Hilda Applbaum

In this discussion, Paul Benjamin, a portfolio manager at Capital Group with expertise in technology and AI, teams up with Hilda Applbaum, a multi-asset allocation specialist. They delve into asset allocation strategies amidst economic uncertainty. Hilda shares insights on dividends and investment prospects in the realm of fallen angels. Meanwhile, Paul highlights sectors poised for growth due to the AI revolution. Together, they offer compelling strategies for navigating stocks, bonds, and the complexities of today’s financial landscape.

Hilda Applbaum, an equity portfolio manager at Capital Group with 30 years of experience in dividend investing, shares her insights on resilient investment strategies. She discusses the critical role of company management and red flags to watch out for. Hilda divides her portfolio into three buckets to navigate market volatility and emphasizes the need for discipline and adaptability in investing. Her personal journey, shaped by the resilience of her Holocaust survivor parents, adds depth to her investment philosophy, reminding listeners of the power of gratitude and strong support systems.