Emerging markets investing: Four decades of wisdom скачать в хорошем качестве

Emerging markets investing: Four decades of wisdom

#CapGroupGlobal Capital Group’s Mike Gitlin interviews pioneering emerging markets investor Victor Kohn as he retires after four decades in the business. Kohn, who helped manage the world's first emerging markets equity fund launched in 1986, discusses how the global investment landscape has changed, his early days as an analyst covering South America, and why he continues to hold a positive outlook on China — the world’s largest emerging market economy. Listen on Apple: https://bit.ly/4hvKPd7 Listen on Spotify: https://bit.ly/4gfQwLf 00:00 Introduction 01:35 Background and parents' influence on you 02:46 Talk about becoming a U.S. citizen 04:49 Tell us about starting as an equity analyst covering South America 05:49 What were research trips like in the "ABCs" during the '80s? 07:04 Does the term emerging markets matter today, or is it more about the companies? 08:16 Do you have a soft spot in your investment portfolio for certain countries? 09:22 Will there still be long-term opportunities in China? 10:33 What's changed in how you do your job today vs the '80s and '90s? 12:35 Office treasure hunt 14:12 Do you have a concentrated or diversified portfolio? 15:15 Is currency a big consideration in how you invest? 16:12 Tell us about some lessons learned 18:00 What's your investment edge, and how has it changed? 19:13 What advice do you give early career analysts? 20:35 How do you guide early career analysts who make a mistake? 22:53 Quick hits from 39 years at Capital Group 26:06 Talk about the changes and opportunities in India 27:40 Who was your best mentor? 29:25 Favorite Capital Group memory? 30:27 Obsessively grateful moment This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2025, all rights reserved. For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures.