Is 'The New Geography of Investing' still new?
Capital Ideas Podcast · Capital Group
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Show Notes
Capital Group portfolio manager Rob Lovelace and investment director David Polak discuss "The New Geography of Investing," an approach to evaluating companies based on where they do business rather than where they are headquartered. Roughly a decade after Capital highlighted this concept in a white paper, is it still new? Is it still relevant to the global equity markets? And how will it fare in a world where globalization appears to be in retreat? #CapGroupGlobal
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