Capital Group cites US productivity growth amid long-term optimism

Capital Group's Andy Budden, investment director, equities, and Manusha Samaraweera, investment director, fixed income, discussed US productivity growth, high tech valuations, rate cuts, the importance of multinationals, and more, in Singapore last month.

With a complex macroeconomic backdrop marked by moderating, yet uncertain inflation levels, evolving central bank policies, and persistent USD strength, both Andy Budden, Capital Group’s investment director, equities, and Manush Samaraweera, Capital Group’s, investment director, fixed income, recently gave their outlooks for equities and fixed income, painting a forward-looking investment landscape. They were speaking at an event in Singapore on February 25.

Capital Group is one of the world’s largest active asset management companies, managing multi-asset, equity and fixed income investment strategies for different types of investors

Investors are navigating a world of high valuations in US equities, although seeing a strong correction this week, unease over...

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