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 podcast
AI spending spree: Where's the payoff?
Portfolio manager Mark Casey, equity investment analyst Mihir Mehta and economist Jared Franz break down key AI developments and how the next phase of AI could…
Capital Ideas podcastBond talk: When income is what you seek
When it comes to investing in bonds for income, what's the best combination? Damien McCann, a fixed income portfolio manager at Capital Group, talks with Mike…
- Capital Ideas podcast
Travel revival: Investment opportunities by land, sea and air
From artificial intelligence to an industrials boom, Capital Group portfolio manager Greg Miliotes talks about risks and opportunities he sees over the next…
- Capital Ideas podcast
U.S. Election Day key takeaways
Capital Group election watchers John Emerson, Matt Miller and Reagan Anderson discuss the political, economic and market implications of U.S. President-elect…
Capital Ideas podcastHow bonds could shine as interest rates decline
What can investors expect from bonds now that interest rates are declining? Discover how bonds are back to their critical roles of providing income and…
- Capital Ideas podcast
Confessions of a value investor
Can a value investor find opportunities in growth-oriented areas like artificial intelligence? Capital Group portfolio manager Charles Ellwein believes he can…
- Capital Ideas podcast
Connecting the science and the business of drug innovation
Blockbuster drugs like Ozempic and Zepbound may appear to be overnight successes but were actually the result of years of research and incremental…
Capital Ideas podcastRetail-investing success: Anne-Marie Peterson on the power of culture
Curious about investing in the fast-paced retail sector? Anne-Marie Peterson, an equity portfolio manager at Capital Group, speaks with Mike Gitlin about her…
- Capital Ideas podcast
What is the Benjamin Button economy?
In the 2008 movie "The Curious Case of Benjamin Button," the title character played by Brad Pitt ages in reverse — from an old man to a young child. Could the…
- Capital Ideas podcast
Growth vs. value: Is the tide turning?
Capital Group equity portfolio managers Don O'Neal and Justin Toner add their voices to the age-old debate over growth versus value. With growth investing…
Capital Ideas podcastHow the generative AI revolution might affect long-term investing
Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital…
- Capital Ideas podcast
High steaks: The coming food transformation
We explore the future of food. In this episode, Capital Group analyst Rob Beale talks about how new farming practices and regenerative agriculture have…
- Capital Ideas podcast
AI revolution: Winter of disillusion on the horizon?
Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S…
Capital Ideas podcastConversations with Mike Gitlin: Featuring Courtney Wolf
Ever wonder how the municipal bond market works? Courtney Wolf, a fixed income portfolio manager at Capital Group, speaks with Mike Gitlin about the advantages…
- Capital Ideas podcast
Asia focus: Is Indonesia poised for takeoff?
Portfolio manager Chapman Taylor reflects on three decades of investing in emerging markets at Capital Group. He offers his outlook for developing economies…
- Capital Ideas podcast
Risky business: Investing in troubled companies
Evaluating troubled companies can uncover both risks and opportunities. Capital Group analyst Todd Saligman and portfolio manager Steve Watson explain how they…
Capital Ideas podcastConversations with Mike Gitlin: Featuring Winnie Kwan
Capital Group CEO Mike Gitlin interviews Winnie Kwan, an equity portfolio manager based in our Hong Kong office. As one of Morningstar's top female fund…
- Capital Ideas podcast
The heavy impact of weight loss drugs
Weight loss drugs that aim to radically curb appetites and prevent a host of obesity-related health problems are seeing unprecedented demand. At the same time…
- Capital Ideas podcast
Election Watch: A November to remember
Capital Group election watchers Matt Miller and Reagan Anderson highlight dynamics that will shape the historic race for the White House. They cover domestic…
Capital Ideas podcastConversations with Mike Gitlin: Featuring Chris Buchbinder
Capital Group CEO Mike Gitlin interviews Chris Buchbinder, an equity portfolio manager based in our San Francisco office. Drawing from nearly three decades of…
- Capital Ideas podcast
The future of global equities
Capital Group portfolio managers Rob Lovelace and Noriko Chen share their outlook on the global equity markets and where they see compelling investment…
- Capital Ideas podcast
2024 Midyear Outlook
Capital Group portfolio managers Caroline Randall and David Hoag discuss their outlook for the economy and markets. Can stocks continue their relentless climb?…
Capital Ideas podcastConversations with Mike Gitlin: Featuring John Queen
Capital Group CEO Mike Gitlin interviews John Queen, a fixed income portfolio manager based in our West LA office. As a long-time bond investor, John discusses…
- Capital Ideas podcast
Small-cap stocks: Turning over many rocks in search of a few gems
Capital Group portfolio manager Dimitrije Mitrinovic explains why knowing when to be patient, and when to be bold are critical to uncovering hidden gems in the…
- Capital Ideas podcast
Is the world prepared for population decline?
