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Capital Group’s Buchbinder on the Capital System

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Manage episode 477401116 series 3618372
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In the financial sector, the six largest banks have been returning capital to shareholders in the form of larger buybacks over the past quarter and year, indicating confidence in the industry. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small-cap and sector strategist at Bloomberg Intelligence, spoke with Christopher Buchbinder, a portfolio manager at Capital Group, including the Capital Group Dividend Value ETF (CGDV), about the Capital system of multiple portfolio managers and how it provides a level of inherent diversification. They also discussed why companies must generate a yield that’s 30% above the S&P 500 to be considered for the fund, why intrinsic value is key in assessing potential investments and why he thinks the health-care sector is particularly interesting right now. The podcast was recorded on March 4.

See omnystudio.com/listener for privacy information.

  continue reading

31 episodes

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Manage episode 477401116 series 3618372
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In the financial sector, the six largest banks have been returning capital to shareholders in the form of larger buybacks over the past quarter and year, indicating confidence in the industry. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, US small-cap and sector strategist at Bloomberg Intelligence, spoke with Christopher Buchbinder, a portfolio manager at Capital Group, including the Capital Group Dividend Value ETF (CGDV), about the Capital system of multiple portfolio managers and how it provides a level of inherent diversification. They also discussed why companies must generate a yield that’s 30% above the S&P 500 to be considered for the fund, why intrinsic value is key in assessing potential investments and why he thinks the health-care sector is particularly interesting right now. The podcast was recorded on March 4.

See omnystudio.com/listener for privacy information.

  continue reading

31 episodes

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