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artificial intelligence, machine learning
An up-close look at the future of artificial intelligence

Capital Group investment professionals explain what artificial intelligence is, how it affects you and why it has dramatically changed the investment landscape.

June 2018


investment analyst, todd saligman
Aerospace reaches cruising altitude with Asian demand

Growing demand for air travel from Asia's emerging middle class is just one reason to be bullish on commercial aerospace. Investment analyst Todd Saligman shares his outlook for the sector.

May 2018


fixed income, world bond, rob neithart
World Bond: Diversification from equities

Portfolio manager Rob Neithart and fellow World Bond managers explain the mandate's goal of being resilient in periods of equity market weakness.

May 2018


fixed income, world bond, thomas hogh
World Bond: Meet the managers

Thomas Høgh and other Capital Group World Bond FundSM (Canada) portfolio managers discuss their complementary backgrounds and the unique investment culture at Capital Group.

May 2018


fixed income, world bond, mark brett
Is your bond portfolio a scope creeper?

Some bond mandates engage in "scope creep" as they reach for yield and take on more risk. Portfolio manager Mark Brett and his colleagues talk about investing in bonds that behave like bonds.

May 2018


global equity, carl kawaja
Reflections on 15 Years of the Global Equity Mandate

Portfolio manager Carl Kawaja discusses the two core principles for creating Global Equity, and looks forward to the future with confidence.

April 2018


fixed income, mike gitlin
The Current Market Environment for Fixed Income Investors

Mike Gitlin, head of fixed income, shares his outlook on the asset class and outlines some of the risks that investors should consider.

March 2018


fixed income, mike gitlin
Fixed Income at Capital Group: What We Believe and How We Invest

Head of Fixed Income Mike Gitlin sets out the importance of investing in bond funds that don't engage in scope creep and explains what differentiates Capital Group from industry peers.

February 2018


market volatility, tim armour
Capital Group Chairman Addresses Market Volatility

Capital Group chairman and chief executive officer Tim Armour discusses the sudden return of volatility to the markets and provides helpful context for advisors and investors.

February 2018


Will Craig, FANG stocks
Tech Watch: Could the FANG Stocks Be Losing Their Bite?

The FANG stocks may look pricey, but these companies have economics in their favour. Capital Group investment analyst Will Craig explains.

January 2018


Jeremy Burge
Canada as a Rising Tech Incubator

Jeremy Burge, a portfolio manager of Capital Group Canadian Focused Equity FundSM (Canada), weighs in on opportunities and challenges of Canada's version of Silicon Valley.

January 2018


Luis Oliveira, emerging markets
Yes, You Can Have Emerging Markets Exposure With Lower Volatility

Luis Freitas De Oliveira, a portfolio manager of Capital Group Emerging Markets Total OpportunitiesSM Fund (Canada), discusses how the mandate offers investors exposure to dynamic emerging markets investments without excessive risk taking.

January 2018


Joyce Gordon, Capital Group values
How Capital Group's Values Benefit Investors

Veteran portfolio manager Joyce Gordon discusses the four words she'd use to describe Capital's culture and how these traits align with investors' needs.

December 2017


Matt Miller, NAFTA
Win-Win-Win on NAFTA?

Matt Miller, policy and communications advisor for Capital Group and former senior advisor in the White House Office of Management and Budget, gives his thoughts on why NAFTA negotiations might have a happy ending.

December 2017


Mike Gitlin, bond funds
Time to Upgrade Your Bond Portfolio

At a November 2017 Advisor Forum, Mike Gitlin, head of fixed income, discussed the four roles fixed income play in a portfolio and why he's encouraging a bit more conservatism.

December 2017


Will Craig, tech stocks
Are Tech Stocks in for Bubble Trouble?

A near-term correction for tech stocks is a distinct possibility, says investment analyst Will Craig. Here he offers his longer term outlook for the internet sector.

