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David Hoag
Capital Group portfolio manager
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Jul 18, 2024 • 22min
2024 Midyear Outlook
Portfolio managers Caroline Randall and David Hoag discuss economy outlook, AI's impact on sectors like luxury goods, and potential effects of interest rate changes on investments. They highlight opportunities in healthcare, energy transition, and international markets.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode