About Capital Group: Investing for the long term - Season 2
In this series of podcasts brought to you by Paperjam , investment experts from Capital Group are discussing views and perspectives on long-term investing through conversations.
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Capital Group experts Richard Carlyle and Flavio Carpenzano provide expert insights on navigating the opportunities and risks in equities and bonds for a balanced portfolio.
25 Jan 2024
Outlook 2024: navigating between opportunities and risks
While the outlook for 2024 remains uncertain, with questions revolving around the extent of a recession scenario or where inflation and interest rates will head, Capital Group has focused on the trends and events that could have significant impact for large-scale change and how they could impact investors. Three investment directors from Capital Group weigh in.
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12 Jun 2023
(10) The power of balanced investing
How to ensure your investments are suited to today’s uncertain economic times is the focus of the latest - and last in the current series - “Investing for the long term” podcast by Capital Group. Julie Dickson, Investment Director at the firm’s London office gave a quick, non-technical overview of “the power of a balanced portfolio.
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2 May 2023
(9) A good time for bond investing?
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17 Apr 2023
(8) Continual disruption in the media industry
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6 Mar 2023
(7) Greater focus on healthcare investing
The COVID crisis gave investors a real-time lesson into the sophistication of the global healthcare and biotech sectors, as well as the relationship of these industries with the financial sector. The latest Paperjam/Delano “Investing for the long term” podcast with Capital Group gives insight into this fast developing, vital sector.
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2 Feb 2023
(6) The tech-trifecta: the next steps
Three key themes are now dominant in the technology sector: semiconductors, cloud computing, and software as a service (SaaS). Capital Group calls these the “tech-trifecta”. Christophe Braun, Equity Investment Director at Capital Group’s Luxembourg office explained the implications for investors in the latest monthly Paperjam/Delano “Investing for the long term” podcast.
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10 Jan 2023
(5) Investing in new and renewed financial businesses
The financial services industry offers interesting opportunities for investors, with much of this coming from completely new firms, or from legacy firms reinventing themselves. Andrew Lee, Investment Director at Capital Group based in Hong Kong, gave listeners to the Paperjam/Delano “Investing for the long term” podcast his thoughts on what to look out for.
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5 Dec 2022
(4) Unpacking ESG’s complexity
What does it mean to invest with sustainable objectives? The different dimensions of “ESG” are complex, and their interpretation can be highly personal. This vital but illusive concept is discussed by a Capital Group expert in the latest monthly Paperjam/Delano “Investing for the long term” podcast.
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7 Nov 2022
(3) Pricing power: investors’ holy grail?
Firms with pricing power have always been sought after by investors, but particularly during the current inflationary environment. Richard Carlyle, Equity Investment Director at Capital Group, explains this concept in the latest of the monthly Paperjam/Delano “Investing for the long term” podcasts.
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3 Oct 2022
(2) Time to reconsider dividends investing
Investors should take a fresh look at businesses in the
new era of inflation and positive interest rates, explained Julie Dickson,
investment director at Capital Group. Speaking in the latest Investing For The
Long Term podcast for Paperjam and Delano, she said companies’ track-record on
paying dividends could influence investment decisions.
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5 Aug 2022
(1) Bond investing during turbulent times
The end of the tunnel could be in sight after a tough six months for investors, according to Flavio Carpenzano, Investment Director at Capital Group, speaking in the first in a new series of the Investing For The Long Term podcasts for Delano and Paperjam. He focused on bonds, explaining how they might fit into investment strategies that could suit the current and future economic environment.
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