On the hunt for hidden investment opportunities
Capital Group portfolio manager Chapman Taylor describes the rapid pace of change he witnessed firsthand on a recent visit to India, shares his outlook for emerging markets and explains why building r...
2 Nov 202334min
The new reality of investing (2024 edition)
As New Perspective Fund® (NPF) celebrates its 50th anniversary, NPF portfolio manager Jody Jonsson shares her outlook for the global equity markets. The tailwind provided by 40 years of declining inte...
26 Okt 202333min
Investing in big, structural changes
Capital Group portfolio manager Nick Grace discusses his approach to investing in the long-term transition from fossil fuels to renewable energy. The key, he says, is identifying green energy initiati...
19 Okt 202322min
What Led Zeppelin and investing have in common
Capital Group's Don O'Neal, a portfolio manager with The Growth Fund of America®, shares stories from a 37-year investing career that began with a nuclear meltdown and spanned some of the greatest bul...
12 Okt 202327min
World view: What's next for inflation and interest rates?
At a pivotal time for monetary policy around the world, Capital Group fixed income portfolio manager Tom Reithinger offers his outlook for inflation and the impact it's having on global interest rates...
5 Okt 202321min
You can't have 100 best friends
Capital Group portfolio manager Michael Cohen shares his thoughts about investing based on three decades of experience in the global equity markets. When it comes to his stock portfolios, there is one...
28 Sep 202324min
Navigating 23 downturns in 35 years of investing
Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, the circumstances that launched him on a professional life in Asia a...
21 Sep 202330min
Are video games recession proof?
Video games may be fun to play, but are they also recession proof? Will avid gamers continue to play no matter how bad the economy gets? We explore that question with equity analyst Nathan Meyer, who ...
14 Sep 202322min
