Midyear Outlook

Midyear Outlook

Our Midyear Outlook for 2022 arrives against a backdrop of high inflation, slowing growth and a looming recession. We checked in with equity portfolio manager Noriko Chen and fixed income portfolio manager Pramod Atluri to get their perspectives on the market and to find out how they're adapting their portfolios to this most turbulent season.

Related resources:

Midyear Outlook report (PDF)

Midyear Outlook

E-book: 10 investment themes for 2022

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Episoder(314)

How avalanche safety training applies to high-yield debt investing

How avalanche safety training applies to high-yield debt investing

High-yield bonds are showing strong income potential. Bond manager David Daigle discusses how these bonds have evolved from the 1980s' debt-fueled buyouts depicted in the movie Wall Street. In a conve...

24 Apr 202526min

Patience helps a veteran investor manage through crisis

Patience helps a veteran investor manage through crisis

Veteran equity portfolio manager Chris Buchbinder explains the importance of patience in periods of market volatility and economic upheaval. He draws parallels between past crisis events and today's b...

17 Apr 202522min

Autos: an industry disrupted

Autos: an industry disrupted

With the traditional autos sector in the midst of huge disruption, fixed income analyst Danny Jacobs looks at the challenges and opportunities in this part of the bond market. #CapGroupGlobal ...

15 Apr 202520min

How the COVID pandemic may continue to shape society and investments

How the COVID pandemic may continue to shape society and investments

The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, n...

10 Apr 202532min

Long-term investing: The value of thinking differently

Long-term investing: The value of thinking differently

Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide. From his time mowing lawns to serving as a ball boy for the ...

3 Apr 202533min

The outlook for European banks

The outlook for European banks

Fixed income investment analyst Etrit Vllasalija looks at investment opportunities within the European banking sector, focusing on differences between US and European banks and the impact of recent re...

1 Apr 202516min

Emerging markets investing: Four decades of wisdom

Emerging markets investing: Four decades of wisdom

Capital Group's Mike Gitlin interviews pioneering emerging markets investor Victor Kohn as he retires after four decades in the business. Kohn, who helped manage the world's first emerging markets equ...

27 Mar 202531min

Are tariffs a threat to the U.S. economy?

Are tariffs a threat to the U.S. economy?

As tariff talk roils the financial markets, Capital Group economist Jared Franz and investment director David Polak discuss how protectionist trade policies could affect the outlook for the U.S. econo...

20 Mar 202530min

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