Shows / Capital Ideas podcast
Capital Ideas podcast
Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group…
Episodes
Capital Ideas podcastU.S. versus non-US equities: Is the tide turning?
So far in 2025, non-U.S. stocks are leading U.S. markets. Is this the start of a seismic change or another head fake? Portfolio managers Diana Wagner and Chris…
Capital Ideas podcastLearning to thrive in unpredictable markets
In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons: how to be comfortable with uncertainty, why patience…
Capital Ideas podcastInvesting through shifting global trade winds
Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade. With tariffs…
Capital Ideas podcastIndian Insights: The domestic story – Part One
Macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption. #CapGroupGlobal This…
Capital Ideas podcastFrom summer associate to CIO: Martin Romo on Capital Group's signature investment approach
Martin Romo has spent more than 30 years at Capital Group — starting as a summer associate and now serving as chair and chief investment officer. In this…
Capital Ideas podcastTariffs and trade deals: Where do we go from here?
Sweeping changes in global trade are reshaping the world order, presenting new opportunities for investors while posing significant risks to the global…
Capital Ideas podcastBuilding resilience: property and casualty insurance update
Investment director Mandeep Saini looks at the world of property and casualty insurance. #CapGroupGlobal For our latest insights, practice management ideas and…
Capital Ideas podcastCracking the Agg: How active fixed income can beat the benchmark
"Understanding what's happening in the short term is very informative for taking a long-term view," says fixed income portfolio manager Ritchie Tuazon. From…
Capital Ideas podcastThe age of robots
Massive investments in robots are bringing technologies once considered science fiction into the real world. Equity analyst Mihir Mehta explores the…
Capital Ideas podcastHealth check for the pharmaceutical sector
Equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to…
Capital Ideas podcastFrom oil sands to OPEC: A disciplined approach to energy investing
Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and…
Capital Ideas podcastMunicipal bond investing amid rapid policy shifts
Turbulence in the municipal bond market has created some interesting opportunities for investors. Capital Group portfolio manager Chad Rach shares his thoughts…
Capital Ideas podcastThe changing face of media
Equity investment analyst Nathan Meyer looks at the changing face of media, from the dominance of streamers to the shift from computer game creators to…
Capital Ideas podcastFrom NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation
Welcome to "The Power of Advice." In this limited series, we've lined up industry leaders, business innovators and entrepreneurs to share their journeys of…
Capital Ideas podcastCG + KKR: Unlocking private markets for everyday investors
It started with an impromptu phone call and has evolved into a thoughtful, prudent approach to bring private markets within reach for more investors. Hear…
Capital Ideas podcastInvesting in AI for the long term: A tech investor's view
As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who…
Capital Ideas podcastFinding the 'DeepSeek moments' across Asia
Equity investment analysts Celia Huey outlines current investment opportunities in China, innovation in the technology and healthcare sectors and the benefits…
Capital Ideas podcastAsset allocation in uncertain times
What does a balanced portfolio look like when the economic outlook is uncertain and markets are near all-time highs? Capital Group portfolio managers Paul…
Capital Ideas podcastDon't overlearn lessons: Staying nimble in turbulent markets
"When the thesis changes, you have to change with it," says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup…
Capital Ideas podcastIs the trade war killing globalization?
The U.S.-led trade war may change globalization in a profound way, but it won't kill it, says Capital Group portfolio manager Steve Watson, a global equity…
Capital Ideas podcastExploring Latin America: Seeking innovators in Brazil - Part 2
In the second part of our focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil. She outlines how the market is less tied to…
Capital Ideas podcastInnovation in Asia and Europe: Why now matters
Invest in what you know, or in what could be? Equity portfolio manager Noriko Chen has done both over her 26 years with Capital Group. From her first…
Capital Ideas podcast2025 Midyear Outlook
Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets at the midpoint of 2025. How are tariffs, trade…
Capital Ideas podcastExploring Latin America: Local knowledge key for Mexico - Part 1
In the first part of our look at Latin America, equity investment analyst Ana Reynal looks at the current outlook for Mexico. Ana, who grew up in Mexico…
Capital Ideas podcastInvesting in South Asia's emerging markets: India's embrace of free enterprise
Samir Parekh has seen a lot in his 24 years of investing, most prominently India's shift towards wealth creation and zeal for entrepreneurship. Samir sits down…
Capital Ideas podcastMade in America: Can the U.S. rebuild its manufacturing might?
Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States. He…
Capital Ideas podcastUnearthing gold among African bonds – Part 2
In the second part of our look at African bonds, fixed income investment analyst Holger Siebrecht looks at the impact of commodities and focuses on the large…
Capital Ideas podcastDecoding dividend investing: Lessons in resilience amid volatility
Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades…
Capital Ideas podcastHow emerging markets could win the trade war
Capital Group portfolio manager Lisa Thompson, a veteran investor in international markets, shares her perspective on ongoing tariff disputes, the need to…
Capital Ideas podcastResilient markets: How frontier debt is weathering global volatility - Part 1
Fixed income investment analyst Holger Siebrecht looks at African bonds and their role in the wider emerging market debt (EMD) universe. He discusses how the…
Capital Ideas podcastAdventures in small-cap investing
"Being an analyst is the best job in the world," says Greg Wendt, who happens to be the longest-serving analyst in Capital Group history. Wendt, who is about…
Capital Ideas podcastThe U.S. loses its triple-A credit rating. What's next?
