Stress testing AI Bulls vs. Bears
Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI. They cover whether we are in an AI boom or bubble and what productivity ga...
7 Mai 27min
How GM's Chair and CEO is redefining what's possible at a legacy company
How does General Motors Chair and Chief Executive Officer Mary Barra lead transformation at scale, all while technology is rewriting the playbook? According to her, it's about maintaining the company'...
30 Apr 20min
Investing after the Iran war ends
Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more dangerous place. He also looks ahead to the end ...
23 Apr 25min
How a neuroscientist invests in biopharma
Equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world. She brings a deep understanding of science to health care investing, using her researc...
16 Apr 25min
Beyond AI: Investing in the physical economy
Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies, or companies outside of AI and big tech. ...
9 Apr 25min
Why municipal bonds can win on an after-tax basis
Did you know municipal bonds are deeply woven into everyday life? Karl Zeile, a fixed income portfolio manager with 32 years of industry experience, explains why the tax advantage of muni bonds is mor...
2 Apr 25min
All that glitters: What's driving up gold prices?
Gold prices have skyrocketed over the past three years. In March 2023, the precious metal was trading below $2,000 an ounce. By March 2026, it was above $5,000. What's the catalyst? Three Capital Grou...
26 Mar 21min
Inside the AI supply chain
Equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom. For full disclosures go to capitalgroup.com/global-disclosure...
24 Mar 25min
