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
Global bond market outlook
As rising U.S. interest rates reverberate around the world, Capital Group portfolio manager Rob Neithart discusses his outlook for the global bond market…
- Capital Ideas podcast
Is AI the next big economic growth catalyst?
Capital Group economist Jared Franz discusses the rapid development of artificial intelligence and machine learning, including the relevant implications for…
- Capital Ideas podcast
Can the U.S. bull market keep running?
While many investors wring their hands over a prolonged U.S. bull market — waiting for the other shoe to drop — portfolio manager Alan Berro bides his time…
- Capital Ideas podcast
A flexible approach to global investing
Capital Group investment director David Polak discusses the challenges facing global investors amid increasingly bitter trade disputes and a widening return…
- Capital Ideas podcast
The changing face of emerging markets
Emerging markets stocks have come under pressure amid slowing economic growth and a brewing trade war, but the full story is much more complex. As veteran…
- Capital Ideas podcast
The big-picture outlook for small-cap stocks
Small-capitalization stocks have been on a roll in 2018. Who better to offer his perspective on this development than portfolio manager/investment analyst Greg…
- Capital Ideas podcast
3 views on today's markets
This episode features a diverse sampling of perspectives from three Capital Group investment professionals. Economist Jared Franz shares his outlook for the…
- Capital Ideas podcast
Predicting the markets with Ed Yardeni
Economist and investment strategist Ed Yardeni discusses his new book, Predicting the Markets: A Professional Autobiography, and offers his thoughts on why the…
- Capital Ideas podcast
Income investing in a rising-rate environment
Capital Group portfolio manager Jim Lovelace discusses the importance of investing in conservative, dividend-paying stocks at a time when high-flying…
- Capital Ideas podcast
2018 Midyear Outlook
This episode features Capital Group's 2018 Midyear Outlook. Three seasoned investment professionals offer a status report on the financial markets — both…
- Capital Ideas podcast
The best of Capital Ideas
Whether you're a regular listener or tuning in for the first time, this episode may be just your cup of tea. We've compiled the most memorable moments and…
- Capital Ideas podcast
Lessons learned from 45 years of investing
Capital Group portfolio manager Claudia Huntington reflects on a long career primarily dedicated to U.S. equity investing. In a wide-ranging interview, Claudia…
- Capital Ideas podcast
A.I.: Learn the pros and cons
What is artificial intelligence? Would we know it if we could see it? Professor and author Hod Lipson offers startling insight into the impact A.I. is already…
- Capital Ideas podcast
Investing in Flight
Capital Group aerospace and defense analyst Todd Saligman discusses his positive outlook for the fast-growing commercial aircraft industry, the fierce…
- Capital Ideas podcast
It's politics
In this episode, we turn the tables on host Matt Miller and pick his brain on a subject near and dear to his heart: the U.S. political scene. Shifting trade…
- Capital Ideas podcast
Bracing for higher U.S. inflation and interest rates
The return of inflation has rattled financial markets this year. As U.S. interest rates move higher, investors are looking for clues about how rising consumer…
- Capital Ideas podcast
Media's Blurred Lines
Media analyst Brad Barrett has made a career of following both entertainment's traditional players (Disney, Fox, Time Warner) and its digital newcomers…
- Capital Ideas podcast
Will the Declining Dollar Continue Its Descent?
Currency movements had a big impact on investment returns in 2017, especially as the U.S. dollar weakened throughout the year. Will that powerful trend…
- Capital Ideas podcast
How Can Investors Prepare for 2018 U.S. Tax Reforms?
Capital Group senior counsel Jason Bortz has a lot of experience analyzing the U.S. tax code in his 20-plus years practicing law. In this podcast, Bortz digs…
- Capital Ideas podcast
U.S.-China Trade: Tensions Rising
Capital Group portfolio manager Steve Watson, a long-time investor in Chinese equities, shares his views on U.S.-China trade relations just as tensions appear…
- Capital Ideas podcast
Energy and the New Geopolitics
The U.S.'s recent surge in domestic oil and gas supply has profound implications for the longstanding geopolitical power structure. In her new book, Windfall…
- Capital Ideas podcast
Fixed Income in Today's Volatile Climate
In this conversation, Capital Group's head of fixed income, Mike Gitlin, addresses the recent market volatility and its root causes. He also reveals what key…
- Capital Ideas podcast
Tim Armour on Market Volatility
Capital Group chairman and chief executive officer Tim Armour discusses the sudden return of volatility to the markets and provides helpful context for…
- Capital Ideas podcast
Michael Kitces: How Advisors Can Find Their Niche Online
As an advisor and industry trendspotter, Michael Kitces and his Nerd's Eye View blog are required reading for many financial advisors. In turn, Kitces devotes…
- Capital Ideas podcast
The Outlook for International Equities
Capital Group portfolio manager Carl Kawaja has spent three decades traveling the world to uncover compelling investment opportunities. In this podcast, Carl…
- Capital Ideas podcast
How High Can Tech Go?
