AI spending spree: Where's the payoff?
Portfolio manager Mark Casey, equity investment analyst Mihir Mehta and economist Jared Franz break down key AI developments and how the next phase of AI could unfold. They discuss autonomous vehicles...
12 Dec 202427min
Bond talk: When income is what you seek
When it comes to investing in bonds for income, what's the best combination? Damien McCann, a fixed income portfolio manager at Capital Group, talks with Mike Gitlin about how he approaches investing ...
5 Dec 202431min
Travel revival: Investment opportunities by land, sea and air
From artificial intelligence to an industrials boom, Capital Group portfolio manager Greg Miliotes talks about risks and opportunities he sees over the next three to five years. In this episode, Greg ...
28 Nov 202421min
U.S. Election Day key takeaways
Capital Group election watchers John Emerson, Matt Miller and Reagan Anderson discuss the political, economic and market implications of U.S. President-elect Donald Trump's sweeping victory on Electio...
21 Nov 202453min
How bonds could shine as interest rates decline
What can investors expect from bonds now that interest rates are declining? Discover how bonds are back to their critical roles of providing income and diversification from equity markets. In a conver...
14 Nov 202431min
Confessions of a value investor
Can a value investor find opportunities in growth-oriented areas like artificial intelligence? Capital Group portfolio manager Charles Ellwein believes he can — by scouring the market for solid compan...
7 Nov 202425min
Connecting the science and the business of drug innovation
Blockbuster drugs like Ozempic and Zepbound may appear to be overnight successes but were actually the result of years of research and incremental breakthroughs. In this podcast, Capital Group biophar...
31 Okt 202436min
Retail-investing success: Anne-Marie Peterson on the power of culture
Curious about investing in the fast-paced retail sector? Anne-Marie Peterson, an equity portfolio manager at Capital Group, speaks with Mike Gitlin about her experience shopping for opportunities amon...
24 Okt 202435min
