This week’s readings/links include an interview with Capital Group’s Rob Lovelace, VEF’s 2023 annual report, the WSJ’s profile of Morris Chang, Pico Iyer on the power of perspective and the founders of Arcus Investment on the opportunity in Japanese equities.

Finally, readers based in Singapore might recognize the unmistakable song of the straw-headed bulbul. I was surprised to learn there are less than 1,700 of them left in the wild, so it was very encouraging learn about recent efforts to protect this species of songbird (link).

• Goldman Sachs: Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons.
• VEF: Annual report 2023.
• WSJ: He turned 55. Then he started the world’s most important company.
• Coca-Cola CMO Summit: The power of perspective with Pico Iyer.
• Money Maze podcast: Japanese equities – an opportunity 25 years in the making (transcript available for download here).