The United States lost its triple-A credit rating last month from Moody's, the last of the major rating agencies to give U.S. sovereign debt its highest…
Capital Ideas podcastPower shifts: The future of European utilities
The ongoing energy transition has fundamentally changed the utilities industry. Fixed income investment analyst Barbora Matouskova looks at the shifting…
Capital Ideas podcastBuilding resilient portfolios in volatile markets
Recent stock market volatility underscores the importance of diversification. Equity portfolio manager Diana Wagner shares with Mike Gitlin that such…
Capital Ideas podcastIs U.S. dollar dominance ending?
After a decade of dominance, the U.S. dollar has fallen sharply in the first few months of 2025. As tariffs and geopolitical disputes upend the global economic…
Capital Ideas podcastFundamentals of investing: Embracing simplicity
In an era when too much information arrives at breakneck speed, simplicity has value. That's one lesson Andrew Suzman, equity portfolio manager and chair of…
Capital Ideas podcastTariff impacts on global markets
Capital Group portfolio managers Jody Jonsson and Chit Purani discuss their views on the equity and fixed income markets amid rising tariffs and escalating…
Capital Ideas podcastUnlocking longevity: The future of health and aging
Equity investment analyst Rich Wolf looks at how increased life expectancy is reshaping healthcare and investment strategies, highlighting advancements in…
Capital Ideas podcastHow avalanche safety training applies to high-yield debt investing
High-yield bonds are showing strong income potential. Bond manager David Daigle discusses how these bonds have evolved from the 1980s' debt-fueled buyouts…
Capital Ideas podcastPatience helps a veteran investor manage through crisis
Veteran equity portfolio manager Chris Buchbinder explains the importance of patience in periods of market volatility and economic upheaval. He draws parallels…
Capital Ideas podcastAutos: an industry disrupted
With the traditional autos sector in the midst of huge disruption, fixed income analyst Danny Jacobs looks at the challenges and opportunities in this part of…
Capital Ideas podcastHow the COVID pandemic may continue to shape society and investments
The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons…
Capital Ideas podcastLong-term investing: The value of thinking differently
Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide. From his time…
Capital Ideas podcastThe outlook for European banks
Fixed income investment analyst Etrit Vllasalija looks at investment opportunities within the European banking sector, focusing on differences between US and…
Capital Ideas podcastEmerging markets investing: Four decades of wisdom
Capital Group's Mike Gitlin interviews pioneering emerging markets investor Victor Kohn as he retires after four decades in the business. Kohn, who helped…
Capital Ideas podcastAre tariffs a threat to the U.S. economy?
As tariff talk roils the financial markets, Capital Group economist Jared Franz and investment director David Polak discuss how protectionist trade policies…
Capital Ideas podcastCutting through the AI hype
Cutting through the AI market noise, equity investment analyst Julien Gaertner discusses how fundamental research and in-depth analysis can help identify…
Capital Ideas podcastThinking outside the U.S. box: Emerging markets opportunities
Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about how emerging…
Capital Ideas podcastHow 5 women investors thrive in a competitive industry
Want to learn how some of the best women investors thrive in a competitive industry? In this episode, you'll hear from five portfolio managers with a combined…
Capital Ideas podcastCharting the course for tomorrow's cruiseliners
The cruise industry has seen a significant rebound in passenger volumes, surpassing pre-pandemic levels in many regions. Equity analyst Todd Saligman discusses…
Capital Ideas podcastResearch to runway: Investing in disruptive business models
How can investors identify disruptive business models that can maintain growth? For Lara Pellini, it involves a travel-intensive, hands-on approach to…
Capital Ideas podcastArtificial intelligence is transforming the American heartland
Dane Mott, a Capital accounting analyst, shares his experiences and insights from a trip he recently led to Columbus, Ohio for an up close view of how…
Capital Ideas podcastHow to approach rainy-day investing in record-high markets
When stock markets continuously reach new highs, investors might be tempted to throw caution to the wind — or conversely, stay on the sidelines. In this…
Capital Ideas podcastRisk management: Investing amid uncertainty
Wesley Phoa, a portfolio manager overseeing the American Funds Target Date Retirement Series® and other portfolio solutions, discusses his thoughts on…
Capital Ideas podcastChicago bull: Talking markets (and basketball) with Martin Jacobs
There are many stock pickers in the asset management industry, but can they also take on basketball legend Michael Jordan in a pick-up game? Tune in to hear…
Capital Ideas podcast2025 and beyond: Key industry and market trends
Capital Group chief executive officer Mike Gitlin and vice chair Jody Jonsson share their outlook for the markets, the economy and key industry trends — from…
Capital Ideas podcastNew York to Tokyo: Investing insights from a global nomad
How does the curiosity that inspires a global nomadic lifestyle also influence investing insights? Capital Group equity portfolio manager Gerald Du Manoir…
Capital Ideas podcast2025 Outlook
Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Where are the most compelling opportunities in…
Capital Ideas podcastSoaring with Capital Group Vice Chair Jody Jonsson
What does a portfolio manager have in common with a pilot? Tune in to hear Capital Group Vice Chair Jody Jonsson, who is both, discuss her adventures in the…
- Capital Ideas podcast
Is 'The New Geography of Investing' still new?
Capital Group portfolio manager Rob Lovelace and investment director David Polak discuss "The New Geography of Investing," an approach to evaluating companies…