DiscoverCapital Ideas PodcastPrivate markets and macro outlook
Private markets and macro outlook

Private markets and macro outlook

Update: 2025-11-27
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Capital Group portfolio manager John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S. macroeconomic outlook, including the health of public and private markets. They share their expectations for interest rates, inflation, the labor market, stocks and bonds, along with some thoughts on whether certain markets have reached "bubble" territory. #CapGroupGlobal






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Private markets and macro outlook

Private markets and macro outlook