Capital IdeasTM

Investment insights from Capital Group

Back to the future: Lessons from past, insights for tomorrow
Rob Lovelace
Equity portfolio manager

Whether it is the rapid expansion of disruptive technologies or shifts in strategic relationships, change provides a wealth of investment opportunities.

And if there is one thing that defines what’s happening right now, it’s change.

The mantra of the Capital Group New Perspective strategy is to benefit from changes in global trade patterns. Often this is misinterpreted as increasing global trade. But the focus is on the change.

As the world undergoes a rewiring – whether it’s reshoring or nearshoring, or a shift from physical trade to digital trade – the New Perspective strategy is focused on who will be the likely winners, while seeking to avoid the losers.

Equity portfolio manager Rob Lovelace provides his insightful views on the dominance of tech companies and the “Magnificent Seven”, the potential emergence of a golden age of health care and the multinational companies with resilient characteristic that could help investors navigate an uncertain environment ahead.

Rob Lovelace is an equity portfolio manager and chair of Capital International, Inc. Rob has 37 years of investment industry experience, all with Capital Group. Earlier in his career, Rob was an equity investment analyst at Capital covering global mining & metals companies and companies domiciled in Mexico and the Philippines. He holds a bachelor’s degree in mineral economics (geology) from Princeton University, graduating summa cum laude and Phi Beta Kappa. He also holds the Chartered Financial Analyst® designation. Rob is based in Los Angeles.

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Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.

Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.