Is U.S. dollar dominance ending?

Is U.S. dollar dominance ending?

After a decade of dominance, the U.S. dollar has fallen sharply in the first few months of 2025. As tariffs and geopolitical disputes upend the global economic outlook, could this be the end of one of the longest dollar rallies in U.S. history? Capital Group currency analyst Jens Sondergaard offers his view. #CapGroupGlobal



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Episoder(313)

2025 and beyond: Key industry and market trends

2025 and beyond: Key industry and market trends

Capital Group chief executive officer Mike Gitlin and vice chair Jody Jonsson share their outlook for the markets, the economy and key industry trends — from the rise of artificial intelligence, to ra...

23 Jan 202529min

New York to Tokyo: Investing insights from a global nomad

New York to Tokyo: Investing insights from a global nomad

How does the curiosity that inspires a global nomadic lifestyle also influence investing insights? Capital Group equity portfolio manager Gerald Du Manoir talks with Mike Gitlin about international t...

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Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Where are the most compelling opportunities in stocks and bonds? What's the likely path ...

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26 Des 202434min

Is 'The New Geography of Investing' still new?

Is 'The New Geography of Investing' still new?

Capital Group portfolio manager Rob Lovelace and investment director David Polak discuss "The New Geography of Investing," an approach to evaluating companies based on where they do business rather th...

19 Des 202429min

AI spending spree: Where's the payoff?

AI spending spree: Where's the payoff?

Portfolio manager Mark Casey, equity investment analyst Mihir Mehta and economist Jared Franz break down key AI developments and how the next phase of AI could unfold. They discuss autonomous vehicles...

12 Des 202427min

Bond talk: When income is what you seek

Bond talk: When income is what you seek

When it comes to investing in bonds for income, what's the best combination? Damien McCann, a fixed income portfolio manager at Capital Group, talks with Mike Gitlin about how he approaches investing ...

5 Des 202431min

Travel revival: Investment opportunities by land, sea and air

Travel revival: Investment opportunities by land, sea and air

From artificial intelligence to an industrials boom, Capital Group portfolio manager Greg Miliotes talks about risks and opportunities he sees over the next three to five years. In this episode, Greg ...

28 Nov 202421min

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