Capital Ideas Australia Podcast Capital Group

In this episode, we’re talking about the near and long-term outlook for stocks and bonds. How are the markets coping with U.S. interest rates at a 23-year high? And what does it mean for your asset allocation approach? Helping us answer these questions are equity portfolio manager Will Robins, fixed income portfolio manager John Queen, and solutions portfolio manager Michelle Black, each of whom has over 20 years of experience as a professional investor at Capital Group.
 
FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

In this episode, Equity Investment Director Matt Reynolds engages with Jody Jonsson, Vice Chair of Capital Group and Portfolio Manager, covering three significant areas. Firstly, Jody shares her current perspectives on the markets and highlights areas that she’s finding interesting. Secondly, as a US-based investor with a global outlook, Jody discusses the types of companies she actively seeks and highlights their long-term attributes. Finally, the discussion delves into the durable secular growth drivers that are poised to shape future results.
 
FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

With wars in Ukraine and the Middle East, simmering US-China tensions and a contentious US presidential campaign under way, it is understandable that investors may be anxious. Yet positive trends across technology, health care and other areas are transforming lives and driving opportunity for companies and patient investors. In this episode, Capital Group equity investment director, Matt Reynolds highlights five reasons to feel confident about the future.
 
FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

With inflation falling and the US Federal Reserve (Fed) signalling an end to its historic tightening cycle, the landscape for bond investors is beginning to look much clearer. Even after a sharp rally in late 2023, yields still look more attractive than they have in a decade. In this interview with managing director Jorden Brown, Capital Group fixed income investment director Haran Karunakaran discusses the opportunities in fixed income markets and the role that bonds should have in a portfolio, particularly in the current economic environment.


FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

In the second of two episodes, Investment director Natalya Zeman speaks to India specialist Anirudha Dutta and equity analyst Himanshu Sharma. Recently returned from a research trip to India the trio provide notes from the fields and discuss how Capital Group's boots on the ground approach informs our investment decision making.


FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

In the first of two episodes, Investment director Natalya Zeman speaks to India specialist Anirudha Dutta and equity analyst Himanshu Sharma. Recently returned from a research trip to India the trio provide notes from the fields and discuss how Capital Group's boots on the ground approach informs our investment decision making.


FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.