3 views on today's markets

3 views on today's markets

This episode features a diverse sampling of perspectives from three Capital Group investment professionals. Economist Jared Franz shares his outlook for the global economy. Equity investment analyst Jeff Garcia spotlights opportunities in today's emerging markets, especially Latin America. And fixed income portfolio manager Shannon Ward discusses the high-yield bond market.

Jared Franz is an economist at Capital Group. He covers the U.S. and Latin America. Jared joined Capital Group in 2015. He holds a PhD in economics from the University of Illinois and a bachelor's degree from Northwestern University.

Jeff Garcia is an equity investment analyst at Capital
Group. He covers consumer discretionary, financials, health care and information technology in Latin America. He has seven years of investment experience, all with Capital Group. He holds a bachelors degree from Stanford University.

Shannon is a fixed income portfolio manager at Capital Group. She has 25 years of investment industry experience, including one year with Capital Group. Previously, she worked as a portfolio manager with Oaktree Capital Management. She holds an MBA from the University of Southern California and a bachelors degree from University of California, Santa Barbara.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

This content is published by Capital Client Group, Inc.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Jaksot(313)

The psychology of building portfolios to withstand any cycle

The psychology of building portfolios to withstand any cycle

Before becoming a fixed income portfolio manager, Shannon Ward's passion was psychology. Today, she uses understanding people and behavior to inform her investment strategies in high-yield bonds.   Ke...

5 Maalis 21min

How to find generational AI businesses – the 'move 37' moment

How to find generational AI businesses – the 'move 37' moment

Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI.  #CapGroupGlobal This content is intended to highlight issues and be o...

4 Maalis 25min

Black gold: The outlook for oil prices

Black gold: The outlook for oil prices

Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global ener...

26 Helmi 23min

Regulation dictates opportunity in US utilities

Regulation dictates opportunity in US utilities

Fixed income investment analyst Julian James discusses the prospects for investment grade US utilities.  Julian outlines why regulation is the key driver of quality for companies in this space and how...

24 Helmi 21min

Amazon CEO on leadership, innovation and customer obsession

Amazon CEO on leadership, innovation and customer obsession

In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed to the point of writing press releases...

19 Helmi 31min

Rob Lovelace on the year ahead (2026 edition)

Rob Lovelace on the year ahead (2026 edition)

Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund®, discusses his outlook for the global equity markets in 2026 and beyond. Joined by special guest, in...

12 Helmi 40min

Why being an investment analyst is the "best job in the world"

Why being an investment analyst is the "best job in the world"

Investment analyst Kelly Murphy shares her journey from trading to investing and explains why learning for a living makes this role so dynamic and rewarding. Get an inside view on her day-to-day cover...

5 Helmi 29min

Finding durable value in high yield tech & financials

Finding durable value in high yield tech & financials

Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields, an often overlooked area. Sandro explains how he values companies in transition, and why...

4 Helmi 20min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
herrasmieshakkerit
psykopodiaa-podcast
rss-rahamania
ostan-asuntoja-podcast
taloudellinen-mielenrauha
rss-sisalto-kuntoon
inderespodi
rahapuhetta
sijoituspodi
lakicast
rss-h-asselmoilanen
rss-startup-ministerio
rss-uppoava-vn-laiva
rss-seuraava-potilas
sijoitusovi-podcast
bakkari-tarinoita-tapahtumien-takahuoneista
rss-myynnilla-on-asiaa-kert-kenner