2019 Outlook: Markets and economies

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 well as equity and fixed income markets.

Want continuing education credit? Financial professionals (CFP* and CIMA) can take the quiz after listening.

Rob Lovelace is vice chairman of Capital Group and an equity portfolio manager. He has 32 years of investment experience, all with Capital. He holds a bachelor's degree in geology from Princeton and is a CFA charterholder.

John Smet is a fixed income portfolio manager. He has 36 years of investment experience, 34 with Capital Group. He has covered mortgage-backed securities and railroads. John earned an MBA in finance from the University of Wisconsin and is a CFA charterholder.

Economist Jared Franz covers the U.S. and Latin America. He joined Capital Group in 2015. He holds a PhD in economics from the University of Illinois and a bachelor's degree from Northwestern.

This content is published by Capital Client Group, Inc.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

*CFP credit available only in the U.S.

Episoder(322)

How GM's Chair and CEO is redefining what's possible at a legacy company

How GM's Chair and CEO is redefining what's possible at a legacy company

How does General Motors Chair and Chief Executive Officer Mary Barra lead transformation at scale, all while technology is rewriting the playbook? According to her, it's about maintaining the company'...

30 Apr 20min

Investing after the Iran war ends

Investing after the Iran war ends

Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more dangerous place. He also looks ahead to the end ...

23 Apr 25min

How a neuroscientist invests in biopharma

How a neuroscientist invests in biopharma

Equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world. She brings a deep understanding of science to health care investing, using her researc...

16 Apr 25min

Beyond AI: Investing in the physical economy

Beyond AI: Investing in the physical economy

Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies, or companies outside of AI and big tech. ...

9 Apr 25min

Why municipal bonds can win on an after-tax basis

Why municipal bonds can win on an after-tax basis

Did you know municipal bonds are deeply woven into everyday life? Karl Zeile, a fixed income portfolio manager with 32 years of industry experience, explains why the tax advantage of muni bonds is mor...

2 Apr 25min

All that glitters: What's driving up gold prices?

All that glitters: What's driving up gold prices?

Gold prices have skyrocketed over the past three years. In March 2023, the precious metal was trading below $2,000 an ounce. By March 2026, it was above $5,000. What's the catalyst? Three Capital Grou...

26 Mar 21min

Inside the AI supply chain

Inside the AI supply chain

Equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its  impacts on the current AI boom. For full disclosures go to capitalgroup.com/global-disclosure...

24 Mar 25min

You can't model human behavior

You can't model human behavior

Long-term investing success comes from experience, humility and learning across market cycles — not short-term forecasting. In this episode, equity analyst Cyana Chilton shares why disciplined, dispas...

19 Mar 26min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-pa-konto
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
finansredaksjonen
rss-skravla-gar
pengesnakk
utbytte
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
liberal-halvtime
rss-sunn-okonomi
lederpodden
rss-politisk-preik
livet-pa-veien-med-jan-erik-larssen