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Webinar
2026 CMAs and the economic outlook
SPEAKERS
Michele Mazzoleni
Solutions Analyst
Eswarie Balan
Solutions Analyst
Tryggvi Gudmundsson
Economist
Darrell Spence
Economist

 


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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:

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  • 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

 

Date and time:

Thursday, February 5, 2026 
11 a.m. PT | 2 p.m. ET
Duration: 60 minutes

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Michele Mazzoleni is a solutions analyst at Capital Group. He has 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, 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.

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