Today's internet sector has many investors nervous, with the recent meteoric success of the FANG stocks (Facebook, Apple, Netflix, Google/Alphabet) combined…
- Capital Ideas podcast
Outlook 2018: Markets and Economies
Capital Group's annual Outlook is a widely anticipated watch/listen/read within the investment community. Listen to this 2018 podcast rendition and learn…
- Capital Ideas podcast
Emerging Markets Investing: From Smokestacks to Smartphones
Capital Group portfolio manager Shaw Wagener has witnessed the remarkable evolution of emerging markets investing over a career spanning 30-plus years. In this…
- Capital Ideas podcast
U.S. Retail Outlook: Life Beyond Amazon?
Given the explosive popularity of Amazon, some traditional retailers have resorted to introducing in-store "experiences" to lure shoppers through their doors…
- Capital Ideas podcast
Women and Investing: Dispelling Myths
Women in the U.S. control more than $11 trillion of investable assets. That's no small constituency for financial advisers and asset managers. In today's…
- Capital Ideas podcast
Efficient Markets Reconsidered
How financial markets work has long been the subject of debate between two academic camps: the efficient markets theorists and the behavioral economists. Into…
- Capital Ideas podcast
U.S. Interest Rate Outlook: Don't Fear the Fed
With the Federal Reserve raising interest rates, Capital Group portfolio manager John Queen discusses his outlook for the U.S. bond market, short- and…
- Capital Ideas podcast
International Investing Takes Center Stage
The U.S. may have led the global economic expansion to date, but other major markets provide fertile ground for today's investor as well. Portfolio manager…
- Capital Ideas podcast
A Conversation With the Former U.S. Ambassador to Germany
As the September 24 German elections approach, former U.S. Ambassador to Germany John Emerson discusses his outlook for the political contest, the future of…
- Capital Ideas podcast
Why Wall Street Matters
If you have a credit card, a car loan or any number of other financial products, Wall Street has an impact on your life. In this podcast, author and former…
- Capital Ideas podcast
Investing in Pharma's Frontier
Today's pharmaceutical industry is teetering between an innovation renaissance and an affordability crisis. Investment analyst Craig Gordon, a former…
- Capital Ideas podcast
Health Care's Reluctant Crusader
This special episode features conversations with two authors from the world of big ideas: TV executive David Goldhill and law professor Tim Wu. A family…
- Capital Ideas podcast
Why Bond Funds Should Behave Like Bond Funds
You wouldn't want your dog behaving like a cat, so why invest in a bond fund that behaves like a stock fund? In this podcast, Mike Gitlin — Capital Group's…
- Capital Ideas podcast
2017 Midyear Outlook: Markets and Economies
At the midyear point, answers to some of 2017's burning questions about the global economic recovery and financial markets are coming into focus. Capital Group…
- Capital Ideas podcast
Navigating the U.S. Municipal Bond Market
Municipal bonds provide financing for hospitals, roads, schools and many other public projects we all know and utilize, yet many investors are unfamiliar with…
- Capital Ideas podcast
Do U.S. Equities Have Room to Run?
Do U.S. Equities Have Room to Run? Eight years into its current expansion, the U.S. economy has given investors cause for concern. How much longer can it grow?…
- Capital Ideas podcast
Beyond Brexit
Is there a future for Britain beyond Brexit? Portfolio manager Jonathan Knowles will have you convinced there is. This Singapore-based, 25-year industry…
- Capital Ideas podcast
Rising in the East: China's Economic Outlook
China's economy remains one of the fastest growing in the world, despite a pronounced slowdown in recent years. Exactly how fast is it growing? What are the…
- Capital Ideas podcast
Driverless Cars and AI — Oh, My!
Technology has so accelerated the pace of innovation that ideas quickly go from invention to widespread adoption. What's driving this rapid change, and what…
- Capital Ideas podcast
Where Geopolitics and Investing Intersect
Today's geopolitical stakes couldn't be higher. Political disruption in the U.S. and Great Britain now may be extending to Europe. And China is asserting its…
- Capital Ideas podcast
Alan Greenspan: The Man Who Knew
Biographer Sebastian Mallaby discusses the life and times of Alan Greenspan, former Chairman of the Federal Reserve and one of the most influential figures in…
- Capital Ideas podcast
The New Reality of Global Investing
Global investing has experienced a subtle but defining shift in recent years, and Capital Group portfolio manager Rob Lovelace has been watching it like a…
- Capital Ideas podcast
Top Investment Themes for 2017
Struggling to make sense of the investment landscape in the year ahead? Between the murky U.S. interest rate picture and political upheaval in the U.S. and…