Volatility 2020: Sector deep dive with Capital Group analysts

In this episode, you’ll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industry. Each has invested through crises and learned from their successes and failures. 

 

You’ll hear about the qualities of an effective management team, how important mentors are, and why women make great investors. #CapGroupGlobal

 

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.

 

Watch our latest vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

 

For full disclosures go to capitalgroup.com/global-disclosures.

 

Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S.

 

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

 

About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

To stay informed follow us

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4bahmD0

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

Copyright ©2024 Capital Group

Freshly returned from a research trip to India, Capital Group investment director Natalya Zeman, India Affairs Specialist Anirudha Dutta and equity analyst Himanshu Sharma discuss how our  on the ground approach informs our investment decision making in one of the world’s fastest growing economies. #CapGroupGlobal

 

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.

 

For full disclosures go to capitalgroup.com/global-disclosures.

 

Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S.

 

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

 

About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

 

Learn more: capitalgroup.com 

 

Join us: capitalgroup.com/about-us/careers.html

 

To stay informed follow us

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4bahmD0 

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ 

 

Copyright ©2024 Capital Group

Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment environment in the U.S., Europe and Asia, his love of geology, and the long-held belief that his biggest competitive advantage is time. #CapGroupGlobal

 

Watch on YouTube: https://bit.ly/CG-Gitlin-playlist

 

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.

 

For full disclosures go to capitalgroup.com/global-disclosures

 

Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S.

 

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

 

About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

 

Learn more: capitalgroup.com

 

Join us: capitalgroup.com/about-us/careers.html

 

To stay informed follow us

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4bahmD0

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

 

Copyright ©2024 Capital Group

Capital Group political insiders John Emerson and Reagan Anderson discuss the key issues and events that could shape the outcome of U.S. elections in November. What would a second presidential term for Joe Biden or Donald Trump mean for America? Listen in to find out.

Related resources:
Election year investing insights

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

For full disclosures go to capitalgroup.com/global-disclosures.

American Funds Distributors, Inc.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

 

In a stock market driven by highly valued companies, Capital Group portfolio manager Alan Berro prefers to seek out stocks that go on sale. How does he identify them? Research and patience.

Related resources:
5 keys to investing in 2024

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

For full disclosures go to capitalgroup.com/global-disclosures.

American Funds Distributors, Inc.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

 

As he prepares for retirement, Capital Group portfolio manager Jonathan Knowles reflects on 32 years in the investment business. The global equity markets and the macroeconomic environment are a “massively complicated jigsaw puzzle” that continues to humble and perplex him, even as he plans the next chapter of his life.

Related resources:
5 keys to investing in 2024

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

For full disclosures go to capitalgroup.com/global-disclosures.

American Funds Distributors, Inc.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

 

Capital Group portfolio manager Peter Eliot shares the journey that led him from a career as a value-oriented analyst covering the chemicals industry to a growth investor focused on both small- and large-cap companies.

Related resources:
10 investment themes for 2023

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

For full disclosures go to capitalgroup.com/global-disclosures.

American Funds Distributors, Inc.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

 

Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It’s a trend called “Friendshoring.” Listen in as Capital Group analyst Jeff Garcia explains this growing facet of global trade and why it's likely to become even more important in the years ahead.

Related resources:
Reshoring supply chains: What does it mean for investors?

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

Capital Group, home of American Funds Distributors, Inc.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Can stocks continue to build on the powerful gains from 2023? Are bonds in better shape this year? Is the Federal Reserve done raising interest rates? Listen in to hear their views.

Related resources:
2024 Outlook Report

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

 

Tim Armour, Capital Group’s recently retired CEO, reflects on his 40-year career as an analyst, portfolio manager and eventual leader of the company. He shares what he learned along the way and how he navigated some of the biggest market events over the past four decades.

Related resources:
2024 Outlook Report

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.