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
What Led Zeppelin and investing have in common
Capital Group's Don O'Neal, a portfolio manager with The Growth Fund of America®, shares stories from a 37-year investing career that began with a nuclear…
- Capital Ideas podcast
World view: What's next for inflation and interest rates?
At a pivotal time for monetary policy around the world, Capital Group fixed income portfolio manager Tom Reithinger offers his outlook for inflation and the…
- Capital Ideas podcast
You can't have 100 best friends
Capital Group portfolio manager Michael Cohen shares his thoughts about investing based on three decades of experience in the global equity markets. When it…
- Capital Ideas podcast
Navigating 23 downturns in 35 years of investing
Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, the circumstances that…
- Capital Ideas podcast
Are video games recession proof?
Video games may be fun to play, but are they also recession proof? Will avid gamers continue to play no matter how bad the economy gets? We explore that…
- Capital Ideas podcast
Literary love: 6 book ideas from Capital's investment team
Looking for some good reading material? We've got you covered. Here are six compelling titles taken straight from the shelves of Capital Group investment…
- Capital Ideas podcast
Emerging markets re-emerging
Emerging market investment opportunities are broadening beyond China to include India, Vietnam and Mexico. Veteran portfolio manager Brad Freer explains how…
- Capital Ideas podcast
Lessons over 50 years of fixed income investing, part 2
As Capital Group celebrates 50 years of managing fixed income portfolios, longtime bond investors share some memorable experiences and lessons learned. The…
- Capital Ideas podcast
Investing through crisis
What's it like to manage stocks through periods of crisis? That's what Capital Group portfolio manager Justin Toner learned in his first weeks on the job in…
- Capital Ideas podcast
Semiconductor industry emerges stronger from the pandemic
Capital Group analyst Isaac Sudit shares his outlook for the semiconductor industry. What's with all the hype surrounding artificial intelligence? Why are…
- Capital Ideas podcast
Lessons over 50 years of fixed income investing, part 1
As Capital Group celebrates the 50th anniversary of it's debut in the business of fixed income management, long-tenured present and retired portfolio managers…
- Capital Ideas podcast
2023 Midyear Outlook
Capital Group portfolio managers Caroline Randall and Pramod Atluri share their outlook for the economy and markets. Can U.S. stocks continue to rally in the…
- Capital Ideas podcast
Guide to market recoveries
Bear markets can feel like they last forever when we're in them, but the good news is they have been relatively short compared to market recoveries. Investors…
- Capital Ideas podcast
3 lessons from a lifelong tech investor
After 38 years as an equity investment analyst and portfolio manager at Capital Group, Larry Solomon has retired. Here, he shares his early experiences in tech…
- Capital Ideas podcast
How AI could change the investment landscape
Artificial intelligence, or AI, has commanded the attention of investors this year as it enters a new phase of business and consumer adoption. In this podcast…
- Capital Ideas podcast
Trying to avoid investment mistakes
One of the best ways to make money is to avoid losing it in the first place. That's why Capital Group portfolio manager Jeff Lager tries to avoid making…
- Capital Ideas podcast
Is the bear market over?
Capital Group portfolio manager Greg Wendt discusses the lessons he has learned from 35 years of investing in stocks. And he addresses a question on the minds…
- Capital Ideas podcast
High yield bonds: Avoiding the peaks and valleys
Capital Group portfolio manager Shannon Ward shares her outlook on the U.S. high yield bond market and how she seeks to avoid the peaks and valleys of an asset…
- Capital Ideas podcast
The power of concentration
How can you have concentration and diversification in the same investment portfolio? Listen and find out in this fascinating discussion with Capital Group…
- Capital Ideas podcast
Investing in a technicolor world
Capital Group portfolio manager Lisa Thompson offers her thoughts on the changing path of globalization, a brighter outlook for emerging markets and why she…
- Capital Ideas podcast
3 reasons for a strong potential recovery
Economist Jared Franz sees the potential for a stronger than normal recovery after a long-anticipated recession. Host Will McKenna highlights the three forces…
- Capital Ideas podcast
Debt ceiling showdown approaches 11th hour
As U.S. lawmakers wrangle over raising the federal debt ceiling, Capital Group political economist Matt Miller and fixed income portfolio manager Tom…
- Capital Ideas podcast
The dividend decade
Capital Group portfolio manager Caroline Randall shares her views on why dividends may be a more significant and stable contributor to total returns for…
- Capital Ideas podcast
The Art of Stock Picking
Capital Group portfolio manager Diana Wagner shares her views on finding opportunities in the aftermath of the banking crisis and in the "picks and shovels" of…
- Capital Ideas podcast
Tech sector turnaround: Will it last?
