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
Exploring Latin America: Local knowledge key for Mexico - Part 1
In the first part of our look at Latin America, equity investment analyst Ana Reynal looks at the current outlook for Mexico. Ana, who grew up in Mexico, explains the benefits of local knowledge when ...
8 Juli 202520min
Investing in South Asia's emerging markets: India's embrace of free enterprise
Samir Parekh has seen a lot in his 24 years of investing, most prominently India's shift towards wealth creation and zeal for entrepreneurship. Samir sits down with Mike Gitlin to talk about what that...
3 Juli 202529min
Made in America: Can the U.S. rebuild its manufacturing might?
Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States. He outlines four scenarios for boosting domest...
26 Juni 202515min
Unearthing gold among African bonds – Part 2
In the second part of our look at African bonds, fixed income investment analyst Holger Siebrecht looks at the impact of commodities and focuses on the large South African market. #CapGroupGlobal For ...
24 Juni 202513min
Decoding dividend investing: Lessons in resilience amid volatility
Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades of navigating market volatility. She bring...
18 Juni 202529min
How emerging markets could win the trade war
Capital Group portfolio manager Lisa Thompson, a veteran investor in international markets, shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why so...
12 Juni 202524min
Resilient markets: How frontier debt is weathering global volatility - Part 1
Fixed income investment analyst Holger Siebrecht looks at African bonds and their role in the wider emerging market debt (EMD) universe. He discusses how the region is faring amid tariff-related volat...
10 Juni 202516min
