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. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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. Hosted by Ausha. See ausha.co/privacy-policy for more information.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

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. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

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. Hosted by Ausha. See ausha.co/privacy-policy for more information.

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.   Hosted by Ausha. See ausha.co/privacy-policy for more information.

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. Hosted by Ausha. See ausha.co/privacy-policy for more information.