How analysts think about banks: AI, regulation and the consumer
Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group, equity analyst Matt Antle has embraced this c...
18 Des 202535min
The trouble with unsustainable debt
Capital Group investment analysts take a deep dive into rising government debt. Are current debt levels in the U.S., Europe and elsewhere sustainable? When do they become unsustainable? And what does ...
11 Des 202519min
The rise and rise of Chinese automakers
China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this sector and gives insights from his hundreds of...
9 Des 202524min
Running a tight, high-conviction portfolio in a noisy market
As a former analyst covering the asset management industry, equity portfolio manager Emme Kozloff knows how to find clarity in a noisy market. The 19-year veteran of Capital Group joins host Mike Gitl...
4 Des 202523min
Private markets and macro outlook
Capital Group portfolio manager John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S. macroeconomic outlook, including the health o...
27 Nov 202524min
European industrials - innovation and tariff resilience explained
Far from the traditional image of industrials as an old economy, slow growth, low innovation sector, many of these companies have changed beyond recognition in recent years. Equity investment analys...
25 Nov 202525min
How GE Aerospace CEO Larry Culp turns problems into progress
Larry Culp, Chairman and CEO of GE Aerospace, became the first outsider to lead GE in the company's history. In this episode, he shares how a leadership approach rooted in humility and respect helped ...
20 Nov 202530min
Short-term bonds: A low-profile asset class shifts into high gear
Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixe...
13 Nov 202526min
