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00:56
Global Innovations in Finance and Biotech
Jody Jonsson, equity portfolio manager at Capital Group highlights the themes, sectors and companies that have piqued her interest in today’s changing global marketplace.
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03:46
Financial services, biotech highlight global opportunities
Portfolio manager Jody Jonsson discusses themes, sectors and companies that have piqued her interest in today’s changing global marketplace.
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02:57
Fed’s interest rate pivot brings new risks
The Fed’s about-face on interest rates reflects a shift in global growth expectations and changes how bond investors should think about risk, says head of fixed income Mike Gitlin.
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55:33
Capital Group - 2019 Midyear Outlook
Portfolio manager Jody Jonsson, head of fixed income Mike Gitlin and economist Darrell Spence share their thoughts on global equities, fixed income and economies as they look ahead to the remainder of 2019 and beyond.
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47:54
Perspectives on the next recession
When will the next U.S. recession hit, and what will trigger it? Here to provide answers — as well as insights from past recessions — are economists Darrell Spence and Jared Franz and portfolio manager Joyce Gordon. Please click here to view the white paper.
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03:14
Advances in global biotech offer exciting opportunities
Innovative biotechnology companies — based both in and outside the United States — represent an exciting opportunity set, says portfolio manager Rob Lovelace.
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02:27
U.S., China lead global growth slowdown
Slowing growth in both the U.S. and China is leading to tough economic times globally, says portfolio manager Rob Lovelace.
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03:06
Credit risk in today’s fixed income environment
Debt-heavy companies are looking to de-lever. Portfolio manager John Smet discusses the credit-risk implications for bond investors in today’s slower growing economy.
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02:29
Where the U.S. stands in today’s global economy
Economist Jared Franz details where the U.S. stands — compared with other major international markets — in terms of its economic cycle heading into 2019.
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59:02
2019 Outlook: Markets and economies
Portfolio managers Rob Lovelace and John Smet, and economist Jared Franz share their thoughts on the outlook for global equities, fixed income and economies as they look ahead to 2019. Additionally, this event is available for CE credit (CFP* and CIMA). *CFP credit only available for U.S.-based viewers.
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03:24
Fed’s move from QE to QT is fueling income, volatility
As the Fed continues to unwind its balance sheet, bond investors can expect a challenge to asset prices, says Mike Gitlin, head of fixed income. On the plus side, income is back.
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03:47
Opportunities and risks in global equities today
Opportunities and risks abound for global equities in this extended bull market. Portfolio manager Jody Jonsson shares examples of both and how they affect her investment thinking.
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