Emerging markets investing: Four decades of wisdom

Capital Ideas Podcast - A podcast by Capital Group - Thursdays

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 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. #CapGroupGlobal         For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.         Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi     This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html     To stay informed, follow us:   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all     YouTube: https://www.youtube.com/@CapitalGroup/videos     Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   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: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group