THIS column was piqued by an article in the Financial Times that was published on March 21, titled The mutual fund at 100. Is it becoming obsolete? If you have access, I found it worth reading. Let me quote the opening:
Despite a plethora of risks, the first quarter of 2024 has turned out to be better than expected across markets, economics and geopolitics. But don’t get comfortable.
A veteran portfolio manager and senior leader at Capital Group discusses why investors should keep the faith in non-U.S. names and where she’s finding attractive opportunities today.
Our guest this week on The Long View is Jody Jonsson. Jody is a 33-year veteran of Capital Group, a Los Angeles-based investment manager, where she is vice…