
Noriko Chen
Equity portfolio manager based in San Francisco with 26 years at Capital Group. She is also on the Capital Group Management Committee, helping to oversee the company.
Best podcasts with Noriko Chen
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Jul 25, 2024 • 33min
The future of global equities
Capital Group portfolio managers Rob Lovelace and Noriko Chen discuss the future of global equities focusing on the impact of tariffs on the world economy. They explore macro factors affecting global equities, including the dominance of the U.S., growth in China, and potential in India. The podcast also delves into structural factors and management practices influencing company profitability in different regions, as well as the trends in European companies diversifying revenue outside of Europe.

Jul 17, 2025 • 28min
Innovation in Asia and Europe: Why now matters
Noriko Chen, an equity portfolio manager with 26 years at Capital Group, shares her wealth of knowledge in this insightful discussion. She reflects on her diverse investment journey, from ice cream to Asian infrastructure. Noriko highlights the significant demand growth in China and the promising outlook for European banks. She champions the importance of mentorship for women and shares how reverse mentoring from younger analysts sharpens her perspective. Dive into her unique approach to navigating industry shifts and supporting the next generation.