2020 Outlook

2020 Outlook

Portfolio manager Rob Lovelace, economist Darrell Spence and fixed income investment director Margaret Steinbach share their thoughts on global equities, economies and fixed income as they look ahead to 2020.

Rob Lovelace is vice chairman of Capital Group, president of Capital Research and Management Company, and serves on the Capital Group Management Committee. He has 33 years of investment experience. He earned a bachelor's in geology from Princeton and is a CFA charterholder.

Darrell Spence is an economist and research director with 26 years of investment experience. He earned a bachelor's degree in economics from Occidental College and is a CFA charterholder.

Margaret Steinbach is a fixed income investment director with 12 years of industry experience. She holds a bachelor's in commerce from the University of Virginia and is a CFA charterholder.

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

The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

Episoder(314)

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30 Sep 202520min

Cracking the Agg: How active fixed income can beat the benchmark

Cracking the Agg: How active fixed income can beat the benchmark

"Understanding what's happening in the short term is very informative for taking a long-term view," says fixed income portfolio manager Ritchie Tuazon. From his seat on Capital Group's rates team, Rit...

25 Sep 202524min

The age of robots

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Massive investments in robots are bringing technologies once considered science fiction into the real world. Equity analyst Mihir Mehta explores the convergence of robotics with artificial intelligenc...

18 Sep 202526min

Health check for the pharmaceutical sector

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Equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this space.#CapGroupGloba...

16 Sep 202521min

From oil sands to OPEC: A disciplined approach to energy investing

From oil sands to OPEC: A disciplined approach to energy investing

Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas. From boots-on-the-ground research i...

10 Sep 202530min

Municipal bond investing amid rapid policy shifts

Municipal bond investing amid rapid policy shifts

Turbulence in the municipal bond market has created some interesting opportunities for investors. Capital Group portfolio manager Chad Rach shares his thoughts on the events driving muni bonds this ye...

4 Sep 202531min

The changing face of media

The changing face of media

Equity investment analyst Nathan Meyer looks at the changing face of media, from the dominance of streamers to the shift from computer game creators to platform companies. #CapGroupGlobal For our lat...

2 Sep 202519min

From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation

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28 Aug 202528min

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