November 2017


Gerald Du Manoir, International Equity
Connectivity Is One Investment Megatrend to Watch

The way not only people, but things, connect with one another presents a world of investment opportunities. Portfolio manager of Capital Group International Equity FundSM (Canada) Gerald Du Manoir shares this and two other themes that have captured his interest.

October 2017


Gerald Du Manoir, investing in japan
Investing in Japan No Longer an Either/Or Proposition

Gerald Du Manoir, a portfolio manager of Capital Group International Equity FundSM (Canada), discusses the recent market changes that have altered his approach to whether — and where — to invest.

October 2017


Craig Gordon, Pharma
Pharma's Top Innovators Positioned for Success

Innovation and management are key differentiators in today's diverse pharmaceutical industry. Investment analyst and former physician Craig Gordon discusses what he looks for in a focused portfolio of pharma and biotech companies.

October 2017


Shaw Wagener, emerging markets
Emerging Markets Rally Riding on Earnings Growth

Emerging markets are benefiting from the global economic recovery, but does the current rally have staying power? A portfolio manager of Capital Group Emerging Markets Total OpportunitiesSM Fund (Canada) weighs in.

September 2017


Shaw Wagener, Shenzhen, China
Notes From Shenzhen: China's Silicon Valley

Shaw Wagener, a portfolio manager of Capital Group Emerging Markets Total OpportunitiesSM Fund (Canada), shares his thoughts from a recent trip to IT hotbed Shenzhen.

September 2017


Stephen Green, Steve Watson, Asia
Journey to China and Beyond

An on-the-ground look at what's happening in Asia and the opportunities for investors around the world.

September 2017


 Mike Gitlin, head of fixed income
Why Bonds Should Behave Like Bonds

Capital Group's head of fixed income explains why bonds behaving like bonds is important for investors seeking a well-diversified portfolio.

September 2017


David Hoag, fixed income portfolio manager
Preventing "Scope Creep" in Portfolios

Capital Group portfolio manager David Hoag discusses the importance of resisting "scope creep".

September 2017


Craig Gordon, pharma analyst
Pharma's Next Big Innovation May Be Affordability

The pharmaceutical industry is a hotbed of innovation. Capital Group investment analyst Craig Gordon, a former practicing physician, discusses the breakthroughs that have him most excited.

August 2017


Stephen Green, Andrew Dougherty, China
Inside China's Growth Evolution

China's future growth and economic makeup have serious global implications. Watch as our two China-based pros compare notes from the field.

July 2017


Stephen Green, Andrew Dougherty
Political Speed Bumps on China's Road to Reform

China's progress toward political and economic reform can be a hurry-up-and-wait proposition. Capital Group's China affairs specialist Andrew Dougherty and economist Stephen Green — based in Beijing and Hong Kong, respectively — explain why.

June 2017

Andrew Dougherty, China commerce, Ferrari
From Melon Trucks to Ferraris: Charting China's Meteoric Change

If you blink in Beijing, you could miss the next techno-cultural shift. Capital Group's China affairs specialist Andrew Dougherty and economist Stephen Green — based in Beijing and Hong Kong, respectively — swap stories about the rapid adoption of technology in China.

June 2017


Mark Casey, autonomous cars
Self-Driving Cars: Coming to a Highway Near You

Self-driving cars are just around the corner. Capital Group portfolio manager Mark Casey reveals what they can already do, how soon we'll begin to see them and what companies are doing to secure a piece of the action.

May 2017


Michael Thawley, China relations
How Rising U.S.-China Tensions Could Affect Investors

China's relations with the West are at a crossroads. Capital Group political economist Michael Thawley discusses what to expect from U.S.-China negotiations and how it could affect global investors.

May 2017


Rob Lovelace, New Geography
The New Geography of Investing® and a New Breed of Global Company

An innovative approach to gauging global companies' investment prospects has witnessed the emergence of a new generation of global company, according to Capital Group portfolio manager Rob Lovelace.

