Jun 26, 2025
Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States. He outlines four scenarios for boosting domestic manufacturing and explains how each could impact the economy and job growth. He also identifies industries that could...
Jun 24, 2025
In the second part of our look at African bonds, fixed income investment analyst Holger Siebrecht looks at the impact of commodities and focuses on the large South African market. #CapGroupGlobal
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For our latest insights, practice management ideas and more,...
Jun 18, 2025
Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades of navigating market volatility. She brings insights like “red flags” of company management teams, how she divides her investment portfolio into three buckets...
Jun 12, 2025
Capital Group portfolio manager Lisa Thompson, a veteran investor in international markets, shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from the rivalry between the U.S. and China. She also explains why she expects a new...
Jun 10, 2025
Fixed income investment
analyst Holger Siebrecht looks at African bonds and
their role in the wider emerging market debt (EMD) universe. He
discusses how the region is faring amid tariff-related volatility
and what these bonds can bring to an EMD portfolio.
#CapGroupGlobal
For full disclosures go...