Investing in AI for the long term: A tech investor's view
As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who got her start as a tech investor after the ...
14 Aug 202527min
Finding the 'DeepSeek moments' across Asia
Equity investment analysts Celia Huey outlines current investment opportunities in China, innovation in the technology and healthcare sectors and the benefits of local fundamental research. #CapGroupG...
12 Aug 202517min
Asset allocation in uncertain times
What does a balanced portfolio look like when the economic outlook is uncertain and markets are near all-time highs? Capital Group portfolio managers Paul Benjamin and Hilda Applbaum share allocation ...
7 Aug 202540min
Don't overlearn lessons: Staying nimble in turbulent markets
"When the thesis changes, you have to change with it," says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup to the global financial crisis to scenari...
31 Juli 202530min
Is the trade war killing globalization?
The U.S.-led trade war may change globalization in a profound way, but it won't kill it, says Capital Group portfolio manager Steve Watson, a global equity investor with 37 years of experience. "Globa...
24 Juli 202510min
Exploring Latin America: Seeking innovators in Brazil - Part 2
In the second part of our focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil. She outlines how the market is less tied to US trade than others in the region and how...
23 Juli 202521min
Innovation in Asia and Europe: Why now matters
Invest in what you know, or in what could be? Equity portfolio manager Noriko Chen has done both over her 26 years with Capital Group. From her first investment in ice cream to her background coverin...
17 Juli 202528min
2025 Midyear Outlook
Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets at the midpoint of 2025. How are tariffs, trade wars and actual wars affecting the outlook...
10 Juli 202545min
