

Thinking outside the U.S. box: Emerging markets opportunities
9 snips Mar 13, 2025
In this engaging discussion, Brad Freer, an equity portfolio manager at Capital Group with three decades of expertise in emerging markets, dives into the potential of these markets as the decade's breakout star. He shares how evolving tech and social media in these regions present unique investment opportunities. Brad recounts a memorable moment when Prime Minister Narendra Modi retweeted one of his articles, amplifying Capital Group's insights on India. The conversation underscores the value of risk-taking in both investing and life.
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Winnie the Pooh and Tigger Costume Fail
- Brad Freer and Mike Gitlin wore Winnie the Pooh and Tigger costumes for Gitlin's daughter's birthday.
- The costumes didn't breathe, it was hot, and they scared the children.
Starting the Asian Trading Desk
- Freer and Lee Nipris started Capital Group's Asian trading desk in Singapore in 1996.
- A few months later, they experienced the Asian financial crisis.
Paranoia as an Investment Tool
- Some of Freer's best investments resulted from paranoia about potential risks.
- This often leads to controversial stock picks.