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Balancing act: Investing amid the AI boom and the Iran war
Paul Benjamin
Equity Portfolio Manager

Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced. #CapGroupGlobal



Paul Benjamin is an equity portfolio manager with 20 years of investment industry experience (as of 12/31/2025). He holds an MBA from Stanford and a bachelor’s degree in finance and religion from Northwestern College.


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