Capital Group: Investing for the long term

Private individuals and professional asset managers are seeking ways to support the transition to green aviation. Which are the most promising technologies, and which offer false hopes? Cheryl Wilson, ESG senior manager at Capital Group does not underestimate the size of the challenge. 

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Even if the aphorism “demography is destiny” overstates the matter, how China responds to its unique population challenges will have major implications for the global economy. The census carried out in 2020 revealed that nearly a fifth of Chinese people are aged over 60 and birth rates are at a 60-year low. Andrew Lee, a Hong Kong based Investment Director at Capital Group, explains the implications of these changes in this podcast.

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The global media landscape has been revolutionised in the last ten years. Martyn Hole, Investment Director at Capital Group, expects change to be just as dramatic over the next decade. In the latest Investing For The Long Term podcast, he discusses the potential investment opportunities. 

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As well as helping to address environmental and geopolitical concerns about energy use, the move to electric mobility is creating exciting, ethical investment opportunities. Julie Dickson, Investment Director with Capital Group explained in the latest “Investing For The Long Term” podcast.

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Les obligations peuvent être un placement intéressant dans une perspective long terme, même si un placement en obligations reste souvent mal compris. Flavio Carpenzano, directeur des investissements obligataires chez Capital Group, évoque les opportunités liées à cette classe d’actifs dans ce nouvel épisode du podcast « Investir pour le long terme ».

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Every prior industrial revolution has had a catalyst followed by transformational change. Steam enabled mechanisation in the first industrial revolution, electricity led to mass production in the second, while technology drove automation in the third. The cloud’s transformational power gives it the ability to rewire the global economy and be the catalyst for the fourth industrial revolution. 

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At Capital Group, we recognise the need — and value — of integrating environmental, social and governance (ESG) insights into our investment process. This objective is consistent with our longstanding mission to improve people's lives through successful investing.

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Major trends such as the revival in travel demand, the growth of digital platforms and the acceleration of mobile technology are spurring the prospects of emerging markets.

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In the first episode we heard from Investment Director Julie Dickson on what opportunities does Asia offer today?

She starts by commenting “Asia is as exciting now as it ever was before”. She goes on to comment ”There is definitely more than one way to invest into Asia….We have a research portfolio that is managed by our analysists which is really important”.

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