Categories
Practice Management
RIA portfolio insights: Positioning for volatility, inflation and recession
William Ford
HNW Portfolio Specialist
Jeff Malbasa
Vice President, Division Manager
July 18, 2022

Video: RIA portfolio insights: Positioning for volatility, inflation and recession


Capital Group’s Will Ford, high net worth (HNW) portfolio specialist, and Jeff Malbasa, relationship manager, discuss key industry shifts in portfolios and focus on dividend opportunities in today’s market:
 

  • The latest on RIA industry flows and portfolio asset allocation shifts
  • How dividends are being overlooked in the fight against inflation
  • Uncovering global dividend opportunities in an uncertain market


 

William Ford is a HNW portfolio specialist at Capital Group. He has 13 years of industry experience, all with Capital Group. Will began his career as a participant in The Associates Program, a two-year series of work assignments in various areas of the organization. He holds a bachelor's degree in English from Williams College. He also holds the Chartered Financial Analyst® and Certified Private Wealth Advisor® designations. Will is based in New York.

Jeff Malbasa is a division manager at Capital Group, home of American Funds. He has 20 years of industry experience and has been with Capital Group for six years. 

Learn more about
Practice Management

RELATED INSIGHTS

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.