Aug 13, 2026
Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the $2.7 trillion defense industry. With ongoing wars in Ukraine and the Middle East, defense spending is on the rise amid a geopolitical realignment that may still be in its early stages. Zach and Caroline offer their views on the...
Aug 6, 2026
For Greg Miliotes, portfolio manager and Investment Group Oversight Chair, becoming an investor isn’t about what you’ll learn in a book or copying someone else’s style. It’s about curating your own playbook through a strong mental framework, long-term discipline and the conviction needed to navigate uncertainty....
Jul 30, 2026
Looking for some great reading material on a hot summer day? We’ve got you covered. Here are eight compelling titles taken straight from the shelves of Capital Group portfolio managers, economists and others.
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Jul 23, 2026
After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not “invent your own wheel.” Driving outcomes for clients starts with following deep research, then applying judgment over time.
Hear practical takeaways from David’s tenured career, including:
Jul 16, 2026
Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs and fixed income portfolio manager Chitrang Purani explore what’s driving markets today, from AI to the outlook for inflation and interest rates. This episode is adapted from our...