Midyear Outlook: U.S. looks set to boom, zoom and consume
by Hilda Applbaum, portfolio manager, Chris Buchbinder, equity portfolio manager, Darrell Spence, economist, Capital Group The U.S. economy…
Midyear Outlook: International markets benefiting from value shift
by Greg Fuss, portfolio manager, Andrew Suzman, equity portfolio manager, Lisa Thompson, equity portfolio manager, Capital International Asset…
Medical miracle: Health care innovation saves the world
by Laura Nelson Carney, equity investment analyst, Richmond Wolf, portfolio manager/investment analyst, Capital International Asset Management COVID-19 vaccines…
How to talk to clients about Bitcoin
by Barbara Burtin, equity investment analyst, Douglas Upton, equity investment analyst, Alan Wilson, portfolio manager, Capital International Asset…
Value or growth? Both, says veteran portfolio manager
by Martin Romo, equity portfolio manager Value investing has overtaken growth early in 2021. Portfolio manager Martin Romo…
Semiconductors could be the new oil: Here’s why
Two of our analysts see semiconductors powering the next decade of global growth in an increasingly data-hungry world.…
3 pillars of Canada’s business model and their impact on bonds
by Thomas Reithinger, Fixed Income Portfolio Manager, Capital International Asset Management How is Canada’s business model faring? Thomas…
These 3 laws drive innovation and investment opportunity
by Kaitlyn Murphy, Equity Analyst, Isaac Sudit, Equity Analyst, and Rich Wolf, Manager/Invesetment Analyst, Capital Group Three laws…
How “creative destruction at light speed” impacts bonds
by Jim Mullaly, Portfolio Manager, Capital Group There’s a silver lining to the government-imposed government shutdowns: “Creative Destruction…
Bobby Hull, Canadian Club and bonds: Reflections on 4 decades of investing
by Jim Mullaly, Portfolio Manager, Capital Group After more than four decades in global bond markets, Jim Mulally…
Beyond Tesla: Electric cars shift into the fast lane
by Chris Buchbinder, equity portfolio manager, Wenjie Ge, equity investment analyst, Kaitlyn Murphy, equity investment analyst, Capital Group…
The world in 2030: investing for the next decade
by Jody Jonsson and Martin Romo, Equity Portfolio Manager, Capital Group Our portfolio managers share seven predictions on…