Podcast Episodes

Asset allocation in uncertain times

What does a balanced portfolio look like when the economic outlook is uncertain and markets are near all-time highs? Capital Group portfolio managers Paul Benjamin and Hilda Applbaum share allocatio…

Published on 3 months ago

Don't overlearn lessons: Staying nimble in turbulent markets

"When the thesis changes, you have to change with it," says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup to the global financial crisis to scena…

Published on 3 months, 1 week ago

Is the trade war killing globalization?

The U.S.-led trade war may change globalization in a profound way, but it won't kill it, says Capital Group portfolio manager Steve Watson, a global equity investor with 37 years of experience. "Glo…

Published on 3 months, 2 weeks ago

Exploring Latin America: Seeking innovators in Brazil - Part 2

In the second part of our focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil. She outlines how the market is less tied to US trade than others in the region and ho…

Published on 3 months, 3 weeks ago

Innovation in Asia and Europe: Why now matters

Invest in what you know, or in what could be? Equity portfolio manager Noriko Chen has done both over her 26 years with Capital Group. From her first investment in ice cream to her background coverin…

Published on 3 months, 3 weeks ago

2025 Midyear Outlook

Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets at the midpoint of 2025. How are tariffs, trade wars and actual wars affecting the outloo…

Published on 4 months ago

Exploring Latin America: Local knowledge key for Mexico - Part 1

In the first part of our look at Latin America, equity investment analyst Ana Reynal looks at the current outlook for Mexico. Ana, who grew up in Mexico, explains the benefits of local knowledge when…

Published on 4 months ago

Investing in South Asia's emerging markets: India's embrace of free enterprise

Samir Parekh has seen a lot in his 24 years of investing, most prominently India's shift towards wealth creation and zeal for entrepreneurship. Samir sits down with Mike Gitlin to talk about what th…

Published on 4 months, 1 week ago

Made in America: Can the U.S. rebuild its manufacturing might?

Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States. He outlines four scenarios for boosting dome…

Published on 4 months, 2 weeks ago

Unearthing gold among African bonds – Part 2

In the second part of our look at African bonds, fixed income investment analyst Holger Siebrecht looks at the impact of commodities and focuses on the large South African market. #CapGroupGlobal

For…

Published on 4 months, 2 weeks ago