The new reality of investing (2024 edition)

The U.S. economy looks resilient based on top-line growth, yet the housing market remains stuck in neutral. Portfolio manager Taylor Hinshaw discusses the disconnect and what it will take for the crucial housing sector, and its broader economic impact, to turn around. #CapGroupGl ...  Show more

For Hock Tan, Broadcom's CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership accountability at scale. This conversation breaks down that discipline in action, including: An acquisition framework Where real con ...  Show more

Welcome back to the Wise Investor Segment, where we delve deep into the world of real estate investment to uncover the latest trends and challenges facing investors.

In this episode, we explore the dynamic landscape of real estate investing in the current year. From shi ...

The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy monetary policy to higher costs o ...  Show more

Why investing in non-investment grade bonds, leveraged loans, and preferred stocks is potentially more compelling than investing in common stocks at present.Topics covered include:Why Howard Marks told institutional clients to sell stocks and buy high-yield bonds insteadThe contr ...  Show more

As we get into the new year, we discuss how we’re setting up our portfolios and what we’re investing in for the year ahead. In this episode we:Discuss our financial goals for the year aheadUnpack the concept of Core and Satellite portfolioShare the ETFs we’re buying Show how we’r ...  Show more