Lisa Thompson

Lisa Thompson, a seasoned Capital Group portfolio manager with 37 years in international markets, shares insights on how emerging markets can thrive amid U.S.-China trade tensions. She discusses the potential for these markets to gain from rebalancing global trade and the importance of currency stabilization. Challenges and adaptability in emerging markets like China and Mexico are explored. Thompson predicts a new wave of companies leading the market, emphasizing strategic investment opportunities arising from shifting global capital.