Name: Capital Group CEO on Where He Sees Markets Headed
Uploaded: 2025-06-13T19:47:00Z
Duration: 1 min 55 s
Description: Mike Gitlin, CEO of Capital Group, explained where he thinks equity and fixed-income markets are going. Gitlin also gave advice on portfolio allocation for investors in their mid-50s.

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Mike Gitlin, CEO of Capital Group, explained where he thinks equity and fixed-income markets are going. Gitlin also gave advice on portfolio allocation for investors in their mid-50s.

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Capital Group CEO on Where He Sees Markets Headed

What about you, Mike? Do you have a take on the markets personally and where do you invest?

If you think about the markets, at any given time, you can look at, and this is over hundreds of years, you can look at any moment in time and say, gosh, I'm nervous for plenty of good reasons. We've had world wars and Great Depressions, and anything that you look at can cause angst in your overall investment mindset. And at all of those times, it was a better idea to think longer term. And sometimes people think that's a cliche when you say long-term investing. Oh, well, of course you would say that. Well, yeah, we will because over the long term markets go up. Look at capital market assumptions. If you look at our own, equity markets may grow 6 1/2, 7% over the next 10, 20 years. Fixed income markets, 4 1/2%. Trying to time the markets has never been a good idea. It's just not. So staying balanced is important. People try to move that asset allocation around too much staying balanced. I remember when people said, "Well, the 60/40 equity fixed income mindset is dead." It's alive and well. You need balance in a portfolio. You need to own equities. You need to own non-dollar equities as well, not just dollar-based equities. You need to generate income in a portfolio. All of these things in portfolio diversification remain important today. So what am I doing? I'm in my mid-50s. If you're in your mid-50s, you need to be somewhat balanced in your portfolio diversification, and you need to have exposure in stocks, bonds, some in alternatives. Think single digits, not double digits. But if you have that kind of exposure and you don't get tempted to touch the portfolio when you shouldn't, you'll do pretty well.

Capital Group CEO on Where He Sees Markets Headed

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