Midyear Outlook

Midyear Outlook

Our Midyear Outlook for 2022 arrives against a backdrop of high inflation, slowing growth and a looming recession. We checked in with equity portfolio manager Noriko Chen and fixed income portfolio manager Pramod Atluri to get their perspectives on the market and to find out how they're adapting their portfolios to this most turbulent season.

Related resources:

Midyear Outlook report (PDF)

Midyear Outlook

E-book: 10 investment themes for 2022

This content is published by Capital Client Group, Inc.

To view the webinar or attend future webinar events, visit capitalideaswebinars.com.

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

The Capital Ideas website is not intended for use outside the U.S. In Canada, visit capitalgroup.com/ca for Capital Group insights.

Avsnitt(314)

Adventures in small-cap investing

Adventures in small-cap investing

"Being an analyst is the best job in the world," says Greg Wendt, who happens to be the longest-serving analyst in Capital Group history. Wendt, who is about to wrap up a 37-year career, shares tales ...

5 Juni 202528min

The U.S. loses its triple-A credit rating. What's next?

The U.S. loses its triple-A credit rating. What's next?

The United States lost its triple-A credit rating last month from Moody's, the last of the major rating agencies to give U.S. sovereign debt its highest assessment. What does it mean for interest rate...

29 Maj 202522min

Power shifts: The future of European utilities

Power shifts: The future of European utilities

The ongoing energy transition has fundamentally changed the utilities industry. Fixed income investment analyst Barbora Matouskova looks at the shifting backdrop for European utilities and potential o...

27 Maj 202510min

Building resilient portfolios in volatile markets

Building resilient portfolios in volatile markets

Recent stock market volatility underscores the importance of diversification. Equity portfolio manager Diana Wagner shares with Mike Gitlin that such volatility can also unearth investment opportuniti...

22 Maj 202533min

Is U.S. dollar dominance ending?

Is U.S. dollar dominance ending?

After a decade of dominance, the U.S. dollar has fallen sharply in the first few months of 2025. As tariffs and geopolitical disputes upend the global economic outlook, could this be the end of one of...

15 Maj 202521min

Fundamentals of investing: Embracing simplicity

Fundamentals of investing: Embracing simplicity

In an era when too much information arrives at breakneck speed, simplicity has value. That's one lesson Andrew Suzman, equity portfolio manager and chair of Capital Research and Management Company, sh...

8 Maj 202528min

Tariff impacts on global markets

Tariff impacts on global markets

Capital Group portfolio managers Jody Jonsson and Chit Purani discuss their views on the equity and fixed income markets amid rising tariffs and escalating trade disputes around the world. Will tariff...

1 Maj 202534min

Unlocking longevity: The future of health and aging

Unlocking longevity: The future of health and aging

Equity investment analyst Rich Wolf looks at how increased life expectancy is reshaping healthcare and investment strategies, highlighting advancements in healthcare, the impact of aging, and promisin...

29 Apr 202519min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
rss-borsens-finest
avanzapodden
rss-svart-marknad
svd-tech-brief
uppgang-och-fall
rss-dagen-med-di
fill-or-kill
rss-kort-lang-analyspodden-fran-di
rss-den-nya-ekonomin
24fragor
lastbilspodden
dynastin
rss-inga-dumma-fragor-om-pengar
rikatillsammans-om-privatekonomi-rikedom-i-livet
kapitalet-en-podd-om-ekonomi
borsmorgon