Nov 27, 2025
Capital Group portfolio manager John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S. macroeconomic outlook, including the health of public and private markets. They share their expectations for interest rates, inflation, the labor market, stocks and...
Nov 25, 2025
Far from the traditional image of industrials as an old economy,
slow growth, low innovation sector,
many of these companies have changed beyond recognition in recent
years. Equity investment
analyst Sebastian Siersted focuses on the European industrials
space and outlines why he feels
businesses in this part of the...
Nov 20, 2025
Larry Culp, Chairman and CEO of GE Aerospace, became the first outsider to lead GE in the company’s history. In this episode, he shares how a leadership approach rooted in humility and respect helped guide the company through transformation and build a culture focused on continuous improvement.
Topics include:
Nov 13, 2025
Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand. He shares insights on Federal Reserve policy, bond markets and how...
Nov 11, 2025
With volatility on the rise in global markets, investors are
searching for stability. Some have their eyes on India and their
longtime strategic autonomy to provide the predictability and
resilience needed in the new trade order. Host Natalya Zeman and
guest Anirudha Dutta break down the reforms, policies,
and
global...