Rob Lovelace on the year ahead (2026 edition)

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. For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more,

You can listen to Rob Lovelace on the year ahead (2026 edition) online on Radio and Podcast. Open the player on this page to stream the available audio.

Rob Lovelace on the year ahead (2026 edition) is an episode from Capital Ideas Investing Podcast by Capital Group.

This episode is 40:33 long.

This episode was published on Feb 12, 2026.

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