Webinar
Michele Mazzoleni
Eswarie Balan
Tryggvi Gudmundsson
Darrell Spence
Capital Group shares its 2026 capital market assumptions with insights on the global economy and expectations for equities, fixed income and currencies. The team will explore key structural trends shaping markets, including:
- Perspective on major policy shifts and their potential impact on markets
- Drivers behind recent equity market strength and the factors that may influence future returns
- Implications of AI for both equity and bond markets
- Insights on how election outcomes have shaped trade and immigration policies
- The forces sustaining investor optimism
Event date: Thursday, February 5, 2026
Michele Mazzoleni is a solutions analyst with 12 years of investment industry experience (as of 12/31/2025). He holds a PhD in economics from Johns Hopkins University, a master’s degree in economics from the London School of Economics and Political Science and a bachelor's degree in economics from the University of Lugano, Switzerland.
Eswarie Balan is a solutions analyst with 15 years of investment industry experience (as of 12/31/2025). She holds a master's degree in economics from Columbia University and bachelor's degrees in actuarial science, finance and economics from the Wharton School of the University of Pennsylvania.
Tryggvi Gudmundsson is an economist with 17 years of investment industry experience (as of 12/31/2025). He holds a PhD from the London School of Economics and Political Science, and master’s and bachelor’s degrees in economics from the University of Iceland.
Darrell R. Spence is an economist with 33 years of investment industry experience (as of 12/31/2025). He holds a bachelor’s degree in economics from Occidental College. He also holds the Chartered Financial Analyst® designation and is a member of the National Association for Business Economics.
