32 years of investing in a complicated jigsaw puzzle

Capital Ideas Investing Podcast

English - February 01, 2024 20:49 - 19 minutes - 44.2 MB - ★★★★★ - 228 ratings
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Previous Episode: Assessing the big gap between large- and small-cap stocks

Next Episode: Waiting for stocks to go on sale

As he prepares for retirement, Capital Group portfolio manager Jonathan Knowles reflects on 32 years in the investment business. The global equity markets and the macroeconomic environment are a “massively complicated jigsaw puzzle” that continues to humble and perplex him, even as he plans the next chapter of his life.

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