European utilities: Unlocking growth in the grid revolution
Equity investment analyst and portfolio manager Bobby Chada looks at the European utilities sector. Bobby outlines what these companies can bring to a portfolio and why their traditional boring label...
20 Jan 30min
Washington watch: Outlook for the U.S. midterm elections
Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections, along with other major events that are likely to shape the policy landscape in the new year. How wil...
15 Jan 29min
Banking on the big picture: How patience can pay off
European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join host Mike Gitlin and seasoned portfolio manager Alfonso Barroso, who brings over 30 years of i...
8 Jan 30min
Will AI take your job?
Capital Group economist Jared Franz explores whether artificial intelligence (AI) will take our jobs. He shares insights on which roles are most vulnerable, why companies may favor experienced hires, ...
24 Des 202531min
Luxury unwrapped: Inside apex brands and their fabulousness budgets
Amidst changing consumer preferences and shifting trade dynamics, investment director Natalya Zeman and equity investment analyst Frank Beaudry discuss the dynamics of the European luxury goods sector...
23 Des 202521min
How analysts think about banks: AI, regulation and the consumer
Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group, equity analyst Matt Antle has embraced this c...
18 Des 202535min
The trouble with unsustainable debt
Capital Group investment analysts take a deep dive into rising government debt. Are current debt levels in the U.S., Europe and elsewhere sustainable? When do they become unsustainable? And what does ...
11 Des 202519min
The rise and rise of Chinese automakers
China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this sector and gives insights from his hundreds of...
9 Des 202524min
