Jody Jonsson

Jody Jonsson, Vice Chair of Capital Group and expert in global regulatory affairs, joins to share insights on future market trends. They discuss the rise of artificial intelligence and its transformative effects on industries, especially healthcare. The conversation navigates through the current economic landscape, emphasizing stable GDP growth and opportunities in bond markets as rates adjust. Additionally, revival in IPO activity and the shift in private equity funding strategies are explored, highlighting a dynamic 2025 ahead.

Jody Jonsson and Chit Purani, both Capital Group portfolio managers, dissect the impacts of rising tariffs on global markets. Jody provides insights on equity market volatility, stressing the importance of diversification and long-term strategies amid trade tensions. Chit discusses fixed income strategies, focusing on interest rate duration and credit quality for portfolio resilience. They share valuable lessons from past economic downturns, emphasizing adaptability and patience for investors navigating uncertain times.

In this engaging discussion, Jody Jonsson, Vice Chair of Capital Group and an experienced pilot, shares her unique perspective on investing. She reveals how piloting has informed her approach to evaluating aerospace companies. Jody dives into her journey of investment strategy evolution, focusing on long-term successes in healthcare and insurance. Listeners will be captivated by her adventurous aerobatic experiences and the transformative power of mentorship in both aviation and finance.

Portfolio managers Jody Jonsson and Chris Buchbinder discuss investment opportunities, AI, tech dividends, and Japan's rise. They explore economic outlook, AI investments, tech bubbles, dividend shifts in tech, and advocating for investor interests in DC and the Pentagon.

Jody Jonsson, 33-year veteran of Capital Group, vice chair at Capital Group and portfolio manager on American Funds New Perspective, discusses active and passive investing, the impact of AI on equity markets, innovation and growth potential in healthcare and industrial sectors, defensive investments, importance of dividends, and active ETFs and their capacity.