In today's macroeconomic climate, it's legitimate for investors to question whether they should opt for equities or fixed income. Both types of investments increasingly come with positive outlooks and deserve a place in a balanced portfolio. Get expert insights from Richard Carlyle and Flavio Carpenzano as they discuss the opportunities and risks in today’s investment landscape. Whether you're exploring equities, bonds, or a balanced portfolio, this episode offers the knowledge you need to make informed decisions.

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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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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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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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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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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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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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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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