China's recent population decline underscores a long-term challenge more countries will face. Capital Group economist Jared Franz shares his views on how…
Capital Ideas podcastConversations with Mike Gitlin: Featuring Mark Casey
Capital Group CEO Mike Gitlin interviews Mark Casey, an equity portfolio manager based in our San Francisco office. As a veteran Silicon Valley investor, Mark…
- Capital Ideas podcast
Columnist David Brooks on "How to Know a Person"
New York Times columnist David Brooks talks about his book, How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen. In a conversation with…
- Capital Ideas podcast
U.S. interest rates: Where do we go from here?
Capital Group economist Darrell Spence discusses his outlook for U.S. interest rates, inflation and the economy at the mid-point of 2024. Will the Fed cut…
Capital Ideas podcastConversations with Mike Gitlin: Featuring Kirstie Spence
Capital Group CEO Mike Gitlin interviews Kirstie Spence, a fixed income portfolio manager based in our London office. As an emerging markets debt specialist…
- Capital Ideas podcast
Bond talk: Can credit markets continue to run strong?
Credit markets have remained strong even as interest rates have seesawed amidst uncertainty around Federal Reserve policy. Capital Group portfolio manager…
- Capital Ideas podcast
The new reality of investing in 2024
Capital Group portfolio managers Jody Jonsson and Chris Buchbinder highlight investment opportunities in the U.S. and the world. They discuss artificial…
Capital Ideas podcastConversations with Mike Gitlin: Featuring Alan Wilson
Capital Group CEO Mike Gitlin interviews Alan Wilson, an equity portfolio manager with 33 years of investment industry experience. Alan shares stories about…
- Capital Ideas podcast
Megatrends to watch over the next decade or more
Capital Group portfolio managers Mark Casey and Peter Eliot shine a spotlight on several far-reaching investment trends, including remarkable advances in…
- Capital Ideas podcast
What's the state of the states?
As pandemic-era stimulus dries up, municipal bond investors must weigh how fundamentals of state and local governments will cope. Capital Group fixed income…
Capital Ideas podcastConversations with Mike Gitlin: Featuring Jessica Spaly
Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst…
- Capital Ideas podcast
Can the U.S. economy survive higher interest rates?
Capital Group portfolio managers Will Robbins, John Queen and Michelle Black share their views on the stock and bond markets, including the impact of U.S…
- Capital Ideas podcast
Mastering the obvious for investment success
Capital Group portfolio manager Reed Lowenstein shares how active listening and getting the basic details right has helped him build a successful investing…
Capital Ideas podcastConversations with Mike Gitlin: Featuring Carl Kawaja
Capital Group CEO Mike Gitlin interviews Carl Kawaja, equity portfolio manager and chair of Capital Research and Management Company. Carl shares his thoughts…
- Capital Ideas podcast
Will commercial real estate sink the U.S. economy?
Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on…
- Capital Ideas podcast
The American energy juggernaut
Capital Group portfolio manager Paul Benjamin shares his optimistic outlook for the American energy sector, why he thinks oil prices are headed a lot higher…
- Capital Ideas podcast
Why women make great investors
In this episode, you'll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found…
- Capital Ideas podcast
Lessons from a research trip to India
Freshly returned from a research trip to India, Capital Group investment director Natalya Zeman, India Affairs Specialist Anirudha Dutta and equity analyst…
Capital Ideas podcastConversations with Mike Gitlin: Featuring Rob Lovelace
Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob…
- Capital Ideas podcast
Investing in an election year
Capital Group political insiders John Emerson and Reagan Anderson discuss the key issues and events that could shape the outcome of U.S. elections in November…
- Capital Ideas podcast
Waiting for stocks to go on sale
In a stock market driven by highly valued companies, Capital Group portfolio manager Alan Berro prefers to seek out stocks that go on sale. How does he…
- Capital Ideas podcast
32 years of investing in a complicated jigsaw puzzle
As he prepares for retirement, Capital Group portfolio manager Jonathan Knowles reflects on 32 years in the investment business. The global equity markets and…
- Capital Ideas podcast
Assessing the big gap between large- and small-cap stocks
Capital Group portfolio manager Peter Eliot shares the journey that led him from a career as a value-oriented analyst covering the chemicals industry to a…
- Capital Ideas podcast
Friendshoring: The Rise of Mexico
Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It's a trend called "Friendshoring."…
- Capital Ideas podcast
2024 Outlook
Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Can stocks continue to build on the powerful…
- Capital Ideas podcast
Through the years: An interview with former Capital Group CEO Tim Armour
Tim Armour, Capital Group's recently retired CEO, reflects on his 40-year career as an analyst, portfolio manager and eventual leader of the company. He shares…
- Capital Ideas podcast
The Best of the Capital Ideas Podcast
The final episode of 2023 highlights some of the best moments from the Capital Ideas Podcast this year. Capital Group portfolio managers share their views on…
- Capital Ideas podcast
Bringing imagination and creativity to growth investing
Capital Group portfolio Manager Anne-Marie Peterson is always looking out for the next great investment idea whether it revolves around new-economy tech giants…
- Capital Ideas podcast
Is human insight still relevant in investing?
Amid the rise of artificial intelligence (AI), Capital Group portfolio manager Grant Cambridge says that human insight is more important than ever when it…
- Capital Ideas podcast
Acorns to oaks: The power of small-cap stocks
Capital Group investment analyst Will Craig shares his insight into small-cap stocks. Public companies worth $6 billion or less can present attractive pricing…
- Capital Ideas podcast
Fed watch: Is inflation under control yet?
Capital Group economist Darrell Spence examines the Federal Reserve's battle against inflation. Is the Fed going to hit its 2% inflation target? If so, when?…
- Capital Ideas podcast
From Jersey to Japan: The merits of global diversification
Capital Group portfolio manager Tomoko Fortune explains how her globally diverse life experience — growing up in New Jersey and Japan — led to an appreciation…
- Capital Ideas podcast
Washington watch: Assessing the U.S. presidential election one year out
Reagan Anderson, Senior Vice President of Government and Regulatory Affairs in Capital Group's Washington, D.C. office, examines the issues and challenges that…
- Capital Ideas podcast
On the hunt for hidden investment opportunities
Capital Group portfolio manager Chapman Taylor describes the rapid pace of change he witnessed firsthand on a recent visit to India, shares his outlook for…
- Capital Ideas podcast
The new reality of investing (2024 edition)
As New Perspective Fund® (NPF) celebrates its 50th anniversary, NPF portfolio manager Jody Jonsson shares her outlook for the global equity markets. The…
- Capital Ideas podcast
Investing in big, structural changes
Capital Group portfolio manager Nick Grace discusses his approach to investing in the long-term transition from fossil fuels to renewable energy. The key, he…