Feb 24, 2026
Fixed income investment analyst Julian James discusses the
prospects for investment grade US utilities.
Julian outlines why regulation is the key driver of quality for
companies in this space and how he sifts
through such a large sector to find the most attractive
opportunities for portfolios.
#CapGroupGlobal
This...
Feb 4, 2026
Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields, an often overlooked area. Sandro explains how he values companies in transition, and why terminal value and pricing power matter. He also explores the surge in AI-related issuance and the evolving role of...
Dec 9, 2025
China industry specialist Ertan Tawakkul talks about the rapid
growth of the Chinese electric vehicle market. Ertan looks at
current factors shaping this sector and gives insights from his
hundreds of company meetings.
#CapGroupGlobal
This content is intended to highlight issues and be of a general nature. It should not...
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...
Sep 30, 2025
Investment director Mandeep Saini looks at the world of property and casualty insurance. #CapGroupGlobal
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