2015 Capital Group Private Client Services Investment Roundtable
We recently gathered members of our stock and bond portfolio management teams for our annual discussion about the markets and insights into the most compelling opportunities right now.
Below are video excerpts from this wide-ranging conversation. You can also read the entire Investment Roundtable by downloading the Winter 2015 issue of Quarterly Insights.
Why stocks have continued to do well
Despite significant global uncertainty, equities have continued to move higher in recent years. What’s driving these gains, and how does the environment look going into 2015? Principal investment officer Will Robbins and equity portfolio manager Ted Samuels share their perspectives.
The prospects for higher interest rates in 2015
The Federal Reserve has hinted that it’s likely to start raising short-term interest rates later this year. But, as Capital Group economist and fixed-income analyst Anne Vandenabeele explains, the timing is still one of great uncertainty.
Assessing current stock market valuations
The S&P 500 hit a string of new highs during 2014. Has the market come too far, too fast? It’s a question we asked equity portfolio manager Ted Samuels.
Why bonds have continued to do well
Despite concerns that rates are likely to rise, bonds have continued to well in recent years. As fixed-income portfolio manager David Hoag explains, there’s a good reason for that.
Reasons yields may stay low for some time
Many wonder when yields will finally get back up to the higher levels investors once took for granted. According to Capital Group economist and fixed-income analyst Anne Vandenabeele, it may be some time, for reasons she explains in this video.