Don’t overlearn lessons: Staying nimble in turbulent markets

“When the thesis changes, you have to change with it,” says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup to the global financial crisis to scenario planning throughout the pandemic, Julian has honed the skill of doing his own research to gain an edge and stay ahead of change by embracing it. He sits down with Mike Gitlin to discuss how he gains conviction, where he sees potential “oaks” among small-cap “acorns,” and how his brief foray into life as an academic economist influences his approach to risk management. Tune in to hear the evolution of an independent thinker. #CapGroupGlobal

 

 

 

For full disclosures go to capitalgroup.com/global-disclosures

 

 

 

 

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.

 

 

 

 

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

 

 

 

 

This content is published by Capital Client Group, Inc.

 

 

 

 

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-inves