Lisa Thompson

Lisa Thompson, a portfolio manager with decades covering emerging markets, shares how global travel and on-the-ground research shaped her investing approach. She discusses China’s long transformation, surprising opportunities from company visits, governance shifts in Europe and Japan, contrarian plays in banks and cyclicals, and why macro and political cycles now matter everywhere.

Rob Lovelace, a metals-focused equity manager skeptical of gold as a long-term hold. Lisa Thompson, a 30-year portfolio manager who highlights central bank buying and reserve diversification. Paul Benjamin, a balanced fund manager who uses gold as a diversifier and favors royalty/streaming companies. They discuss real rates, central bank purchases, reserve diversification in emerging markets, and royalty/streamer exposure versus physical metal.

Lisa Thompson, an equity portfolio manager at Capital Group with over 31 years of experience, shares her insights on navigating unpredictable markets. She discusses her journey from mathematics to finance and the lessons learned during Mexico's peso crisis. Lisa emphasizes the importance of patience and comfort with volatility in long-term investing. She also reveals why emerging markets may offer promising opportunities today and reflects on valuable mentorship experiences, intertwining her passion for cooking with investment strategies.