Videos and webcasts | Capital Group

  • FUND CENTRE 基金資料庫
  • 基金資料庫
  • HOW TO INVEST 交易資訊
  • INVESTMENT INSIGHTS
  • ABOUT CAPITAL
  • 關於資本集團

Videos and webcasts

Our video and webcast channel enables you to hear the latest views from our Portfolio Managers and Investment Specialists on the current investment landscape and stay up-to-date with our fund range.

March 2018

Consider Investing in Global Corporate Bonds Today

Portfolio manager Vantil Charles outlines why investing in global corporates provides an excellent opportunity for Asian investors especially if you are uncertain about markets in the current climate.

Watch Video (06:27)

January 2018

2018 Outlook Webinar: Time for Balance and Flexibility

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.

Watch Video (45:04)

October 2017

Bond funds should behave like bond funds

Bond funds that don't engage in scope creep is a fundamental aspect of our fixed income approach. Analysts managing assets is another hallmark, among others.

Watch Video (5:45)

October 2017

Questions bond investors should be asking now

With the global economy in a late-cycle stage and major central banks beginning to retreat from monetary easing, how should investors position their portfolios?

Watch Video (5:57)

October 2017

No place for passive in bond investing?

Historically, most active bond managers have beaten passive bond strategies. There are structural reasons for this.

Watch Video (2:15)

June 2017

Journey to China and Beyond

An on-the-ground look at what’s happening in Asia and the opportunities for investors around the world.

Watch Video (7:09)

June 2017

Introducing the Capital Group US Corporate Bond Fund (LUX)

In this video investment specialist Jeremy Cunningham introduces the new Capital Group US Corporate Bond Fund (LUX), and discusses why investors should consider investing in US investment-grade corporate bonds.

Watch Video (5:09)


New Perspective Strategy: Key Questions Answered

Concerns have been raised about the size of the New Perspective strategy and the number of holdings in the portfolio. Investment director David Polak addresses these issues and more.

March 2017

Too Big to Generate Excess Returns?

Investment director David Polak explains why the current size of the New Perspective strategy is akin to a drop in the ocean.

 

Watch Video (1:40)

March 2017

Is the New Perspective Strategy an Index Hugger?

With more than 200 holdings, some may think that the New Perspective strategy is a closet indexer. The returns of its high conviction portfolio suggest otherwise.

Watch Video (1:18)

March 2017

When Many Cooks Do Not Spoil the Broth

Diversity and complementary skill sets are key traits of the investment team behind the New Perspective strategy. Learn about our multiple-manager system and the benefits it brings.

Watch Video (1:10)

March 2017

Long-Term Investing with New Perspective

Whether active or passive investing, what matters is delivering better investor outcomes over the long term. Here, the New Perspective strategy has not disappointed.

Watch Video (1:45)

Capital Group New Perspective Composite investment results (US$) as at 30 April 2017
Annualised lifetime
Before fees: 13.1%1
After fees: 11.4%2
MSCI ACWl: 8.4%3

  1. Results shown for the Capital Group New Perspective Composite, from inception at 31 March 1973, are asset-weighted and based on initial weights and monthly returns and gross of management fees. Provisional. Source: Capital Group
  2. Net of highest management fees. Actual investment results net of management fees may differ depending on investor profile and size of investment. Provisional. Source: Capital Group
  3. MSCI All Country World Index (net dividends reinvested) from 30 September 2011; previously MSCI World (net dividends reinvested). Source: MSCI
    This information supplements or enhances required or recommended disclosure and presentation provisions of the GIPS® standards, which if not included herein, are available upon request. GIPS is a trademark owned by CFA Institute.

Although the American Funds New Perspective Fund is mentioned in the video, American Funds are not registered for sale outside of the United States of America.

 


 


Q&A with David Polak

March 2017

Investing in uncertain times

Geopolitical uncertainty can unnerve the financial markets, especially in the short term. Investment director David Polak explains how the New Perspective strategy is positioned to benefit from changes in secular trends around the world.

Watch Video (2:54)

March 2017

Is the world still open for business?

Fuelled by anti-trade and anti-immigrant sentiment, localism is on the march across the world. Find out how the New Perspective strategy has managed to navigate these uncertainties for more than 40 years.

Watch Video (2:12)

March 2017

Changing global trends offer new opportunities

The global economy is reshaping at an unprecedented speed of change. Here are the three key themes that the New Perspective strategy is focused on in the current market environment.

Watch Video (3:36)

March 2017

See emerging markets through a global lens

Is there still room for growth in emerging markets? Learn how the New Perspective strategy is positioned in the emerging market space.

Watch Video (1:32)

March 2017

Market volatility: Friend or foe?

Market volatility is here to stay. But there are ways to overcome it. Investment director David Polak shares that the key is to stay focused on the long term.

Watch Video (1:50)

Although the American Funds’ New Perspective Fund is mentioned in the video, American Funds are not registered for sale outside of the United States of America.

 


 


30 years in emerging markets

January 2017

A pioneer in emerging markets

Thirty years ago, the World Bank invited Capital Group to create the world’s first emerging markets (EMs) equity fund. In this video, some of our EM-focused portfolio managers remember the early days and our pioneering challenges in the region.

Watch Video (2:03)

January 2017

The importance of a research-driven approach

Emerging markets comprise a vast and diverse set of opportunities. In this video, some of our EM-focused portfolio managers underline the importance of deep research and how it can help unearth these opportunities.

Watch Video (2:12)

January 2017

The evolution of emerging markets

In this video, some of our EM-focused portfolio managers discuss how emerging markets have evolved over time to become one of the most dynamic areas of global investing.

Watch Video (1:51)

January 2017

Emerging markets: an important part of a long-term investor’s portfolio

In this video, some of our EM-focused portfolio managers discuss how emerging markets should be an important part of a long-term investor’s portfolio.

Watch Video (2:13)

January 2017

Emerging markets outlook

In this video, some of our EM-focused portfolio managers discuss emerging markets outlook and how their importance will grow in the years to come.

Watch Video (1:44)