Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment environment in the U.S., Europe and Asia, his love of geology, and the long-held belief that his biggest competitive advantage is time. #CapGroupGlobal #Investing #Money #CapitalIdeas

TOPICS
00:00 Introductions
01:24 The Capital System™
04:02 Primary research: Fuel injectors
06:27 Rob Lovelace office treasure hunt
09:51 Mineral economics and investing
12:45 Lessons learned from investing mistakes
14:43 Rob’s competitive advantage
18:25 Is it time to be a global investor?
23:09 Geography headwinds and tailwinds
27:13 Rob’s mentors
31:34 Obsessively grateful moment

For full disclosures go to https://www.capitalgroup.com/global-d....

Capital Group, home of American Funds Distributors, Inc. American funds aren’t registered for sales outside the U.S.

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at https://bit.ly/Get-Capital-Ideas. If you’re based outside of the U.S. visit https://www.capitalgroup.com for Capital Group insights.

UK investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

Learn more https://www.capitalgroup.com

Join us: https://www.capitalgroup.com/about-us...

Listen on:
Apple Podcast: https://apple.co/49rjDby
Spotify: https://spoti.fi/3vQEUgc

To stay informed follow us
LinkedIn: https://bit.ly/42uSYbm
YouTube: https://bit.ly/4bahmD0
Follow Mike Gitlin:   / mikegitlin  

Copyright ©2024 Capital Group