Videos and webcasts
Bond markets in developing economies have been challenged of late, but investors shouldn’t fear widespread, systemic risk, says portfolio manager Rob Neithart. In this video he offers his perspective on the recent volatility and names areas of opportunity.
Portfolio manager, Jody Jonsson, discusses what makes Capital Group’s New Perspective strategy different, and outlines the reasons behind a focus on quality multinationals.
The New Perspective strategy dates back to 1973 and aims to identify established and emerging multinational companies. In this video portfolio manager Steve Watson, discusses how New Perspective is managed, explains why he believes the multinational focus is an attractive one and how the fund differs from other global equity strategies.
Low volatility – a sign of investor complacency or nervousness? Portfolio manager Rob Lovelace offers his perspective.
In this video, portfolio manager Vantil Charles introduces the new Capital Group Global Corporate Bond Fund (LUX) and discusses why investors should consider investing in global corporate bonds, as well as his view on current valuations and the outlook for 2018.
Investment director Natasha Braginsky Mounier explains how Capital Group New World Fund (LUX) taps into a range of developing world stocks and bonds, seeking to limit volatility and reap the potential benefits of emerging market growth.
Portfolio managers Rob Lovelace and David Hoag, and economist Darrell Spence share their thoughts on the outlook for global equities, fixed income and economies as they look ahead to 2018.
Investment Director Julie Dickson, explains how our view of what is an attractive multinational company is changing, how we are seeking to take advantage of this change, and how Capital Group New Perspective Fund (LUX) differs from many other funds in its peer group by investing in genuinely global businesses.
The way not only people, but things, connect with one another presents a world of investment opportunities. Portfolio manager Gerald Du Manoir shares this and two other themes that have captured his interest.
How will fixed income markets fare as major central banks begin to retreat from monetary easing? Should investors cut their exposure to bonds? And are there particular areas where investors should be cautious? Mike Gitlin shares his outlook on the asset class and outlines some of the risks that fixed income investors should consider.
The pace of change for global investors has never been more rapid. With changing international trade patterns, it’s challenging to stay alert to the opportunities that are arising. We believe a research-driven approach is key to identifying the winners of tomorrow.
Many developed nations, particularly in Europe, are facing a political groundswell of populist sentiment. Portfolio manager Gerald Du Manoir discusses its roots and focuses on one nation, France, that may have found an antidote.
Emerging markets are benefiting from the global economic recovery, but does the current rally have staying power? Portfolio manager Shaw Wagener weighs in, and offers perspective on how the asset class has evolved.
Investors worried about a bond bubble might do well to sit tight. Capital Group head of fixed income Mike Gitlin covers U.S. growth expectations, the current economic cycle, the likely path of Fed funds policy and the global marketplace to help bond investors make informed decisions.
In this video investment specialist Maria Karahalis introduces our growth-orientated US equity strategy, AMCAP. This year, marking its 50-year anniversary, the strategy is now available to Asian and European investors as a Luxembourg-domiciled UCITS fund.
Bond funds behaving badly? They’re out there, cautions Capital Group’s head of fixed income, Mike Gitlin. He explains how a bond fund ideally should behave and why this concept is so important for investors seeking a well-diversified portfolio.
Portfolio managers Jody Jonsson and David Hoag, economist Darrell Spence and policy and communications advisor Matt Miller discuss the global outlook for financial markets, as well as the macroeconomic and political landscape, for the second half of 2017 and beyond.
If you blink in Beijing, you could miss the next techno-cultural shift. China affairs specialist Andrew Dougherty and economist Stephen Green — based in Beijing and Hong Kong, respectively — swap stories about the rapid adoption of technology in China.
The trajectory of China’s growth and transition to a consumption-based economy has broad global implications. China affairs specialist Andrew Dougherty and economist Stephen Green – based in Beijing and Hong Kong, respectively – offer their 10-year views.
In light of Warren Buffett’s recent letter to Berkshire Hathaway shareholders advocating low-fee index investing for most individual investors, Capital Group chairman and CEO Tim Armour and vice chairman Rob Lovelace add their views — and Capital Group’s voice — to the indexing discussion.