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
The best of Capital Ideas — Pandemic edition
Experience the coronavirus pandemic and subsequent economic crisis through the eyes of Capital Group's investment team. With host Matt Miller as our guide, we…
- Capital Ideas podcast
Will the COVID Grinch steal Christmas?
With vaccinations widely available and a year's worth of pent-up consumer demand, shoppers are flocking to stores. That's great news for retailers since the…
- Capital Ideas podcast
Is Bitcoin too big to ignore?
Demand for Bitcoin and other cryptocurrencies has skyrocketed in recent years, resulting in wild price movements. Should these volatile digital assets be…
- Capital Ideas podcast
Dividend deep dive
Dividend-paying companies felt the brunt of the global shutdown initiated by COVID. But with the reopening of economies in recent months, many of the…
- Capital Ideas podcast
What to expect when the Fed tapers
While the Federal Reserve stopped just short of tightening policy in its September meeting, its first move is expected later this year. How could it affect…
- Capital Ideas podcast
Deurbanization: Are big cities in jeopardy?
Big cities experienced a COVID-induced exodus in 2020 as millions of telecommuters headed for the suburbs and other outlying areas. How durable is this change…
- Capital Ideas podcast
Sharpen your critical thinking with The Scout Mindset
How we can get better at thinking critically and objectively is the far-reaching topic of this discussion. Author Julia Galef discusses the findings of her new…
- Capital Ideas podcast
Three Days at Camp David: The secret meeting that transformed the global economy
Jeffrey Garten's book, Three Days at Camp David: How a Secret Meeting in 1971 Transformed the Global Economy, examines the unlikely events that led to…
- Capital Ideas podcast
What's next for global bond markets?
Andrew Cormack, a portfolio manager with Capital World Bond Fund®, discusses his outlook for fixed income markets amid a reawakening of the global economy…
- Capital Ideas podcast
How boards work, with author Dambisa Moyo
Corporate boards have been around for nearly 500 years. Yet according to author Dambisa Moyo, the challenges they face today along the "cultural frontier"…
- Capital Ideas podcast
Is Big Tech in big trouble?
Increasingly aggressive regulation of the world's largest and most successful technology companies has been cause for concern among many investors. But how…
- Capital Ideas podcast
"The New Class War" with author Michael Lind
What factors have given rise to today's populist rebellion, and what should be the proper response from the dominant elites? Author and academic Michael Lind…
- Capital Ideas podcast
Investing in Europe's recovery
Is this the year international stocks will finally overtake the U.S.? Greg Fuss, an equity portfolio manager with American Funds International Vantage…
- Capital Ideas podcast
Investing in China — Revisited
Capital Group investment professionals Winnie Kwan and Kent Chan discuss the outlook for China's economy and markets as the world's second largest economy…
- Capital Ideas podcast
"Don't eat the pizza" and other bits of investment wisdom
Capital Group's collegial culture shines through, as three equity portfolio analysts — Mark Casey, Lisa Thompson and Chapman Taylor — share details of a recent…
- Capital Ideas podcast
Washington focus with Matt Miller
To help investors make sense of the political transition in Washington, we've flipped the script and asked our host, Matt Miller, to offer his perspective on…
- Capital Ideas podcast
The age of Angrynomics
Economist Eric Lonergan discusses his book, "Angrynomics," which explores how anger has contributed to the rise of divisive politics and unsustainable economic…
- Capital Ideas podcast
2021 Outlook
