Categories
Podcast
Beyond AI: Investing in the physical economy
Brittain Ezzes
April 13, 2026
Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally in 2026 in heavy-asset companies, or companies outside of AI and big tech. She offers three catalysts that could sustain the rally, identifies areas where she is hunting for investment opportunity and explains why she believes we may be at the start of a physical economy renaissance. #CapGroupGlobal
Learn more about
The Apple logo, iPhone, iPod touch and iTunes are trademarks of Apple Inc., registered in the U.S. and other countries. Spotify® is owned by Spotify AB and is a registered trademark in the U.S. and other countries.
Our latest insights
-
-
Active Management
-
U.S. Equities
-
-
OUR LATEST PODCASTS
Don’t miss out
Get the Capital Ideas newsletter in your inbox every other week
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses.
This and other important information is contained in the fund prospectuses and/or summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
Capital Client Group, Inc.
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.