Investing through uncertainty




The Rules of Investing show

Summary: Guest: Michael Thawley, AO,Vice Chairman of Capital Group International. Whether you're investing in equities, debt, or alternatives, uncertainty is an inescapable part of the game. But Michael Thawley, AO, Vice Chairman of Capital Group International, says this current period of political uncertainty is unique; "I've never been more unsure about what the future holds than I am now." And he should know, having spent 46 years in foreign affairs, diplomacy, and politics. His appointments have been wide ranging, including International Advisor to John Howard, Australian Ambassador to the USA, and Secretary of the Department of Prime Minister. Now, having left political life, he advises Capital Group, the world’s largest active fund manager, on important geopolitical issues. In this week’s episode of The Rules of Investing, we discuss the US-China trade war, Australia's relationship with China, and we'll hear about the time he was personally invited to the Whitehouse by President George W Bush.