Is 'The New Geography of Investing' still new?

Capital Group portfolio manager Rob Lovelace and investment director David Polak discuss "The New Geography of Investing," an approach to evaluating companies based on where they do business rather than where they are headquartered. Roughly a decade after Capital highlighted this concept in a white paper, is it still new? Is it still relevant to the global equity markets? And how will it fare in a world where globalization appears to be in retreat? #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://bit.ly/CG-Gitlin-playlist       This content is published by Capital Client Group, Inc.       U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq       To stay informed, follow us       LinkedIn: https://bit.ly/42uSYbm       YouTube: https://bit.ly/4dFTE1B       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 ©2024 Capital Group