With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes, according to Equity Portfolio Manager Michael Beckwith. So, what does drive effective long-term outcomes? Adaptability and judgment.

In this episode, he explains how these skills show up in practice:

Actively molding a portfolio rather than just aggregating stocks
Rigorously assessing management quality and incentives
Identifying when businesses are mispriced for meaningful change
Looking beyond companies to where new business models are being defined

#CapGroupGlobal

This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.

For more information, including our detailed disclosures, visit www.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://bit.ly/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html