2021 Outlook
Join us for a timely discussion of markets and the global economy, plus a detailed look at equity and bond market opportunities. We conclude with implications for portfolio allocations in 2021. To vie...
31 Dec 20201h 5min
Retiring bond manager charts the path ahead
London-based fixed income portfolio manager Mark Brett is retiring at the end of 2020. Here he distills the perspective gained over his four-decade career into practical guidance for bond investors em...
11 Dec 202037min
Adapt or die: Retailers navigate the pandemic storm
Capital Group equity analyst Rachel Bowman shares her outlook for the U.S. retail sector amid a pandemic-ravaged holiday shopping season. Some retailers are having their best year ever, she notes, whi...
4 Dec 202032min
Health care's future is now
Medical technology has come a long way in the two decades since the sequencing of the human genome. Given the staggering advances ahead of us, combined with the immediate global need to find a vaccine...
22 Okt 202027min
Acorns to oaks: 2 views on small-cap stocks
Many small-cap stocks are among the world's most innovative and fastest growing companies, but the asset class tends to be more volatile than large-cap stocks. We check in with veteran small-cap inves...
24 Sep 202035min
Lessons learned from a half-century of investing
As portfolio manager Claudia Huntington prepares to turn the page on a storied 47-year career at Capital Group, we couldn't help but request one final interview. Here she shares her top three lessons ...
10 Sep 202030min
Video games triumph in the stay-at-home era
Capital Group equity analyst Nathan Meyer discusses the rapid growth of the video game industry amid the COVID-19 pandemic. In the stay-at-home era, new gamers are entering the market and existing gam...
27 Aug 202032min
Municipal bond market: 2020 update
The year 2020 has been uncharacteristically eventful for the municipal bond market, which has seen multiple shifts in direction in just a few short months. We check in with resident muni portfolio man...
14 Aug 202033min
