330. The art of long-term investing

FundCalibre - Investing on the go

In this episode, we’re focusing on the Capital Group New Perspective strategy which has consistently outperformed global equity markets over its 50+ year history. Investment director, Steve Smith, explains how the strategy’s structural flexibility and focus on multinational companies have driven its success across various market environments. We explore current market views, including inflation, economic growth, and the emerging trends that are shaping the future of global equity markets. Additionally, we cover the strategy's unique approach to balancing innovation with stability, making it a reliable core investment for long-term portfolios.

What’s covered in this episode:

• Introduction to the New Perspective fund
• What differentiates the fund in the IA Global sector?
• Identifying global champions before the markets
• The unique management structure of the fund
• Implications of economic growth inflation and interest rates
• Outlook for global equities
• Entering a new period of economic regime
• Positioning the fund today
• What areas of healthcare are most attractive?
• What is the industrial renaissance? How does it fit into the fund?
• Is this strategy still relevant today?
• Where does New Perspective fit in a portfolio?

More about the fund:

This is the flagship global equities strategy of Capital Group and is now available as a UK-domiciled OEIC. It has a track record of 50 years, investing in some of the world’s largest multinational firms that are able to benefit from transformational changes in the global economy. The fund has a unique multiple-manager structure, with each of the nine named managers running their ‘sleeve’ in their own way. Their best ideas are blended together for a diversified portfolio.

Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.