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Building resilient portfolios in volatile markets

Building resilient portfolios in volatile markets

Capital Ideas Podcast · Capital Group

May 22, 202533m 16s

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Show Notes

Recent stock market volatility underscores the importance of diversification. Equity portfolio manager Diana Wagner shares with Mike Gitlin that such volatility can also unearth investment opportunities. She seeks durable companies that can perform well throughout an economic cycle, emphasizing pattern recognition, turnaround companies and the importance of culture. If you're interested in potential long-term investment ideas beyond artificial intelligence, this episode is for you.

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