The Capital Ideas Podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week, we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes, and tap into the intellectual capital of Capital Group.
Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund®, discusses his outlook for the global equity markets in 2026 and beyond. Joined by special guest, investment director David Polak, the two offer their views on shifting global trade winds, the rise of international markets, and the origins of the New Geography of Investing. #CapGroupGlobal
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Podcast
Podcast
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