Kohei Higashi

Kohei Higashi, a portfolio manager at Capital Group, dives into the complexities of global equities amid rising protectionism and deglobalization. He shares insights on how agile multinationals and defense contractors can thrive in this new world, highlighting dynamic firms like Northrop Grumman. Kohei emphasizes the critical role of stock selection and advises young investors to engage in field research. He also discusses the lasting impact of automation and AI, revealing fascinating investment lessons from his experiences with companies like Hitachi and Kia.