Martin Jacobs

Martin Jacobs and John Queen, portfolio managers at Capital Group, provide a compelling analysis of the 2025 economic landscape. They discuss the impact of geopolitical tensions on markets, emphasizing cautious optimism for long-term investors. Volatility is explored as a potential opportunity, with insights into managing risks through innovative investment strategies. The duo also highlights the significance of dividend-paying assets and the evolving bond market, while recommending insightful books that have influenced their investment philosophies.

Martin Jacobs, a seasoned portfolio manager at Capital Group with 23 years of experience, dives into exciting stories, including a legendary pickup basketball game with Michael Jordan. He discusses his concentrated investment approach, emphasizing the power of focusing on fewer stocks for better understanding and risk management. Martin also highlights the importance of leadership in investments and shares insights on long-term commitment and community engagement, especially through initiatives supporting low-income students.