Jul 31, 2025
“When the thesis changes, you have to change with it,” says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup to the global financial crisis to scenario planning throughout the pandemic, Julian has honed the skill of doing his own research to gain an edge and stay...
Jul 24, 2025
The U.S.-led trade war may change globalization in a profound way, but it won’t kill it, says Capital Group portfolio manager Steve Watson, a global equity investor with 37 years of experience. “Globalization isn’t dead,” he insists. Listen in to hear his reasons why. #CapGroupGlobal
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Jul 23, 2025
In the second part of our focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil. She outlines how the market is less tied to US trade than others in the region and how she identifies the country’s disruptive innovators. #CapGroupGlobal
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Jul 17, 2025
Invest in what you know, or in what could be? Equity portfolio manager Noriko Chen has done both over her 26 years with Capital Group. From her first investment in ice cream to her background covering Asian infrastructure, Noriko tells Mike Gitlin how she identifies long-term industry shifts like automation and energy...
Jul 10, 2025
Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets at the midpoint of 2025. How are tariffs, trade wars and actual wars affecting the outlook for the global economy? Is stock market volatility presenting opportunities for long-term investors? Can bonds help to...