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"
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
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
2026 Outlook
Capital Group chief investment officer Martin Romo and portfolio manager Pramod Atluri share their 2026 outlook for the global economy and markets. Are we in the midst of an AI bubble or an AI boom? H...
29 Jan 27min
Building resilience into portfolios over the long term
Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil's hyperinflation to investing through the ...
22 Jan 25min
European utilities: Unlocking growth in the grid revolution
Equity investment analyst and portfolio manager Bobby Chada looks at the European utilities sector. Bobby outlines what these companies can bring to a portfolio and why their traditional boring label...
20 Jan 30min
Washington watch: Outlook for the U.S. midterm elections
Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections, along with other major events that are likely to shape the policy landscape in the new year. How wil...
15 Jan 29min
Banking on the big picture: How patience can pay off
European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join host Mike Gitlin and seasoned portfolio manager Alfonso Barroso, who brings over 30 years of i...
8 Jan 30min
