Oct 26, 2023
As New Perspective Fund® (NPF) celebrates its 50th
anniversary, NPF portfolio manager Jody Jonsson shares her outlook
for the global equity markets. The tailwind provided by 40 years of
declining interest rates is over, she says, and it’s time to think
about the new reality of investing.
Oct 19, 2023
Capital Group portfolio manager Nick Grace discusses his approach
to investing in the long-term transition from fossil fuels to
renewable energy. The key, he says, is identifying green energy
initiatives that are driven primarily by market economics, not
government policy.
Related resources:
5
trends driving energy...
Oct 12, 2023
Capital Group’s Don O’Neal, a portfolio manager with The Growth Fund of America®, shares stories from a 37-year investing career that began with a nuclear meltdown and spanned some of the greatest bull markets in U.S. history.
Related resources:
10
investment themes for 2023
For industry-leading insights,...
Oct 5, 2023
At a pivotal time for monetary policy around the world, Capital Group fixed income portfolio manager Tom Reithinger offers his outlook for inflation and the impact it’s having on global interest rates.
Related resources:
As
the Fed pauses, what’s next for inflation and rates?
For industry-leading insights,...