Join us for a timely discussion of markets and the global economy, plus a detailed look at equity and bond market opportunities. We conclude with implications…
- Capital Ideas podcast
Retiring bond manager charts the path ahead
London-based fixed income portfolio manager Mark Brett is retiring at the end of 2020. Here he distills the perspective gained over his four-decade career into…
- Capital Ideas podcast
Adapt or die: Retailers navigate the pandemic storm
Capital Group equity analyst Rachel Bowman shares her outlook for the U.S. retail sector amid a pandemic-ravaged holiday shopping season. Some retailers are…
- Capital Ideas podcast
Health care's future is now
Medical technology has come a long way in the two decades since the sequencing of the human genome. Given the staggering advances ahead of us, combined with…
- Capital Ideas podcast
Acorns to oaks: 2 views on small-cap stocks
Many small-cap stocks are among the world's most innovative and fastest growing companies, but the asset class tends to be more volatile than large-cap stocks…
- Capital Ideas podcast
Lessons learned from a half-century of investing
As portfolio manager Claudia Huntington prepares to turn the page on a storied 47-year career at Capital Group, we couldn't help but request one final…
- Capital Ideas podcast
Video games triumph in the stay-at-home era
Capital Group equity analyst Nathan Meyer discusses the rapid growth of the video game industry amid the COVID-19 pandemic. In the stay-at-home era, new gamers…
- Capital Ideas podcast
Municipal bond market: 2020 update
The year 2020 has been uncharacteristically eventful for the municipal bond market, which has seen multiple shifts in direction in just a few short months. We…
- Capital Ideas podcast
John Maynard Keynes and The Price of Peace
Author Zachary Carter discusses the themes behind his new book — "The Price of Peace: Money, Democracy, and the Life of John Maynard Keynes." As one of the…
- Capital Ideas podcast
Engineering the future of civilization with Lord John Browne
Engineers may not get the love they deserve, says author Lord John Browne, best known for his transformative tenure as CEO of energy giant BP. In this…
- Capital Ideas podcast
What's next for global equities?
Capital Group portfolio manager Carl Kawaja discusses the outlook for global equity markets in the COVID-19 era. In a wide-ranging interview, Carl offers his…
- Capital Ideas podcast
Radical uncertainty
How do leaders make important decisions when the stakes are high, the data is flawed and the outcome is unknowable? Often badly — in part, because they rely on…
- Capital Ideas podcast
Coronavirus update: A view from the ground
The outbreak of the coronavirus and concerns about what its rapid spread could mean for global markets and economies have prompted this special episode of…
- Capital Ideas podcast
The best of Capital Ideas, vol. 2
Host Matt Miller takes us on a tour of outstanding moments from recent Capital Ideas podcast episodes, including excerpts from conversations about oil rigs…
- Capital Ideas podcast
Streaming wars
The proliferation of video streaming services has been the most conspicuous change of late in Hollywood's evolving competition for the consumer dollar…
- Capital Ideas podcast
Oil change: Snapshot of an evolving industry
Today's global oil industry is experiencing a period of disruption, says investment analyst Jacinto Hernandez. From the technological (the shale revolution) to…
- Capital Ideas podcast
What's next for Brexit?
After three years of political wrangling in the U.K., Brexit finally appears to be moving forward. As the U.K. prepares to leave the European Union, Capital…
- Capital Ideas podcast
2020 Outlook
Portfolio manager Rob Lovelace, economist Darrell Spence and fixed income investment director Margaret Steinbach share their thoughts on global equities…
- Capital Ideas podcast
What's in store for the U.S. retail sector?
