
The Art of Stock Picking
Capital Group portfolio manager Diana Wagner shares her views on finding opportunities in the aftermath of the banking crisis and in the "picks and shovels" of AI, as well as why she believes investme...
5 Maj 202323min

Tech sector turnaround: Will it last?
Capital Group portfolio manager Chris Buchbinder discusses the turnaround in the tech sector, the new focus on profitable growth rather than growth at any cost and why some of tech's fallen angels are...
28 Apr 202312min

Tech innovation creates health care investment opportunities
Capital Group portfolio manager Rich Wolf shares his views on the intersection of tech and the health care industry. Learn how tech innovation – including AI – is creating health care investment oppor...
21 Apr 202326min

10 lessons from 2008 that apply today
Series host Will McKenna covers 10 timely lessons portfolio manager and former banking analyst Will Robbins learned from his experience covering banks during the global financial crisis. Related resou...
14 Apr 20236min

Why the world keeps getting better
Capital Group portfolio manager Carl Kawaja shares his views on growth versus value investing, whether international markets will ever again outpace U.S. equities, and why he believes the world keeps ...
7 Apr 202326min

New growth investing opportunities, part 2
In a wide-ranging interview, Capital Group portfolio manager Mark Casey discusses the recent collapse of Silicon Valley Bank, the rapid pace of technology innovation, the 2022 stock market sell-off, a...
31 Mars 202332min

Making sense of banking sector turmoil
Capital Group equity portfolio manager Will Robbins discusses the recent bank failures in the U.S. and offers his views on how investors can navigate near-term market volatility. A former banking anal...
22 Mars 202315min

10 investment themes for 2023
Series host Will McKenna hits the highlights from our new e-book: 10 investment themes for 2023. Find out which trends Capital Group portfolio managers are monitoring and where they see investment opp...
17 Mars 20238min






















