Inside the AI supply chain
Equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom. For full disclosures go to capitalgroup.com/global-disclosure...
24 Mars 25min
You can't model human behavior
Long-term investing success comes from experience, humility and learning across market cycles — not short-term forecasting. In this episode, equity analyst Cyana Chilton shares why disciplined, dispas...
19 Mars 26min
Adventures in emerging markets investing
Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility an...
12 Mars 26min
The psychology of building portfolios to withstand any cycle
Before becoming a fixed income portfolio manager, Shannon Ward's passion was psychology. Today, she uses understanding people and behavior to inform her investment strategies in high-yield bonds. Ke...
5 Mars 21min
How to find generational AI businesses – the 'move 37' moment
Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI. #CapGroupGlobal This content is intended to highlight issues and be o...
4 Mars 25min
Black gold: The outlook for oil prices
Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global ener...
26 Feb 23min
Regulation dictates opportunity in US utilities
Fixed income investment analyst Julian James discusses the prospects for investment grade US utilities. Julian outlines why regulation is the key driver of quality for companies in this space and how...
24 Feb 21min
Amazon CEO on leadership, innovation and customer obsession
In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed to the point of writing press releases...
19 Feb 31min
