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Outlook 2026 Outlook

Featuring:

Martin Romo

Chair and Chief Investment Officer

Pramod Atluri

Fixed Income Portfolio Manager

Will McKenna

Content Director

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1 hour CE credit for CFP, IWI and IAR*

What's next for the economy and markets in the U.S. and around the world? 

 

Stocks and bonds have rallied in the face of rising tariffs and lingering inflation. An AI boom is driving economic growth while causing worry about a tech bubble. How should investors approach financial markets seemingly full of paradoxes? Portfolio managers Martin Romo and Pramod Atluri identify risks and opportunities for the year ahead and what they could mean for your portfolio.

What you'll get:

  • Insights into what’s driving the global economy
  • Equity investment opportunities beyond tech
  • Smart fixed income strategies as rates decline
  • Portfolio ideas for the year ahead
  • One hour of CE credit

Event date:December 18, 2025

Martin Romo is chair and chief investment officer of Capital Group. He is also an equity portfolio manager with 32 years of investment industry experience (as of 12/31/2024). He holds an MBA from Stanford and a bachelor's degree in architecture from the University of California, Berkeley.

Pramod Atluri is a fixed income portfolio manager with 21 years of investment industry experience (as of 12/31/2024). He holds an MBA from Harvard and a bachelor's degree in biological chemistry from the University of Chicago. He is a CFA charterholder.

Will McKenna is a content director and frequent host of Capital Group webinars. He has 29 years of investment industry experience (as of 12/31/2024). He holds a bachelor’s degree in anthropology from Princeton.

 
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Supporting Materials

Webinar slides (PDF)
2026 Outlook report (PDF)
2026 Outlook
Webinar CE credit FAQs (PDF)

Capital Ideas Webinars

Explore series

*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit. This course has been approved by the North American Security Administrators Association (NASAA) under the providership of Broker Educational Sales & Training, Inc. B.E.S.T. is responsible for the administration of this course. NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of the NASAA or any of its member jurisdictions.

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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

The American Funds are intended only for persons eligible to purchase U.S.-registered mutual funds.