Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund®, discusses his outlook for the global equity markets in 2026 and beyond. Joined by special guest, investment director David Polak, the two offer their views on shifting global trade winds, the rise of international markets, and the origins of the New Geography of Investing. #CapGroupGlobal

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Rob Lovelace on the year ahead (2026 edition)

Capital Ideas podcast

Rob Lovelace on the year ahead (2026 edition)