What's the state of the states?
As pandemic-era stimulus dries up, municipal bond investors must weigh how fundamentals of state and local governments will cope. Capital Group fixed income portfolio manager Lee Chu discusses how she...
25 Apr 202423min
Conversations with Mike Gitlin: Featuring Jessica Spaly
Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst, Jessica discusses why she was drawn to Amazon i...
18 Apr 202428min
Can the U.S. economy survive higher interest rates?
Capital Group portfolio managers Will Robbins, John Queen and Michelle Black share their views on the stock and bond markets, including the impact of U.S. interest rates that are currently at a 23-yea...
17 Apr 202421min
Mastering the obvious for investment success
Capital Group portfolio manager Reed Lowenstein shares how active listening and getting the basic details right has helped him build a successful investing career. He explains the importance of holdin...
11 Apr 202430min
Conversations with Mike Gitlin: Featuring Carl Kawaja
Capital Group CEO Mike Gitlin interviews Carl Kawaja, equity portfolio manager and chair of Capital Research and Management Company. Carl shares his thoughts about growing up on a Caribbean island, wh...
28 Mar 202430min
Will commercial real estate sink the U.S. economy?
Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on the market for office space, and what th...
21 Mar 202425min
The American energy juggernaut
Capital Group portfolio manager Paul Benjamin shares his optimistic outlook for the American energy sector, why he thinks oil prices are headed a lot higher, and how an industry that is "starved for c...
14 Mar 202436min
Why women make great investors
In this episode, you'll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industr...
7 Mar 202419min
