Mar 31, 2023

In a wide-ranging interview, Capital Group portfolio manager Mark Casey discusses the recent collapse of Silicon Valley Bank, the rapid pace of technology innovation, the 2022 stock market sell-off, and the evolution of cryptocurrencies — Bitcoin, in particular.

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Mar 22, 2023

Capital Group equity portfolio manager Will Robbins discusses the recent bank failures in the U.S. and offers his views on how investors can navigate near-term market volatility. A former banking analyst, Robbins also shares his perspective from past banking crises and the potential path forward for the Federal Reserve...

Mar 17, 2023

Series host Will McKenna hits the highlights from our new e-book: 10 investment themes for 2023. Find out which trends Capital Group portfolio managers are monitoring and where they see investment opportunities.

Go to 10investmentthemes.com to download a copy of the e-book.

Related resources:
10 investment themes for...

Mar 10, 2023

After a rough 2022, where can equity investors find growth opportunities? Equity portfolio manager Cheryl Frank discusses how she’s navigating an increasingly competitive tech sector, why company CEOs should make a habit of under-promising and over-delivering, and what inspired her to pursue an investment career...

Mar 3, 2023

Has equity investing outside the U.S. dropped off your radar? Host Will McKenna recaps five critical insights from three veteran portfolio managers featured in a recent Capital Ideas article that may make you think again. If you haven’t considered the effect of a weakening U.S. dollar or the opportunity set for...