2026 Outlook

Capital Group chief investment officer Martin Romo and portfolio manager Pramod Atluri share their 2026 outlook for the global economy and markets. Are we in the midst of an AI bubble or an AI boom? How far will the Federal Reserve go in its latest rate-cutting cycle? How might rising tariffs and trade tensions impact global economic activity? And what could it all mean for your portfolios? We'll tackle those questions and more. For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more,

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2026 Outlook is an episode from Capital Ideas Investing Podcast by Capital Group.

This episode is 27:38 long.

This episode was published on Jan 29, 2026.

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