What's next for global equities?

What's next for global equities?

Capital Group portfolio manager Carl Kawaja discusses the outlook for global equity markets in the COVID-19 era. In a wide-ranging interview, Carl offers his view of the remarkable stock market rally since late March, as well as the challenges and opportunities facing investors amid unprecedented levels of market and economic uncertainty.

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.

Carl Kawaja is an equity portfolio manager with 33 years of investment experience, 28 at Capital Group. He earned an MBA in finance from Columbia Business School and a bachelor's degree in history from Brown University.

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 the capitalgroup.com/ca for Capital Group insights.

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Episoder(323)

What's next for AI amid the boom and doom

What's next for AI amid the boom and doom

How worried should we be about artificial intelligence? As AI grows more powerful, warnings about its potential risks have become harder to ignore. Capital Group economist Jared Franz explores what th...

15 Okt 21min

Starbucks CEO: Why human connection matters more than ever in an AI world

Starbucks CEO: Why human connection matters more than ever in an AI world

What makes an iconic brand endure? Starbucks Chairman and CEO Brian Niccol says it starts with understanding why people connect with it in the first place. At Starbucks, he focuses on getting out from...

8 Okt 33min

Why Asian credit deserves a closer look

Why Asian credit deserves a closer look

Why should investors pay attention to Asian credit? Singapore-based fixed income analyst Debbie Leow explains how the asset class can offer diversification, income potential and a different risk profi...

1 Okt 22min

Will 'Grand Theft Auto VI' turbo charge the gaming industry?

Will 'Grand Theft Auto VI' turbo charge the gaming industry?

Capital Group equity analyst Nathan Meyer shares his outlook for the video games industry ahead of potentially the biggest game launch in history. "Grand Theft Auto VI," scheduled for release in Novem...

24 Sep 25min

Luxury, mining and the power of connecting the dots

Luxury, mining and the power of connecting the dots

From advising Canada's finance minister to researching companies across luxury and mining industries, Capital Group equity analyst Frank Beaudry has learned that great investing isn't just about the n...

17 Sep 30min

Bond talk: Which way interest rates?

Bond talk: Which way interest rates?

Capital Group fixed income manager John Queen discusses his outlook for the U.S. bond market as concerns about elevated inflation and rising debt levels spark a sell-off.   #CapGroupGlobal For ful...

10 Sep 34min

NFL Colts QB Daniel Jones on quiet leadership

NFL Colts QB Daniel Jones on quiet leadership

If there's one thing quarterback Daniel Jones has learned across three National Football League (NFL) teams, it's that leadership doesn't have to be loud. From walking on at Duke to navigating the int...

3 Sep 25min

Market leadership: U.S. vs international stocks

Market leadership: U.S. vs international stocks

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of U.S., international and emerging markets stocks. So far this year, emerging markets are winning, but can that cont...

27 Aug 31min

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