Pooja Goyal on infrastructure investing and energy transition

Our monthly Market Matters podcast brings you big-picture insights from leading investment experts. This month we are joined by Sophie Huynh, CFA, Portfolio Manager and Strategist at BNP Paribas Asset Management, to discuss a range of topics including thoughts on portfolio construction, the outlook for the US and China and the investment case for gold. Listen here: https://lnkd.in/dUnaxmAB Capital at risk.

💡 “If you’re diversified across a failing system — you still fail.” In this clip from the Future of Finance podcast, William Burckart, Co-Founder and CEO of TIIP - The Investment Integration Project, explains what system-level investing really means — and how it goes beyond ESG and impact investing. System-level investing is about protecting and shaping the systems — like climate stability, fair labor markets, and healthy democracies — that long-term investors depend on. As Bill puts it, it’s not enough to think about company-level risks and opportunities. Investors must also understand how the health of entire systems determines portfolio performance over time. Watch the full episode here: https://lnkd.in/g7XZ8yAT Or listen: https://lnkd.in/gSShumQK #FutureOfFinance #SystemLevelInvesting #SustainableFinance #ImpactInvesting #ESG #LongTermInvesting #FinanceForGood

Over the last few decades, we’ve seen a major shift: companies are staying private longer. Today, some of the world’s largest and most impactful businesses remain venture-backed rather than publicly listed. For investors, this means that the outsized returns once captured in public markets are increasingly realized in private markets. The opportunity set has shifted, and so has investor focus. 👉 Watch the full episode now: https://lnkd.in/gziNcDRg

Jan van Eck, Chief Executive Officer at VanEck, joins Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, explore a wide range of investor-relevant topics—from the current U.S. macroeconomic outlook and the path forward for monetary policy, to the evolving impacts of trade policy and artificial intelligence on economic activity. Plus, hear Jan’s perspective on asset allocation strategies in today’s environment. Click here to listen to the full-length podcast: https://from.ubs/6048sNuqm

A few ideas that stuck with me after my conversation with John Graham from CPP Investments | Investissements RPC: 1. "The breadth of the mandate is something that’s really important. Part of the value added is taking advantage of that breadth." 2. "Every asset class will have its moment in the sun. Every geography will have its moment in the sun. It’ll also have its moment in the shade." 3. "We can get beta from screens in Toronto. We need alpha, we open the offices around the world to get alpha." 4. "Nothing sharpens the mind like compensation." 5. "Diversification is an act of humility." 6. "We seek value, not values. We don’t do concessionary capital. We are about returns." 7. "The world is going through an energy addition, not necessarily an energy transition." 8. "Technology can change the world and still be overvalued." With thanks for WCM Investment Management, Morningstar, and SRS Acquiom. https://lnkd.in/euySr4pP

From summer associate to CIO! This episode was a long time coming… Martin Romo, Chairman, Chief Investment Officer and portfolio manager, joined me in the guest seat for Capital Conversations.    In addition to his other responsibilities, Martin is our resident “Capital Group historian.” Having spent more than 30 years with us, he has a lot of wisdom to share. In this episode, we talk about his pivot from architecture to finance, warning signs he looks for in his research and the advice he has for the next generation. He also shares a remarkable story about his father—not to be missed.   Listening to Martin will give you a behind-the-scenes look at what drives our culture and long-term results. I hope you'll listen: https://lnkd.in/gK2-v3uN   #CapGroupGlobal

A true value investor, Capital Group's Lisa Thompson emphasizes the importance of vision and patience in portfolio management — where some see a pile of dirt, others see a rose garden. She shares the benefits of this investment style, one that’s long term by nature, in the latest episode of Capital Conversations. Have a listen: https://apple.co/48QHOTL

Not every investment move pays off in the short term, but the right approach can turn negative cash flow into strong returns. We cut through the noise of sales tactics and “quick wins” to share what actually works for investors aiming to build sustainable wealth. Comment "IRP" for the link to full episode #InsideResidentialProperty #RethinkResidential #PropertyInvestment #SmartInvesting #BuildWealthThroughProperty

A few ideas that stuck with me after my conversation with John Graham from CPP Investments | Investissements RPC: 1. "The breadth of the mandate is something that’s really important. Part of the value added is taking advantage of that breadth." 2. "Every asset class will have its moment in the sun. Every geography will have its moment in the sun. It’ll also have its moment in the shade." 3. "We can get beta from screens in Toronto. We need alpha, we open the offices around the world to get alpha." 4. "Nothing sharpens the mind like compensation." 5. "Diversification is an act of humility." 6. "We seek value, not values. We don’t do concessionary capital. We are about returns." 7. "The world is going through an energy addition, not necessarily an energy transition." 8. "Technology can change the world and still be overvalued." With thanks for WCM Investment Management, Morningstar, and SRS Acquiom. https://lnkd.in/e-qdGkUr

A true value investor, Capital Group's Lisa Thompson emphasizes the importance of vision and patience in portfolio management — where some see a pile of dirt, others see a rose garden. She shares the benefits of this investment style, one that’s long term by nature, in the latest episode of Capital Conversations. Have a listen: https://apple.co/42SU6XR