Dec 26, 2024

What does a portfolio manager have in common with a pilot? Tune in to hear Capital Group Vice Chair Jody Jonsson, who is both, discuss her adventures in the sky and in the markets with our CEO Mike Gitlin. Listen as Jody explains how earning her pilot’s license helped her evaluate aerospace companies, among other...

Dec 19, 2024

Capital Group portfolio manager Rob Lovelace and investment director David Polak discuss "The New Geography of Investing," an approach to evaluating companies based on where they do business rather than where they are headquartered. Roughly a decade after Capital highlighted this concept in a white paper, is it still...

Dec 12, 2024

Portfolio manager Mark Casey, equity investment analyst Mihir Mehta and economist Jared Franz break down key AI developments and how the next phase of AI could unfold. They discuss autonomous vehicles, the AI stack and a potential AI winter. This podcast features excerpts from our October 24 webinar, "AI spending...

Dec 5, 2024

When it comes to investing in bonds for income, what’s the best combination? Damien McCann, a fixed income portfolio manager at Capital Group, talks with Mike Gitlin about how he approaches investing across corporate investment-grade and high-yield bonds, emerging markets debt and securitized credit. Damien also...