Alfonso Barroso

London-based equity portfolio manager with over 30 years at Capital Group, known for travel-based company research and a long-term, downside-focused investment approach emphasizing dividends and balance-sheet strength.

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Jan 8, 2026 • 30min

Banking on the big picture: How patience can pay off

Alfonso Barroso, a seasoned equity portfolio manager with over 30 years at Capital Group, shares insights on the recent rally in European banks. He discusses how rising rates and more shareholder-friendly policies are shaping the sector’s future. Alfonso emphasizes the importance of focusing on downside risk for better investment decisions and reveals hidden value in overlooked industrials like Volvo and Michelin. With a macro view and patience in investing, he highlights the role of dividends in fostering long-term growth.

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