April 2017


Robert Lovelace, European union
The Case for Investing in Europe

Many investors are understandably concerned about investing in European companies today. Capital Group portfolio manager Rob Lovelace offers an alternative view.

April 2017


Michael Thawley, France elections
Election 2017: France

All eyes are on France and its national election starting this month. Political economist Michael Thawley discusses what's at stake for France and explains why Capital Group has redoubled its research efforts there.

April 2017


Jonathan Knowles, European Union
Unbothered by Brexit

Will Brexit leave the U.K. worse off in the long run? Capital Group portfolio manager Jonathan Knowles explains why he thinks the British will muddle through this crisis as they have all the others.

April 2017


Luis Oliveira, Chris Choe, emerging markets
Our Emerging Markets Outlook

Capital Group emerging markets-focused portfolio managers discuss the outlook for emerging markets and how their importance is likely to grow in the years to come.

March 2017


Luis Oliveira, Chris Choe, emerging markets
The Role Emerging Markets Can Play in an Investor's Portfolio

In this video, some of Capital Group’s most experienced portfolio managers discuss how emerging markets can be part of a long-term investor's portfolio.

March 2017


emerging markets, global investing
How Emerging Markets Have Evolved

Some of Capital Group's most experienced portfolio managers discuss how emerging markets have evolved over time to become one of the most dynamic areas of global investing.

March 2017


indexing, warren buffett
Why Settle for Average? Our Perspective on Index Investing

In light of Warren Buffett's recent letter to Berkshire Hathaway shareholders advocating low-fee indexing for most individual investors, Capital Group chairman and CEO Tim Armour and vice chairman Rob Lovelace add their views — and Capital Group's voice — to the indexing discussion.

March 2017


emerging markets, shaw wagener
Decades of Experience in All Aspects of Emerging Markets

Capital Group's most experienced investors in emerging markets discuss our research in equities, fixed income and private equity, and how all of this fits together to give us a broader perspective.

March 2017


emerging markets
A Pioneer in Emerging Markets

Thirty years ago, the World Bank invited Capital Group to manage the world’s first emerging markets equity fund. Capital Group portfolio managers remember the early days and our pioneering challenges in emerging markets.

February 2017


Karl Zeile, John Smet, Fixed Income
2017 Fixed Income Outlook: Finding Value in Volatile Markets

Capital Group portfolio managers John Smet and Karl Zeile discuss opportunities they're seeing in the year ahead in the bond market.

February 2017


Carl Kawaja, Global Equity
2016 Global Investing Forum Highlights: Nestlé and Overcoming Doom and Gloom

Carl Kawaja, a portfolio manager of Capital Group Global Equity FundSM (Canada), discusses Nestlé’s long history of paying dividends and how doom and death is often foretold, but somehow surmounted.

February 2017


Carl Kawaja, Global Equity
2016 Global Investing Forum Highlights: The Future of Telecom in India

Carl Kawaja, a portfolio manager of Capital Group Global Equity FundSM (Canada), weighs in on how the rise of the middle class in India has fueled the growth potential of telecom.

February 2017


Carl Kawaja, Global Equity
2016 Global Investing Forum Highlights: Analysts on the Ground in India

Carl Kawaja, a portfolio manager of Capital Group Global Equity FundSM (Canada), discusses how analysts in Capital’s Mumbai office help inform the investment process.

February 2017


Gadi Slade, Analyst Global Equity
2016 Global Investing Forum Highlights: Four Things I Look for as an Analyst

Gadi Slade, a global equity analyst, describes the four areas he must get right when analyzing a company.

February 2017


Jody Jonsson, Tim Armour, Kevin Clifford
Unraveling the Strong U.S. Dollar Dilemma

Will the U.S. dollar's strength continue? And what does a strong dollar mean for multinational companies? Capital Group portfolio managers Jody Jonsson and Tim Armour discuss.

