Where and Where Not to Nibble in the Markets
Scott Minerd, Chairman of Investments and Global CIO, calls in to Fox Business to discuss where he sees opportunity in a hampered market. Read Global CIO Outlook "The Faustian Bargain"
International Growth Volatility Update
Portfolio Manager Elisa Mazen joins Client Portfolio Manager Pankaj Naik to examine how the team is managing risks through the global equity downturn and discuss portfolio positioning changes in line with declining end demand. She also provides perspective on COVID-19 impacts outside its origin in China and how portfolio companies are managing through the outbreak.
The Fed's "Shock and Awe" Coronavirus Response
Scott Minerd, Chairman of Investments and Global CIO, calls in to Bloomberg TV to discuss the Federal Reserve’s emergency Sunday night announcement of rate cuts and QE.
Rate Cuts’ Effectiveness in Combating Coronavirus Challenges Is Limited
Scott Minerd, Chairman of Investments and Global CIO, explains on Bloomberg TV why stocks face more downside risk and why the yield on the 10-year note will go lower. Read Global CIO Outlook: “Peace for Our Time”
Coronavirus: What’s Next for Markets
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV to discuss market and economic implications of the spread of coronavirus. Read Global CIO Outlook: "Peace for Our Time"
Macro Themes for 2020
Brian Smedley, Head of Macroeconomic and Investment Research, discusses major trends likely to shape monetary policy and investment performance this year. Read our top 10 macroeconomic themes for 2020.
Consider a “best companies” approach to global investing
In light of the U.S. stock market’s dominance over the past decade, portfolio manager Rob Lovelace suggests an approach to investing in companies globally that de-emphasizes country of origin. Watch the full 2020 Outlook video from which this excerpt was taken for an opportunity to earn CE credit.
How we're pursuing winners in today's environment
Today’s environment of low — even negative — interest rates can present a challenge to equity investors. Equity investment director David Polak discusses how Capital Group’s investment professionals are addressing this challenge and opportunities they are discovering.
Europe’s economy and the Brexit effect
How is the European Union’s economy weathering the uncertainty over Brexit? London-based economist Robert Lind identifies the issues both European and British companies are facing and touches on the political undercurrents that are complicating a swift resolution.
Investing in China: Opportunity amid turmoil
Given the political protests and trade tensions that have unsettled markets in China of late, is it too soon to start thinking about investing there? Portfolio manager Winnie Kwan and investment specialist Kent Chan tackle this question.
International Growth Strategy 3Q19 Update
Portfolio Manager Michael Testorf, CFA, highlights headwinds facing the global economy and discusses catalysts that could lift non-U.S. equity markets.
2 risks to the current economic expansion
What keeps portfolio manager Alan Wilson up at night? Here he reveals two risks he believes could derail this long-running bull market.