Capital Group portfolio manager Chris Buchbinder discusses the turnaround in the tech sector, the new focus on profitable growth rather than growth at any cost…
- Capital Ideas podcast
Tech innovation creates health care investment opportunities
Capital Group portfolio manager Rich Wolf shares his views on the intersection of tech and the health care industry. Learn how tech innovation – including AI –…
- Capital Ideas podcast
10 lessons from 2008 that apply today
Series host Will McKenna covers 10 timely lessons portfolio manager and former banking analyst Will Robbins learned from his experience covering banks during…
- Capital Ideas podcast
Why the world keeps getting better
Capital Group portfolio manager Carl Kawaja shares his views on growth versus value investing, whether international markets will ever again outpace U.S…
- Capital Ideas podcast
New growth investing opportunities, part 2
In a wide-ranging interview, Capital Group portfolio manager Mark Casey discusses the recent collapse of Silicon Valley Bank, the rapid pace of technology…
- Capital Ideas podcast
Making sense of banking sector turmoil
Capital Group equity portfolio manager Will Robbins discusses the recent bank failures in the U.S. and offers his views on how investors can navigate near-term…
- Capital Ideas podcast
10 investment themes for 2023
Series host Will McKenna hits the highlights from our new e-book: 10 investment themes for 2023. Find out which trends Capital Group portfolio managers are…
- Capital Ideas podcast
New growth investing opportunities, part I
After a rough 2022, where can equity investors find growth opportunities? Equity portfolio manager Cheryl Frank discusses how she's navigating an increasingly…
- Capital Ideas podcast
International markets outlook for 2023
Has equity investing outside the U.S. dropped off your radar? Host Will McKenna recaps five critical insights from three veteran portfolio managers featured in…
- Capital Ideas podcast
Is the 60/40 portfolio still a good investment strategy?
If 2022 represented an inflection point — that rare year when investors saw stocks and bonds decline in tandem — then who better to hear from today than Hilda…
- Capital Ideas podcast
5 keys to investing in 2023
Got five minutes? Host Will McKenna recaps five keys to investing in 2023, based on insights from three veteran Capital Group portfolio managers. If you're…
- Capital Ideas podcast
The AI inflection point, with Martin Romo
Given the broader equity market leadership today following technology's decade of dominance, how should investors think about the once-mighty tech sector?…
- Capital Ideas podcast
Could we be witnessing an industrial renaissance?
Will the growth of renewable energy help usher in a new industrial renaissance? Judging from the early momentum of this dynamic movement — which is getting a…
- Capital Ideas podcast
Finding value in volatility
Where can investors find value in today's volatile bear market? Listen as equity portfolio managers Caroline Randall and Paul Benjamin — whose portfolio…
- Capital Ideas podcast
Airshow confidential: Is aerospace taking off?
Fresh from the first in-person international airshow since the start of the pandemic, equity portfolio managers Lara Pellini and Jason Smith share insights…
- Capital Ideas podcast
The revenge of brick-and-mortar retail?