Yes, e-commerce titan Amazon continues to disrupt the business of traditional retailers, but some are finding innovative ways to survive and thrive in the…
- Capital Ideas podcast
A guide to international investing
After a decade of dominance by U.S. stocks, are there still compelling reasons to invest outside the United States? Absolutely, says Capital Group investment…
- Capital Ideas podcast
Municipal bonds under the microscope
Fixed income portfolio managers Mark Marinella and Karl Zeile discuss the outlook for U.S. municipal bonds in light of sweeping federal tax changes. They offer…
- Capital Ideas podcast
Robert Shiller on "Narrative Economics"
The title of Nobel Prize-winning economist Robert Shiller's latest book, "Narrative Economics," is telling — literally. It spotlights stories people have told…
- Capital Ideas podcast
Beyond the trade war: Long-term investing in China
Portfolio manager Winnie Kwan and investment director Kent Chan explore the long-term investment outlook for China. Amid a damaging trade war and political…
- Capital Ideas podcast
6 keys to better investment manager selection
Retirement plan sponsors concerned about participant outcomes, take note. Capital Group's Steve Deschenes is here with a checklist for selecting superior…
- Capital Ideas podcast
Sweat equities: Metals, mining and utilities
Iron ore, copper, gold, nickel. Extracting these metals from the earth is a tough, capital-intensive business. Equity investment analyst Frank Beaudry makes it…
- Capital Ideas podcast
The technology trap
What happens when technological innovation, instead of helping people, displaces them? That's been a vexing question throughout history and it remains so…
- Capital Ideas podcast
The secrets of high net worth investors
Here's a news flash for financial advisors who think their clients are telling them everything: There's a good chance they aren't. In fact, they are probably…
- Capital Ideas podcast
The future is Asian
Long-term international investors who focus primarily on China may be missing the bigger picture. In his latest book, The Future Is Asian, global strategy…
- Capital Ideas podcast
An engineer's view of the stock market
Portfolio manager Alan Wilson trained at MIT to be a civil engineer. Turns out, those skills transfer nicely to the stock market — building strong portfolios…
- Capital Ideas podcast
2019 Midyear Outlook
Portfolio manager Jody Jonsson, head of fixed income Mike Gitlin and economist Darrell Spence share their thoughts on global equities, fixed income and…
- Capital Ideas podcast
What Morningstar's shake-up means for bond investors
Given the uncertainty in today's economic environment, investors should not be caught unaware of what's in their bond portfolios. Enter Morningstar, whose…
- Capital Ideas podcast
AMBAL manager on his outlook and markets
Helping investors enjoy a comparatively smooth ride when markets are at their choppiest is a top priority for portfolio manager Greg Johnson, principal…
- Capital Ideas podcast
The case for international equities
Capital Group portfolio manager Gerald Du Manoir talks about the importance of including international equities in a well-diversified portfolio, despite years…
- Capital Ideas podcast
U.S. automakers signal a lane change
The U.S. auto industry has seen its share of technological innovation through the decades, but perhaps none more dramatic than what lies just around the bend…
- Capital Ideas podcast
Chip off the old block: The semiconductor comes of age
Not only has the semiconductor played an essential role in the proliferation of technology over the past half century, but the companies that design and make…
- Capital Ideas podcast
How to make your workplace a better place with Adam Grant
University of Pennsylvania professor Adam Grant talks with Capital Group's Matt Miller about the dynamics of success and productivity in the workplace. Might a…
- Capital Ideas podcast
When is the next recession?
The next recession — when it will hit, what will trigger it — is top of mind for many investors now that the U.S. expansion is entering its 10th year. Capital…
- Capital Ideas podcast
Today's retirement realities
Employer-sponsored 401(k)s and other defined contribution plans have become the foundation of the U.S. retirement system, but there's a $5 trillion savings gap…
- Capital Ideas podcast
On the ground in China
Recorded in Hong Kong, this episode takes you behind the scenes for an in-depth look at China and the critical issues of growth, trade and geopolitics. Host…
- Capital Ideas podcast
Which way Brexit?
As the U.K. approaches a March 29 deadline to leave the European Union, Capital Group investment professionals discuss the market and economic implications of…
- Capital Ideas podcast
3 views on the markets in 2019
This episode features a revealing mix of perspectives from three Capital Group portfolio managers. Barry Crosthwaite examines the fundamentals of U.S. and…
- Capital Ideas podcast
Beyond yields and spreads: What drives the global bond market?
Capital Group portfolio manager Mark Brett discusses worldwide opportunities in the fixed income markets. As rising interest rates, global trade disputes and…
- Capital Ideas podcast
2019 Outlook: Markets and economies
Late 2018 has been an unsettling time for investors. In this episode, three seasoned investment professionals deliver Capital Group's 2019 Outlook, offering…