Martin Romo
Capital Group chief investment officer offering a global, long-term investment perspective and overseeing research and portfolio strategy across markets.
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Jan 29, 2026 • 28min
2026 Outlook
Pramod Atluri, a fixed-income portfolio manager focused on macro and bond strategy. Martin Romo, a global CIO overseeing research and portfolio strategy. They discuss the 2026 macro outlook and fragile yet constructive global backdrop. They debate Fed rate paths and bond roles. They tour regional market opportunities and weigh AI as a potential bubble versus a productivity-driven boom.
