New growth investing opportunities, part I
After a rough 2022, where can equity investors find growth opportunities? Equity portfolio manager Cheryl Frank discusses how she's navigating an increasingly competitive tech sector, why company CEOs...
10 Mars 202321min
International markets outlook for 2023
Has equity investing outside the U.S. dropped off your radar? Host Will McKenna recaps five critical insights from three veteran portfolio managers featured in a recent Capital Ideas article that may ...
3 Mars 20238min
Is the 60/40 portfolio still a good investment strategy?
If 2022 represented an inflection point — that rare year when investors saw stocks and bonds decline in tandem — then who better to hear from today than Hilda Applbaum, one of the rare Capital Group p...
24 Feb 202320min
5 keys to investing in 2023
Got five minutes? Host Will McKenna recaps five keys to investing in 2023, based on insights from three veteran Capital Group portfolio managers. If you're wary of international stocks or still reelin...
17 Feb 20237min
The AI inflection point, with Martin Romo
Given the broader equity market leadership today following technology's decade of dominance, how should investors think about the once-mighty tech sector? Equity portfolio manager Martin Romo finds th...
10 Feb 202319min
Could we be witnessing an industrial renaissance?
Will the growth of renewable energy help usher in a new industrial renaissance? Judging from the early momentum of this dynamic movement — which is getting a funding boost from the recently passed Inf...
27 Jan 202335min
Finding value in volatility
Where can investors find value in today's volatile bear market? Listen as equity portfolio managers Caroline Randall and Paul Benjamin — whose portfolio responsibilities include value-oriented strateg...
16 Dec 202246min
Airshow confidential: Is aerospace taking off?
Fresh from the first in-person international airshow since the start of the pandemic, equity portfolio managers Lara Pellini and Jason Smith share insights into the state of the aerospace industry. Th...
2 Dec 202232min
