4 structural shifts driving markets over the next decade

What will be the biggest risks and opportunities in markets over the next decade?

While nobody has a crystal ball, Capital Group’s Investment Director Matt Reynolds joins the show to discuss the four structural shifts he believes will have the biggest impact on the decade to come.

Plus, he explains the biggest mistake advisers are making with “diversified” portfolios.

Chapters:

00:00 Introduction

01:40 Shift One AI Opportunity

05:13 AI Bubble Or Earnings Boom

08:52 Shift Two Rewiring Globalization

10:23 Industrial Winners Emerging

13:59 Shift Three Consumers Want Experiences

19:07 Shift Four Healthcare Innovation

24:05 The Diversification Mistake