Long-Term Investing
10 investment themes for 2023

1 hour CE credit for CFP and CIMA*

60 MIN WEBINAR

 


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Global markets are in a period of transition, driven by forces that will likely define the next decade of investing. After 10 years dominated by the tech sector, broader market leadership is expected to emerge. Equity portfolio managers Jody Jonsson and Martin Romo discuss the trends and companies they're closely following and the opportunities they may offer investors.


Event date: Thursday, February 23, 2023

Martin Romo is chair and chief investment officer of Capital Group. He is also the president of Capital Research Company, Inc, serves on the Capital Group Management Committee and is an equity portfolio manager with 31 years of investment experience (as of 12/31/2023). He holds an MBA from Stanford and a bachelor's degree from the University of California, Berkeley.

Jody Jonsson is vice chair of Capital Group and president of Capital Research and Management Company. She also serves on the Capital Group Management Committee and is an equity portfolio manager. She has 35 years of investment industry experience and has been with Capital Group for 33 years. Earlier in her career, as an equity investment analyst at Capital, Jody covered insurance, U.S. household & personal care, restaurants & lodging and cruise lines companies. Before joining Capital, she was an equity research analyst at Fidelity Management & Research Company in Boston and an officer in the public finance division of Irving Trust Company in New York. Jody holds an MBA from Stanford Graduate School of Business, where she was an Arjay Miller Scholar, and a bachelor’s degree in economics from Princeton University graduating cum laude. Jody is based in Los Angeles.

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Long-Term Investing

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Featured Speaker
Martin Romo
Chair and Chief Investment Officer
Jody Jonsson
Vice Chair

SUPPORTING MATERIALS
(U.S. VIEWERS)

CE credit quiz

Webinar slides (PDF)

E-book: 10 investment themes for 2023 (PDF) 

The AI inflection point, with Martin Romo (podcast)

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SUPPORTING MATERIALS
(CANADIAN VIEWERS)

CE credit quiz

Webinar slides (PDF)

Webinar FAQs

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