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 Dec 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 Dec 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 Dec 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 Dec 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 Dec 202524min
Running a tight, high-conviction portfolio in a noisy market
As a former analyst covering the asset management industry, equity portfolio manager Emme Kozloff knows how to find clarity in a noisy market. The 19-year veteran of Capital Group joins host Mike Gitl...
4 Dec 202523min
Private markets and macro outlook
Capital Group portfolio manager John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S. macroeconomic outlook, including the health o...
27 Nov 202524min
