Emerging markets re-emerging
Emerging market investment opportunities are broadening beyond China to include India, Vietnam and Mexico. Veteran portfolio manager Brad Freer explains how nearshoring and the "China Plus One" strate...
31 Aug 202326min
Lessons over 50 years of fixed income investing, part 2
As Capital Group celebrates 50 years of managing fixed income portfolios, longtime bond investors share some memorable experiences and lessons learned. The second of a two-part series features retired...
24 Aug 202324min
Investing through crisis
What's it like to manage stocks through periods of crisis? That's what Capital Group portfolio manager Justin Toner learned in his first weeks on the job in September 2001 — and then continued to lear...
16 Aug 202325min
Semiconductor industry emerges stronger from the pandemic
Capital Group analyst Isaac Sudit shares his outlook for the semiconductor industry. What's with all the hype surrounding artificial intelligence? Why are electric vehicles so important? And how has t...
10 Aug 202328min
Lessons over 50 years of fixed income investing, part 1
As Capital Group celebrates the 50th anniversary of it's debut in the business of fixed income management, long-tenured present and retired portfolio managers share some memorable experiences and less...
3 Aug 202329min
2023 Midyear Outlook
Capital Group portfolio managers Caroline Randall and Pramod Atluri share their outlook for the economy and markets. Can U.S. stocks continue to rally in the face of recession fears? Is the Federal Re...
27 Jul 202329min
Guide to market recoveries
Bear markets can feel like they last forever when we're in them, but the good news is they have been relatively short compared to market recoveries. Investors who find the courage and conviction to st...
20 Jul 20236min
3 lessons from a lifelong tech investor
After 38 years as an equity investment analyst and portfolio manager at Capital Group, Larry Solomon has retired. Here, he shares his early experiences in tech investing when he rubbed shoulders with ...
13 Jul 202320min