January 2017


2017 Outlook, Tim Armour, Kevin Clifford
Global Investment Themes to Watch in 2017

Capital Group portfolio managers Tim Armour and Jody Jonsson share their thoughts on global investment themes for the year ahead.

January 2017


Matt Miller, Capital Group
The Political Challenge of Populism

Matt Miller, policy and communications advisor for Capital Group, reflects on the origins of the populist movement in the U.S. and maps out the political challenges ahead.

December 2016


Carl Kawaja, Capital Group
2016 Global Investing Forum Highlights: Things Are Getting Better

Carl Kawaja, a portfolio manager of Capital Group Global Equity FundSM (Canada), describes how breakthroughs in technology and health care are making the world a better place.

December 2016


Matt Miller, Policy and Communications Advisor
Trump and Trade: Separating Talk From Truth

Matt Miller, policy and communications advisor for Capital Group, discusses the challenges that lie ahead for President-elect Donald Trump in negotiating trade agreements with China and Mexico.

December 2016


Matt Miller, Policy and Communications Advisor
The Morning After: Making Sense of a Trump Presidency for Investors

Matt Miller, policy and communications advisor for Capital Group, discusses what investors might expect from the shifting political landscape in Washington after Donald Trump's surprise U.S. presidential win.

November 2016


Irfan Furniturewala
Will Apple's iPhone 7 Fall Far From the Tree?

Capital Group investment analyst Irfan Furniturewala offers his outlook for Apple in the wake of the iPhone 7 launch and the company's plan for the Chinese market place.

November 2016


us election, decision 2016
Decision 2016: The U.S. Presidential Election

Capital Group investment professionals discuss the upcoming U.S. election and what the outcome may mean for the U.S. economy, public policy and investments.

October 2016


commodities, boom, Nick Grace
Could We Be on the Verge of Another Commodities Boom?

Capital Group portfolio manager Nick Grace discusses the cyclical shift he is seeing in the supply/demand dynamics of commodities in China, including a move to curtail capacity.

October 2016


Fixed Income, Investment Director, Luke Farrell, Bonds, Corporate Bonds
Leverage is Back — Should Corporate Bond Investors Be Worried?

Capital Group fixed income investment director Luke Farrell discusses today's corporate bond environment and the challenges and opportunities associated with increased leverage.

September 2016


Yield, Hilda Applbaum, Bonds, Bond Market
The Perils of Reaching for Yield

Portfolio manager Hilda Applbaum discusses the risk of reaching for yield in today's environment and suggests a safer way to identify income-producing investments.

September 2016


Portfolio manager Hilda Applbaum, Global Balanced, Income, Retirement, Yield
An Income Investor Assesses Today's Environment

Hilda Applbaum, portfolio manager of Capital Group Global Balanced Fund (Canada), discusses the firm’s approach to income investing in today’s global environment.

September 2016


Rob Neithart, Emerging Market, EM, India, Argentina, Brazil
Emerging Markets Debt Offers Opportunity in a Low-Yield Environment

Portfolio manager Rob Neithart emphasizes the importance of credit research to differentiate winners from losers in emerging markets debt.

August 2016


Portfolio manager Martin Jacobs
Opportunities in Industrials in Today's Environment

Capital Group portfolio manager Martin Jacobs discusses what he looks for in industrial companies in today's environment and shares two opportunities he has identified.

July 2016


Capital Group History, Capital Group
Eight Decades in the Making: The History of Capital Group

Gain insight into our history, philosophy, and unique approach to investment management - The Capital System®. Learn why everything we do hinges on one fundamental question: Is it in the best interest of our investors?

July 2016


Capital Group, Jessica Spaly, Amazon, Retail
Amazon is making waves in the retail end of the pool

Capital Group investment analyst Jessica Spaly discusses the disruptive influence Amazon has had on the retail sector and explains where she is finding opportunities today.

