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May 25, 2023

Economist Jared Franz sees the potential for a stronger than normal recovery after a long-anticipated recession. Host Will McKenna highlights the three forces Franz expects will combine to give the U.S. a boost coming out of this slowdown.

 

Related resources:
Why the next economic recovery may be stronger...


May 18, 2023

As U.S. lawmakers wrangle over raising the federal debt ceiling, Capital Group political economist Matt Miller and fixed income portfolio manager Tom Hollenberg discuss the investment implications of a potential default.

 

Related resources:
Debt ceiling showdown: Should investors worry?

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May 11, 2023

Capital Group portfolio manager Caroline Randall shares her views on why dividends may be a more significant and stable contributor to total returns for investors. Plus, how she is finding dividend opportunities in the energy, health care and industrial sectors.

 

Related resources:
10 investment themes for 2023

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May 5, 2023

Capital Group portfolio manager Diana Wagner shares her views on finding opportunities in the aftermath of the banking crisis and in the “picks and shovels” of AI, as well as why she believes investment management is a truth-seeking business.

Related resources:
10 investment themes for 2023

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