Finding durable value in high yield tech & financials
Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields, an often overlooked area. Sandro explains how he values companies in transition, and why...
4 Feb 20min
2026 Outlook
Capital Group chief investment officer Martin Romo and portfolio manager Pramod Atluri share their 2026 outlook for the global economy and markets. Are we in the midst of an AI bubble or an AI boom? H...
29 Jan 27min
Building resilience into portfolios over the long term
Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil's hyperinflation to investing through the ...
22 Jan 25min
European utilities: Unlocking growth in the grid revolution
Equity investment analyst and portfolio manager Bobby Chada looks at the European utilities sector. Bobby outlines what these companies can bring to a portfolio and why their traditional boring label...
20 Jan 30min
Washington watch: Outlook for the U.S. midterm elections
Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections, along with other major events that are likely to shape the policy landscape in the new year. How wil...
15 Jan 29min
Banking on the big picture: How patience can pay off
European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join host Mike Gitlin and seasoned portfolio manager Alfonso Barroso, who brings over 30 years of i...
8 Jan 30min
Will AI take your job?
Capital Group economist Jared Franz explores whether artificial intelligence (AI) will take our jobs. He shares insights on which roles are most vulnerable, why companies may favor experienced hires, ...
24 Dec 202531min
Luxury unwrapped: Inside apex brands and their fabulousness budgets
Amidst changing consumer preferences and shifting trade dynamics, investment director Natalya Zeman and equity investment analyst Frank Beaudry discuss the dynamics of the European luxury goods sector...
23 Dec 202521min
