Markets & Economy Capital Group: The Great Global Restructuring webinar

What’s driving investment markets as global dynamics shift?

Featuring:

Andy Budden

Investment Director

Richard Carlyle

Investment Director

John Lamb

Investment Specialist

Alvaro Peró Gala

Investment Director

There is little doubt we are seeing seismic changes to the existing world order. Geopolitical realignments, evolving trade and monetary systems and transformative technologies such as AI are reshaping economies and industries. These shifts are redefining how we work, invest and create value.

 

At Capital Group, we refer to this dynamic as the Great Global Restructuring. Join our panel of investment professionals as they explore the implications for markets, the challenges and opportunities ahead, and how investors can position for what’s next.

Event date:27 January 2026

Andy Budden is an investment director at Capital Group. He has 33 years of investment industry experience and has been with Capital Group for 22 years. Earlier in his career at Capital, he was an investment specialist. Prior to joining Capital, he worked at Watson Wyatt Investment Consulting. He holds both a master’s degree and a bachelor’s degree in engineering from the University of Cambridge. He is an associate member of the Institute of Actuaries. Andy is based in Singapore. 

Richard Carlyle is an equity investment director and portfolio strategy manager. He has 44 years of investment industry experience (as of 12/31/2025). He holds a bachelor’s degree in economics with honors from Leicester University. 

John Lamb is an investment specialist at Capital Group. He has 10 years of industry experience and has been with Capital Group for seven years. He holds a bachelor's degree in economics and management from the University of Oxford. He also holds the Chartered Financial Analyst® designation. John is based in London. 

Alvaro Peró Gala is an investment director at Capital Group. He has seven years of investment industry experience and has been with Capital Group for one year. He holds an MBA from INSEAD, France, and holds both a master`s and bachelor's degree in industrial engineering from the Universidad Politécnica de Cataluña. He also holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst℠ designations. Alvaro is based in London.

Subscribe to this series to watch

You’ll receive event reminders and access to webinar recordings and resources.

Capital Ideas Webinars

Explore more

FOR PROFESSIONAL / QUALIFIED INVESTORS ONLY - NOT FOR PUBLIC DISTRIBUTION 

This material is a marketing communication. Statements attributed to an individual represent the opinions of that individual as of the date published and may not necessarily reflect the view of Capital Group or its affiliates. While Capital Group uses reasonable efforts to obtain information from third-party sources which it believes to be reliable, Capital Group makes no representation or warranty as to the accuracy, reliability or completeness of the information. This material is of a general nature, and not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities. It does not take into account your objectives, financial situation or needs. Before acting on the information you should consider its appropriateness, having regard to your own investment objectives, financial situation and needs. This communication is issued by Capital International Management Company Sàrl ("CIMC"), 37A avenue J.F. Kennedy, L-1855 Luxembourg, unless otherwise specified, and is distributed for information purposes only. CIMC is regulated by the Commission de Surveillance du Secteur Financier ("CSSF" - Financial Regulator of Luxembourg) and is a subsidiary of the Capital Group Companies, Inc. (Capital Group).

In Hong Kong, this communication has been prepared by Capital International, Inc., a member of Capital Group, a company incorporated in California, United States of America. The liability of members is limited. In Singapore, this communication has been prepared by Capital Group Investment Management Pte. Ltd., a member of Capital Group, a company incorporated in Singapore. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Neither has it been reviewed by any other regulator. 

In Australia, this communication is issued by Capital Group Investment Management Limited (ACN 164 174 501 AFSL No. 443 118), a member of Capital Group, located at Suite 4201, Level 42, Gateway, 1 Macquarie Place, Sydney, NSW 2000 Australia.

In Japan, this communication is issued by Capital International K.K. (Financial Instruments Business Operators No. 317 at Kanto Financial Bureau, a member of Japan Investment Advisers Association and The Investment Trust Association, Japan) located at Meiji Yasuda Life Building 14F, 2-1-1 Marunouchi, Chiyoda-ku, Tokyo, Japan.

All Capital Group trademarks are owned by The Capital Group Companies, Inc. or an affiliated company in the US, Australia and other countries. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies. 

Data Protection Notice: By submitting this form you agree that Capital Group may process your personal information for business development purposes and to communicate with you on industry products and services. You also acknowledge that you have read and understood the Privacy Policy and Cookies Policy available on our website and acknowledge that your personal information will be processed and used in accordance with the same. We will transfer or store your personal information in other countries, including those outside Europe, under the protection of appropriate safeguards. Should you wish to opt out of communication of any of the above, you can do so at any time by visiting our email preference centre.

 

Capital Group Privacy Policy | Capital Group Cookies Policy

 

2026 Capital Group. All rights reserved.