market conditions.
Deep dives
Navigating Uncertainty in Investment
Investing during times of uncertainty is a challenge that requires a strategic approach. Acknowledging that uncertainty is a constant in the investment landscape, it is essential to view it as both a risk and an opportunity. Embracing this duality allows investors to prepare for various outcomes rather than betting on a single prediction. By using scenario planning, portfolio managers can navigate potential obstacles while identifying pathways to capitalize on emerging opportunities.
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