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長期投資
5 keys to investing in 2025
Rob Lovelace
Equity portfolio manager
Jared Franz
Economist
Lara Pellini
Equity Portfolio Manager
Mark Casey
Equity Portfolio Manager
Cheryl Frank
Equity Portfolio Manager
Graham Holloway
Past chairman of American Funds Distributors
2025年1月16日
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As we enter 2025, market optimism is high amid a strong US economy, interest rate cuts and advances in artificial intelligence. The landscape continues to evolve, presenting challenges and opportunities for investors.


The S&P 500 Index ended 2024 up 25% in US dollar terms, after topping 26% in 2023. But whether this year will be a three-peat of gains hangs on factors beyond investors’ control; instead, we advocate a long-term approach and a “stay invested” mindset.


Against this backdrop, our latest 5 keys to investing report highlights some interesting takeaways about the current environment and shares potential actions to consider as investors evaluate the year ahead.


As Capital Group’s Rob Lovelace highlights in his introduction to the report, the global economic outlook is improving, particularly in the US. Investors from around the world are attracted to the US given its many advantages, including an entrepreneurial spirit, access to capital and the kind of robust infrastructure needed to support growth.


This environment has fostered incredible innovation, especially related to artificial intelligence and drug discovery. We call them megatrends, and they have started to create opportunities in a host of other areas, from industrial companies to the energy sector.


Staying focused on the fundamentals with a multi-year horizon will be key to successfully navigating these changes.


Rob Lovelace is an equity portfolio manager and chair of Capital International, Inc. He has 39 years of investment industry experience (as of 12/31/2024). He holds a bachelor’s degree in mineral economics from Princeton University. He also holds the Chartered Financial Analyst® designation.

Jared Franz is an economist with 19 years of investment industry experience (as of 12/31/2024). He holds a PhD in economics from the University of Illinois at Chicago and a bachelor’s degree in mathematics from Northwestern University.

Lara Pellini is an equity portfolio manager at Capital Group. As an equity investment analyst, she covers European, Eurasian and Latin American retail and luxury goods. She has 23 years of investment experience, all with Capital Group. Lara began her career at Capital as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. 

Mark Casey is an equity portfolio manager with 24 years of investment industry experience (as of 12/31/2024). He holds an MBA from Harvard and a bachelor’s degree from Yale.

Cheryl Frank is an equity portfolio manager with 27 years of investment industry experience (as of 12/31/2024). She holds an MBA from Stanford and a bachelor’s degree from Harvard.

Graham Holloway is a past chairman of American Funds Distributors, now known as Capital Client Group, Inc.

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