Investing through the AI transition
Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view: while technology evolves, the fundamenta...
20 Aug 25min
The next wave of defense spending
Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the $2.7 trillion defense industry. With ongoing wars in Ukraine and the Middle East, defense spending is on t...
13 Aug 25min
Who you become when you invest
For Greg Miliotes, portfolio manager and Investment Group Oversight Chair, becoming an investor isn't about what you'll learn in a book or copying someone else's style. It's about curating your own pl...
6 Aug 23min
8 book recommendations for your summer reading list
Looking for some great reading material on a hot summer day? We've got you covered. Here are eight compelling titles taken straight from the shelves of Capital Group portfolio managers, economists and...
30 Juli 9min
Follow the research, not the crowd
After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not "invent your own wheel." Driving outcomes for clients starts with following deep resea...
23 Juli 21min
2026 Midyear Outlook
Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs and fixed income portfolio manager Chitrang Purani explore wha...
16 Juli 37min
How Chef Daniel Boulud scaled a restaurant empire with intention
In a highly competitive industry, Chef Daniel Boulud has built an enduring brand defined by excellence over decades. From early days in the kitchen to leading a global restaurant group, he shares what...
9 Juli 24min
Balancing act: Investing amid the AI boom and the Iran war
Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group portfolio manager Paul Benjamin shares his...
2 Juli 24min
