3 views on the markets in 2019
This episode features a revealing mix of perspectives from three Capital Group portfolio managers. Barry Crosthwaite examines the fundamentals of U.S. and Chinese markets to make sense of today's perp...
25 Tammi 201936min
Beyond yields and spreads: What drives the global bond market?
Capital Group portfolio manager Mark Brett discusses worldwide opportunities in the fixed income markets. As rising interest rates, global trade disputes and geopolitical conflicts keep investors on e...
11 Tammi 201943min
2019 Outlook: Markets and economies
Late 2018 has been an unsettling time for investors. In this episode, three seasoned investment professionals deliver Capital Group's 2019 Outlook, offering their perspectives on the global economy as...
28 Joulu 201859min
Global bond market outlook
As rising U.S. interest rates reverberate around the world, Capital Group portfolio manager Rob Neithart discusses his outlook for the global bond market, including high-grade government bonds, corpor...
14 Joulu 201826min
Is AI the next big economic growth catalyst?
Capital Group economist Jared Franz discusses the rapid development of artificial intelligence and machine learning, including the relevant implications for investors. Can AI provide a meaningful boos...
16 Marras 201835min
Can the U.S. bull market keep running?
While many investors wring their hands over a prolonged U.S. bull market — waiting for the other shoe to drop — portfolio manager Alan Berro bides his time. The fact that Berro doesn't think the end o...
2 Marras 201837min
A flexible approach to global investing
Capital Group investment director David Polak discusses the challenges facing global investors amid increasingly bitter trade disputes and a widening return gap between U.S. and non-U.S. stocks. David...
18 Loka 201836min
The changing face of emerging markets
Emerging markets stocks have come under pressure amid slowing economic growth and a brewing trade war, but the full story is much more complex. As veteran portfolio manager Noriko Chen explains in thi...
5 Loka 201840min
