John Queen

John Queen, Portfolio Manager at Capital Group with a focus on fixed income, teams up with Paula Campbell Roberts, Chief Investment Strategist for Global Wealth at KKR. They delve into the U.S. macroeconomic outlook, discussing interest rates and inflation trends. Queen highlights the risks to the rate outlook, while Roberts anticipates multiple Fed cuts. They also explore investment-grade versus high-yield credits, private equity valuations, and the potential for a public market bubble, all supported by robust corporate fundamentals.

Martin Jacobs and John Queen, portfolio managers at Capital Group, provide a compelling analysis of the 2025 economic landscape. They discuss the impact of geopolitical tensions on markets, emphasizing cautious optimism for long-term investors. Volatility is explored as a potential opportunity, with insights into managing risks through innovative investment strategies. The duo also highlights the significance of dividend-paying assets and the evolving bond market, while recommending insightful books that have influenced their investment philosophies.

John Queen, a fixed income portfolio manager at Capital Group, shares his outlook on interest rates and inflation. He talks about the importance of bonds for portfolio diversification and income. He also discusses his personal anecdotes, including a bobblehead incident and stories about car racing and family connections to the Long Beach Grand Prix.