Follow the research, not the crowd
After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not "invent your own wheel." Driving outcomes for clients starts with following deep resea...
23 Juli 0s
2026 Midyear Outlook
Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs and fixed income portfolio manager Chitrang Purani explore wha...
16 Juli 37min
How Chef Daniel Boulud scaled a restaurant empire with intention
In a highly competitive industry, Chef Daniel Boulud has built an enduring brand defined by excellence over decades. From early days in the kitchen to leading a global restaurant group, he shares what...
9 Juli 24min
Balancing act: Investing amid the AI boom and the Iran war
Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group portfolio manager Paul Benjamin shares his...
2 Juli 24min
A hunting dog mindset to investing
What does it take to stay ahead in a world of constant disruption? For Harold La, an equity portfolio manager, it's not about predicting the future, it's about putting yourself in a position to see ch...
25 Juni 25min
When will homes be affordable again?
The U.S. economy looks resilient based on top-line growth, yet the housing market remains stuck in neutral. Portfolio manager Taylor Hinshaw discusses the disconnect and what it will take for the cruc...
18 Juni 23min
How relentless focus sets Broadcom's CEO apart
For Hock Tan, Broadcom's CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership accountability at scale. This conversation breaks do...
11 Juni 20min
Geopolitics and the U.S. midterms
Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson share their views on geopolitical events, including the Iran war, and the out...
4 Juni 45min
