Do U.S. Equities Have Room to Run?

Do U.S. Equities Have Room to Run?

Do U.S. Equities Have Room to Run?

Eight years into its current expansion, the U.S. economy has given investors cause for concern. How much longer can it grow? Portfolio manager Mike Kerr acknowledges the elephant in the room but continues to find conditions favorable for U.S. equities in a number of key industries.

Listen and learn:

  • Which three industries are poised to lead U.S. growth in the decade ahead
  • Where it pays to be value-oriented as a growth investor
  • How this veteran energy analyst recognized and took advantage of a 30-year opportunity in oil

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 topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Episoder(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 Mar 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 Mar 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 Feb 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 Feb 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 Feb 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 Feb 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 Feb 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 Feb 20min

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