Dec 16, 2022
Where can investors find value in today’s volatile bear market? Listen as equity portfolio managers Caroline Randall and Paul Benjamin — whose portfolio responsibilities include value-oriented strategies — share their perspectives on energy, utilities, defense and other dividend-paying sectors in this difficult...
Dec 2, 2022
Fresh from the first in-person international airshow since the start of the pandemic, equity portfolio managers Lara Pellini and Jason Smith share insights into the state of the aerospace industry. They discuss where they see opportunities and how face-to-face interaction with managements and colleagues makes...
Nov 18, 2022
Even with the disruptions of the pandemic, retailers have enjoyed record sales the last two years. And with life going back to normal, shoppers have re-embraced in-store shopping. But could decades-high inflation bring the shopping spree to an end? Capital Group analyst Rachel Bowman shares insight into...
Nov 4, 2022
A U.S. recession is looming, but how long — and difficult — is it likely to be? Economists Darrell Spence and Jared Franz offer their latest thinking on the bear market, and equity portfolio manager Justin Toner shares how he’s investing during this volatile period.
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Oct 20, 2022
Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections ahead of the November 8 contest. Will Republicans ride a “red wave” back into power, or will Democrats maintain slim majorities in the House and Senate? Tune in to hear Matt’s view on that, and what the outcome...