Navigating financial crises and emerging markets growth

Mike Gitlin interviews Winnie Kwan, an equity portfolio manager based in our Hong Kong office. As one of Morningstar’s top female fund managers of 2024, Winnie discusses her investment edge, what she learned from the Asia financial crisis, and how she applied those lessons years later in the global financial crisis. She also shares her thoughts on investment themes driving the rapid growth of emerging markets. #CapGroupGlobal

00:00 Introduction
00:56 Morningstar honor
01:27 Joining Capital Group during a market crisis
03:09 Navigating your first job with a large region
05:26 Rob Lovelace’s words of wisdom
07:12 Crisis learnings that helped you guide others
11:32 Finding long-term opportunities during crises
12:18 Your investment process as a global generalist
15:33 Process for sorting through analysts’ best ideas
16:57 How investment journaling impacts your process
19:40 Office treasure hunt
22:15 Company stats
23:53 Emerging markets ideas and themes today
26:55 What is your investment edge?
28:08 Mentors who had an impact on your career
29:29 What do you do for fun?
30:36 Obsessively grateful moment

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