# Skills that matter in an AI world

Page: https://stenobird.com/podcast/capital-ideas-podcast-325910/skills-that-matter-in-an-ai-world
Text version: https://stenobird.com/podcast/capital-ideas-podcast-325910/skills-that-matter-in-an-ai-world.md
Podcast: [Capital Ideas podcast](https://stenobird.com/podcast/capital-ideas-podcast-325910)
Published: 2026-05-28T12:00:00+00:00
Episode link: https://www.capitalgroup.com/global-disclosures.html
Audio file: https://traffic.libsyn.com/secure/capitalideas/CapGroup_eps_333_Capital_Conversations_-_Michael_Beckwith_FINAL.mp3?dest-id=473267
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Duration seconds: 1702

## Resource

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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. 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 Y…

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## Transcript

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