Capital Ideas Investing Podcast

2023 Midyear Outlook

Jul 27, 2023

29:50

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Episode notes

Introduction

3min

The Future of the Equity Market

3min

The Opportunities and Risks of AI and ML

4min

Fixed Income in 2022: A Tough Year

3min

The Opportunities and Risks of the Utility Sector

3min

The Importance of a Growing Dividend Policy

3min

The Different Sectors of the Bond Market

3min

The Power of Becoming Uncomfortable

3min

The Future of Fixed Income

2min

10.

The Risks of Investing in Mutual Funds

4min

Capital Group portfolio managers Caroline Randall and Pramod Atluri share their outlook for the economy and markets. Can U.S. stocks continue to rally in the face of recession fears? Is the Federal Reserve done raising interest rates? Tune in to hear their views.

Related resources:

Midyear Outlook report

10 investment themes for 2023

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