European industrials - innovation and tariff resilience explained
Far from the traditional image of industrials as an old economy, slow growth, low innovation sector, many of these companies have changed beyond recognition in recent years. Equity investment analys...
25 Nov 202525min
How GE Aerospace CEO Larry Culp turns problems into progress
Larry Culp, Chairman and CEO of GE Aerospace, became the first outsider to lead GE in the company's history. In this episode, he shares how a leadership approach rooted in humility and respect helped ...
20 Nov 202530min
Short-term bonds: A low-profile asset class shifts into high gear
Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixe...
13 Nov 202526min
India's strategic autonomy in global markets
With volatility on the rise in global markets, investors are searching for stability. Some have their eyes on India and their longtime strategic autonomy to provide the predictability and resilience n...
11 Nov 202518min
Uncovering overlooked tech opportunities and the next layer of AI
Veteran tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector. This, coupled with his firsthand experience across Asia's technology landscape,...
6 Nov 202531min
U.S. versus non-US equities: Is the tide turning?
So far in 2025, non-U.S. stocks are leading U.S. markets. Is this the start of a seismic change or another head fake? Portfolio managers Diana Wagner and Chris Thomsen explore what's driving global ma...
30 Okt 202532min
Learning to thrive in unpredictable markets
In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons: how to be comfortable with uncertainty, why patience and trust in management matter, and how ...
23 Okt 202519min
Investing through shifting global trade winds
Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade. With tariffs and other trade barriers rising in many ...
16 Okt 202524min
