Gerald Du Manoir, an accomplished equity portfolio manager at Capital Group with 33 years of experience, shares his global investment insights. He delves into how a nomadic lifestyle fuels curiosity, which in turn shapes smart investment decisions. Gerald discusses the impact of demographic trends and high interest rates on companies. He emphasizes the importance of adapting strategies to meet evolving consumer needs, while highlighting lessons learned from past economic shifts and the value of mentorship in navigating global markets.