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
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
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
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
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?
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
Cutting through the AI hype
Cutting through the AI market noise, equity investment analyst Julien Gaertner discusses how fundamental research and in-depth analysis can help identify significant technological shifts and highlight...
18 Mar 202524min
Thinking outside the U.S. box: Emerging markets opportunities
Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about how emerging markets have evolved to include world-class f...
13 Mar 202531min
