Episode 1

Struggling to make sense of the investment landscape in the year ahead? Between the murky U.S. interest rate picture and political upheaval in the U.S. and other parts of the world, investors may be tempted to take a wait-and-see approach. Here to lend some clarity are Capital Group portfolio managers Tim Armour and Jody Jonsson, who explain key global issues for 2017 and share opportunities they are finding around the world.

Listen and learn:

  • Why things may be looking up for U.S. corporate earnings this year
  • How we’re finding select opportunities in Europe despite some stiff headwinds
  • Whether mixed results among the emerging markets have changed our long-term outlook for the group as a whole

Your host, Matt Miller, is 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.

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