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
You can't model human behavior
Long-term investing success comes from experience, humility and learning across market cycles — not short-term forecasting. In this episode, equity analyst Cyana Chilton shares why disciplined, dispas...
19 Mar 26min
Adventures in emerging markets investing
Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility an...
12 Mar 26min
The psychology of building portfolios to withstand any cycle
Before becoming a fixed income portfolio manager, Shannon Ward's passion was psychology. Today, she uses understanding people and behavior to inform her investment strategies in high-yield bonds. Ke...
5 Mar 21min
How to find generational AI businesses – the 'move 37' moment
Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI. #CapGroupGlobal This content is intended to highlight issues and be o...
4 Mar 25min
