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How the COVID pandemic may continue to shape society and investments
Mike Gitlin
Cheryl Frank
April 9, 2025
Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real estate and health care to labor market dynamics. Within health care, Cheryl discusses how regulatory changes could significantly impact the industry given the government’s role as the largest payer. She also shares insights from her widely read research paper, “The Girlfriends’ Guide to Stocks,” which compares investing to dating and highlights elements of a healthy long-term relationship. Tune in if you’re interested in learning about navigating crises and finding long-term investment opportunities.
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