June 2016


Capital Group, Lisa Thompson, Emerging Markets, Brazil, China
China and Brazil: When Bad ZIP Codes Happen to Good Companies

Portfolio manager Lisa Thompson discusses her search for investment opportunities in China and Brazil, where societies in transition have led to lower market valuations across the board.

June 2016


Capital Group, Carl Kawaja, Global Equity
The Courage To Invest in a Better Future

Capital Group Global Equity FundSM (Canada) portfolio manager Carl Kawaja shares his philosophy of investing globally in technology, health care and other problem-solving industries.

June 2016


Capital Group Canada, Capital System
How The Capital SystemSM is Different

We believe in a smarter way of investing — one that combines individuality and teamwork to help investors meet their goals.

May 2016


Capital Group Canada, Capital System, Anne Vandenabeele
Our Teamwork Is Built on Individuality

Capital Group investment professionals discuss how diversity of thought strengthens our investment approach.

May 2016


 Capital Group Canada, Capital System, Jeff Garcia
The Capital SystemSM Promotes Diversity of Thought

Capital Group investment professionals explain that at Capital, there isn't one macro view. The key to teamwork is having different people come at an idea from different angles.

May 2016


Capital Group Canada, Capital System, Karl Zeile
How Capital Group Defines Superior Long-Term Results

Capital Group investment professionals explain the difference between performance and results, and how volatility is part of our equation for long-term results.

May 2016


Capital Group Canada, Capital System, Alan Wilson
Our Strength Lies in Our Proprietary Approach

Capital Group investment professionals explain what differentiates the Capital System from the way other companies manage their portfolios.

May 2016


Capital Group, Carl Kawaja, Global Equity
A New Dawn for Brazil?

Capital Group portfolio manager Carl Kawaja looks at a fallen Brazil — its once-great commodity-based economy now weakened and a formal impeachment process underway — and sees a potential tipping point.

May 2016


Capital Group, Mike Kerr, Oil Prices
The Outlook for Oil and the U.S. Economy

Portfolio manager Mike Kerr shares his thoughts on the oil production cycle and his reasons for optimism about the future of the U.S. economy.

April 2016


Capital Group, Mark Casey, Carl Kawaja
The Importance of Meeting with Private Companies

Carl Kawaja, a portfolio manager of Capital Group Global Equity FundSM (Canada), and investment analyst Mark Casey discuss the innovative technologies and companies they encounter living and working in proximity to Silicon Valley.

December 2015


Capital Group investment analyst Brian Kennedy
A Day in the Life of a Capital Group Investment Analyst

Equity analyst Brian Kennedy illustrates how Capital Group puts the power of global research to work in today's complex investment markets.

January 2015


2014 Global Investing Forum Highlights

Video highlights from Capital Group's Global Investing Due Diligence Forum, including equity, fixed income, emerging markets and global research insights.

December 2014


Capital Group investment analyst  Shaw Wagener
Uncovering opportunities in emerging markets

Shaw Wagener, one of the portfolio managers of Capital Group Emerging Markets Total OpportunitiesSM Fund (Canada), discusses Capital Group's long history as an emerging markets investor. This portfolio was first offered in Canada in 2012.

March 2014


Capital Group China affairs director, Susan Dietz-Henderson
2013 Global Investing Forum Highlights

Video highlights from Capital Group's Global Investing Due Diligence Forum, including equity, fixed income, emerging markets and global research insights.

December 2013


Investors need exposure to dynamism in emerging markets

An interview with Emerging Markets Total Opportunities portfolio manager Luis Freitas de Oliveira.

February 2013


Four decades of investing with Gordon Crawford

Portfolio manager Gordon Crawford, who retired at the end of 2012, looks back on his 41-year career at Capital Group.

January 2013


Searching for Google

Portfolio manager Don O'Neal discusses the depth of research involved in choosing to invest in an individual company's stock.

December 2012