Uncovering overlooked tech opportunities and the next layer of AI
Veteran tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector. This, coupled with his firsthand experience across Asia's technology landscape,...
6 Nov 202531min
U.S. versus non-US equities: Is the tide turning?
So far in 2025, non-U.S. stocks are leading U.S. markets. Is this the start of a seismic change or another head fake? Portfolio managers Diana Wagner and Chris Thomsen explore what's driving global ma...
30 Okt 202532min
Learning to thrive in unpredictable markets
In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons: how to be comfortable with uncertainty, why patience and trust in management matter, and how ...
23 Okt 202519min
Investing through shifting global trade winds
Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade. With tariffs and other trade barriers rising in many ...
16 Okt 202524min
Indian Insights: The domestic story – Part One
Macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption. #CapGroupGlobal This content is intended to highlight iss...
14 Okt 202518min
From summer associate to CIO: Martin Romo on Capital Group's signature investment approach
Martin Romo has spent more than 30 years at Capital Group — starting as a summer associate and now serving as chair and chief investment officer. In this conversation with Mike Gitlin, he shares lesso...
9 Okt 202524min
Tariffs and trade deals: Where do we go from here?
Sweeping changes in global trade are reshaping the world order, presenting new opportunities for investors while posing significant risks to the global economy. To shed some light on the unfolding eve...
2 Okt 202531min
Building resilience: property and casualty insurance update
Investment director Mandeep Saini looks at the world of property and casualty insurance. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at get...
30 Sep 202520min
