How the COVID pandemic may continue to shape society and investments

The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real estate and health care to labor market dynamics. Within health care, Cheryl discusses how regulatory changes could impact the industry significantly given the government’s role as the largest payer. She also shares insights from her widely read research paper, “The Girlfriends’ Guide to Stocks,” which compares investing to dating and highlights elements of a healthy long-term relationship. If you’re interested in learning about navigating crises and finding long-term investment opportunities, this episode is for you. #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