Oct 30, 2025
So far in 2025, non-U.S. stocks are leading U.S. markets. Is this the start of a seismic change or another head fake? Portfolio managers Diana Wagner and Chris Thomsen explore what’s driving global markets and how investors can adapt. This episode is adapted from our September 25 webinar, “U.S. versus international...
Oct 23, 2025
In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons:
In this episode, Lisa speaks with host Mike Gitlin about...
Oct 16, 2025
Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade. With tariffs and other trade barriers rising in many the world’s largest economies, Higashi explains why he remains optimistic about the prospects for select multinational...
Oct 14, 2025
Macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption.
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Oct 9, 2025
Martin Romo has spent more than 30 years at Capital Group — starting as a summer associate and now serving as chair and chief investment officer. In this conversation with Mike Gitlin, he shares lessons from his journey and explains the three pillars of The Capital System™: collaborative research, diverse