Even with the disruptions of the pandemic, retailers have enjoyed record sales the last two years. And with life going back to normal, shoppers have…
- Capital Ideas podcast
Recession watch
A U.S. recession is looming, but how long — and difficult — is it likely to be? Economists Darrell Spence and Jared Franz offer their latest thinking on the…
- Capital Ideas podcast
U.S. midterm elections: Who will prevail?
Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections ahead of the November 8 contest. Will Republicans ride a…
- Capital Ideas podcast
Chip War with author Chris Miller
Author Chris Miller offers an overview of his new book, Chip War: The Fight for the World's Most Critical Technology. In this podcast, Miller discusses the…
- Capital Ideas podcast
COVID distortions fanned the flames of inflation
Why has inflation remained so high for so long? Will it stay with us or eventually fade away? In this podcast, Capital Group portfolio manager Julian Abdey…
- Capital Ideas podcast
The Fed Unbound with author Lev Menand
The U.S. Federal Reserve's role has evolved over the past several decades — and not in a good way, says author Lev Menand. A law professor and former economist…
- Capital Ideas podcast
4 portfolio managers on braving bear markets
How is Capital Group's investment team managing ahead of a possible recession? We asked four veteran equity portfolio managers how they are positioning their…
- Capital Ideas podcast
All-weather investing amid the storm
Where can equity investors look to find opportunities in today's high-inflation, rising-rate environment? Portfolio manager Diana Wagner and investment analyst…
- Capital Ideas podcast
From the dollar to bitcoin: Currency deep dive
With global foreign exchange markets changing rapidly, Capital Group currencies analyst Jens Sondergaard shares his outlook on a strong U.S. dollar, a weak…
- Capital Ideas podcast
Midyear Outlook
Our Midyear Outlook for 2022 arrives against a backdrop of high inflation, slowing growth and a looming recession. We checked in with equity portfolio manager…
- Capital Ideas podcast
Talking tech: Software and social media
The recent market downturn has not been kind to technology investors. We checked in with veteran equity investment analysts Julien Gaertner and Ryan Brown to…
- Capital Ideas podcast
Wheels up: The return of air travel
Just in time for the summer travel season, Capital Group equity analyst Todd Saligman discusses his outlook for the airline industry as it recovers from the…
- Capital Ideas podcast
Seeking opportunities in an uncertain world
Recorded live from the New York Stock Exchange, an equity portfolio manager and an equity investment analyst discuss the risks and opportunities of investing…
- Capital Ideas podcast
What's next for U.S. equities?
Amid ongoing geopolitical risk, high inflation and rising interest rates, what are the prospects for U.S. equities today? Two portfolio managers who invest in…
- Capital Ideas podcast
Fed rate hikes: How high will they go?
As the Federal Reserve and other central banks raise interest rates, investors are bracing for the consequences of tighter monetary policy around the world. In…
- Capital Ideas podcast
China then and now, with portfolio manager Steve Watson
As part of Capital Ideas "10 investment themes for 2022" series, Hong Kong-based portfolio manager Steve Watson explores the challenges and opportunities of…
- Capital Ideas podcast
International investing in volatile markets
A former U.S. ambassador to Germany weighs in on the geopolitical changes unfolding in Eastern Europe, and two equity portfolio managers share how they are…
- Capital Ideas podcast
The future of media & entertainment: Metaverse now?
There's no business like showbusiness. Given the amount of head-spinning disruption in the media & entertainment industry, that sentiment is more valid today…
- Capital Ideas podcast
10 investment themes for 2022
This episode, the first in a series of podcasts dedicated to the big, enduring ideas currently on the minds of Capital Group's investment team, spotlights four…
- Capital Ideas podcast
Is software ready for a reboot?
Software companies have seen remarkable growth over the past decade, boosted by the shift to cloud computing and the digital transformation of our lives. But…
- Capital Ideas podcast
The Lords of Easy Money with author Christopher Leonard
Ready for a deep dive into the world of experimental monetary policy? In this podcast, author Christopher Leonard discusses his new book, The Lords of Easy…