Adventures in emerging markets investing
From Capital Ideas Podcast by Capital Group
March 12, 2026 · 27 min
About this episode
Lisa Thompson discusses her experience in emerging markets investing and the importance of macroeconomic and political cycles.
Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility and cyclicality. She also explains why she believes macroeconomic and political cycles matter more today in both emerging and developed markets. #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-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/…
People in this episode
Guest: Lisa Thompson
Topics covered
- emerging markets
- investing
- macroeconomic cycles
- political cycles
- volatility
- uncertainty
Keywords
- emerging markets
- investing
- volatility
- macroeconomic cycles
- political cycles
- uncertainty
Mentioned in this episode
Organizations: Capital Group, Capital Client Group, Inc.
Products: Capital Group New Geography Equity ETF
Places: U.K., Los Angeles, California
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