Capital Ideas™ 
Investment insights from Capital Group

Asset Allocation
Private markets and macro outlook
Thursday, October 23, 2025 11 AM PT | 2 PM ET

1 hour CE credit for CFP and IWI*

 


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Investors are reassessing traditional portfolio allocation strategies as their private market access expands. With macroeconomic uncertainty clouding the horizon, how should investors approach public and private allocations?  


Join John Queen, fixed income portfolio manager at Capital Group, and Paula Campbell Roberts, Chief Investment Strategist of KKR's Global Wealth business, for a candid discussion on the future of public and private markets. They will also share their outlook for the U.S. economy, interest rates and inflation. Stay for a live Q&A and bring your toughest questions. You will hear about:   

  • The outlook for credit markets as we head into 2026
  • How public and private market assets can help meet portfolio objectives
  • Why private credit can complement high-yield bonds 
  • Considerations for public-private investments and investor risk profiles

Don’t miss this chance to hear directly from our investment professionals. Ask them questions and earn 1 hour of CE credit. Register now to save your seat.


Event date: Thursday, October 23, 2025

John Queen is a fixed income portfolio manager with 35 years of investment industry experience (as of 12/31/2024). He holds a bachelor's degree in industrial management from Purdue University. He also holds the Chartered Financial Analyst® designation.

Apu Sikri is a content director at Capital Group with 31 years of investment industry experience (as of 12/31/24). She holds an MBA in finance from New York University and a bachelor’s degree in marketing and communications from the City University of New York.

Paula Campbell Roberts is the Chief Investment Strategist for KKR's Global Wealth business, focused on the role private assets can play in individual investor portfolios. She has more than 25 years of industry experience (as of 12/31/2024). She holds an MBA from Harvard and a BA from Yale.

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Asset Allocation

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Featuring
John Queen
Fixed Income Portfolio Manager
Apu Sikri
Content Director
Paula Campbell Roberts
Chief Investment Strategist, Global Wealth, KKR
Capital Ideas webinars explore series

*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investments in private credit and related strategies involve significant risks, including limited liquidity and potential loss of capital. These strategies may include exposure to low and unrated credit instruments, structured products, and derivatives, all of which carry heightened credit, market, valuation, and liquidity risks. Investors should consult with their financial professional when considering such strategies for their portfolios.
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.
Capital Group and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors.
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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.

The American Funds are intended only for persons eligible to purchase U.S.-registered mutual funds.