Pramod Atluri

Pramod Atluri, a fixed-income portfolio manager focused on macro and bond strategy. Martin Romo, a global CIO overseeing research and portfolio strategy. They discuss the 2026 macro outlook and fragile yet constructive global backdrop. They debate Fed rate paths and bond roles. They tour regional market opportunities and weigh AI as a potential bubble versus a productivity-driven boom.

Martin Romo, Chairman and Chief Investment Officer at Capital Group, and Pramod Atluri, a fixed income portfolio manager, share insights on the economic landscape for 2025. They discuss inflation trends and interest rates as key factors influencing investments. The impact of the incoming Trump administration on global markets is a focal point, along with the opportunities in U.S. versus international equities, particularly in technology and energy. Expect higher yields as they advocate for balanced investment strategies in a recovering economy.