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The Long View

Jody Jonsson: The Case for a Global Portfolio

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 23 January 2024

⏱️ 53 minutes

🧾️ Download transcript

Summary

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.

Transcript

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0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York, purchase New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:33.1

Hi, and welcome to The Longview. I'm Dan Levkovitz, strategist for Morningstar Indexes.

0:38.0

And I'm Christine Ben's director of personal finance and retirement planning for Morningstar.

0:42.4

Our guest this week on The Longview is Jody Johnson. Jody is a 33-year veteran of Capital

0:47.5

Group, a Los Angeles-based investment manager, where she is vice chair. Since 2005, Jody has been a

0:53.3

portfolio manager on American Fund's New

0:55.7

Perspective, a global equity strategy for which she has been honored with various Morning Star

1:00.1

awards over the years. She serves on the management committee and the Target Date Solutions

1:04.2

Committee for Capital and was an equity analyst for many years after getting degrees from Princeton

1:09.1

and Stanford. Jody, thanks so much for joining us on The Longview.

1:13.7

Oh, it's my pleasure to be here. Thanks for having me.

1:16.8

Sure. So you are part of an organizational transition at Capital Group.

1:21.6

Many of our listeners will be investors in the American funds or Capital International

1:25.7

strategies or advisors who use them,

1:27.8

and they'll know that organizational turnover is not common in your organization. So how are

1:32.7

things changing? Well, this is really an evolution, not a revolution. This is a continuing

1:40.6

evolution of ways in which our company has been evolving for a long time.

...

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