Apr 18, 2024
Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst, Jessica discusses why she was drawn to Amazon in the early days of the e-commerce revolution and how her teenage daughters help her assess cutting-edge retail...
Apr 17, 2024
Capital Group portfolio managers Will Robbins, John Queen and
Michelle Black share their views on the stock and bond markets,
including the impact of U.S. interest rates that are currently at a
23-year high. This podcast features excerpts from our February 29
webinar, “Asset allocation for 2024.” #CapGroupGlobal
Apr 11, 2024
Capital Group portfolio manager Reed
Lowenstein shares how active listening and getting the basic
details right has helped him build a successful investing career.
He explains the importance of holding onto strong convictions
lightly and how judgments of corporate leaders help shape his
investment decisions.
For our...
Mar 28, 2024
Capital Group CEO Mike Gitlin interviews Carl Kawaja, equity portfolio manager and chair of Capital Research and Management Company. Carl shares his thoughts about growing up on a Caribbean island, why he thinks humor is important to making good investment decisions, and how the rise of new weight loss drugs is...
Mar 21, 2024
Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on the market for office space, and what this trend could mean for the U.S. economy. #CapGroupGlobal
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