Capital Group portfolio manager Carl Kawaja has spent three decades traveling the world to uncover compelling investment opportunities. In this podcast, Carl shares his optimistic outlook for non-U.S. equities and explains the key drivers to a sustained rally. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. Do you have any topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. Related: 3 Reasons for International Investing Today U.S. | Europe | Asia/Australia The Capital Ideas websites are not intended for use by audiences outside the U.S. In Canada, please visit capitalgroup.com/ca for Capital Group insights.