Can the U.S. bull market keep running?

Can the U.S. bull market keep running?

While many investors wring their hands over a prolonged U.S. bull market — waiting for the other shoe to drop — portfolio manager Alan Berro bides his time. The fact that Berro doesn't think the end of this expansion is imminent may be beside the point. Most of the high-flying, value-stretched growth stocks getting all the attention fall outside the purview of the growth-and-income and balanced funds he manages. A patient investor with a fondness for out-of-favor companies, Berro shares which sectors and industries hold his interest today and offers keen insight into the life of a professional investor.

Alan Berro is an equity portfolio manager at Capital Group. He has 32 years of investment experience, 27 with Capital. He has covered U.S. utilities, capital goods and machinery companies. He has an MBA from Harvard Business School and a bachelor's in economics from UCLA.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

This content is published by Capital Client Group, Inc.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(322)

Starbucks CEO: Why human connection matters more than ever in an AI world

Starbucks CEO: Why human connection matters more than ever in an AI world

What makes an iconic brand endure? Starbucks Chairman and CEO Brian Niccol says it starts with understanding why people connect with it in the first place. At Starbucks, he focuses on getting out from...

8 Loka 33min

Why Asian credit deserves a closer look

Why Asian credit deserves a closer look

Why should investors pay attention to Asian credit? Singapore-based fixed income analyst Debbie Leow explains how the asset class can offer diversification, income potential and a different risk profi...

1 Loka 22min

Will 'Grand Theft Auto VI' turbo charge the gaming industry?

Will 'Grand Theft Auto VI' turbo charge the gaming industry?

Capital Group equity analyst Nathan Meyer shares his outlook for the video games industry ahead of potentially the biggest game launch in history. "Grand Theft Auto VI," scheduled for release in Novem...

24 Syys 25min

Luxury, mining and the power of connecting the dots

Luxury, mining and the power of connecting the dots

From advising Canada's finance minister to researching companies across luxury and mining industries, Capital Group equity analyst Frank Beaudry has learned that great investing isn't just about the n...

17 Syys 30min

Bond talk: Which way interest rates?

Bond talk: Which way interest rates?

Capital Group fixed income manager John Queen discusses his outlook for the U.S. bond market as concerns about elevated inflation and rising debt levels spark a sell-off.   #CapGroupGlobal For ful...

10 Syys 34min

NFL Colts QB Daniel Jones on quiet leadership

NFL Colts QB Daniel Jones on quiet leadership

If there's one thing quarterback Daniel Jones has learned across three National Football League (NFL) teams, it's that leadership doesn't have to be loud. From walking on at Duke to navigating the int...

3 Syys 25min

Market leadership: U.S. vs international stocks

Market leadership: U.S. vs international stocks

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of U.S., international and emerging markets stocks. So far this year, emerging markets are winning, but can that cont...

27 Elo 31min

Investing through the AI transition

Investing through the AI transition

Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view: while technology evolves, the fundamenta...

20 Elo 25min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
rss-rahamania
rss-hereilla
oppimisen-psykologia
sijoituspodi
hyva-paha-johtaminen
rss-inderes
rss-paasipodi
rss-porssipuhetta
rss-karon-grilli
rss-kahavia-ja-markkinointia-podcast
pomojen-suusta
rss-alanvaihtajat
rss-10x-finland