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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,

business investing

All Episodes

34:51

On the hunt for hidden investment opportunities

Capital Ideas Podcast ·

2023/11/02

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 emerging markets and explains why building relationships with business and political leaders is essential for successful investing. Related resources:Emerging markets: Positive signs even as China slows For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is

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33:44

The new reality of investing (2024 edition)

Capital Ideas Podcast ·

2023/10/26

As New Perspective Fund® (NPF) celebrates its 50th anniversary, NPF portfolio manager Jody Jonsson shares her outlook for the global equity markets. The tailwind provided by 40 years of declining interest rates is over, she says, and it’s time to think about the new reality of investing. Related resources:New reality for investors: 5 big trends changing markets For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas

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22:55

Investing in big, structural changes

Capital Ideas Podcast ·

2023/10/19

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 says, is identifying green energy initiatives that are driven primarily by market economics, not government policy. Related resources:5 trends driving energy markets in 2023 Clean hydrogen: Growing opportunities beyond the hype For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

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27:35

What Led Zeppelin and investing have in common

Capital Ideas Podcast ·

2023/10/12

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 meltdown and spanned some of the greatest bull markets in U.S. history. Related resources:10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for

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21:41

World view: What’s next for inflation and interest...

Capital Ideas Podcast ·

2023/10/05

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 impact it’s having on global interest rates. Related resources:As the Fed pauses, what’s next for inflation and rates? For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for

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24:43

You can’t have 100 best friends

Capital Ideas Podcast ·

2023/09/28

Capital Group portfolio manager Michael Cohen shares his thoughts about investing based on three decades of experience in the global equity markets. When it comes to his stock portfolios, there is one thing he’s learned: You can’t have 100 best friends. Related resources:Making the case for international equities For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In

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30:54

Navigating 23 downturns in 35 years of investing

Capital Ideas Podcast ·

2023/09/21

Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, the circumstances that launched him on a professional life in Asia and Europe, and the importance of avoiding emotional overreactions to stock markets. Related resources:Making the case for international equities For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended

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22:48

Are video games recession proof?

Capital Ideas Podcast ·

2023/09/14

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 question with equity analyst Nathan Meyer, who covers the fast-growing video games industry for Capital Group. Related resources: U.S. economy hit by rolling recession Guide to recessions For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not

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19:10

Literary love: 6 book ideas from Capital’s investment...

Capital Ideas Podcast ·

2023/09/07

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 professionals — along with some literary thoughts from our political economist and published author Matt Miller. Related resources:6 books for summer reading For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada

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26:25

Emerging markets re-emerging

Capital Ideas Podcast ·

2023/08/31

Emerging market investment opportunities are broadening beyond China to include India, Vietnam and Mexico. Veteran portfolio manager Brad Freer explains how nearshoring and the “China Plus One” strategy could benefit investors. Related resources: For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

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24:28

Lessons over 50 years of fixed income investing, part 2

Capital Ideas Podcast ·

2023/08/24

As Capital Group celebrates 50 years of managing fixed income portfolios, longtime bond investors share some memorable experiences and lessons learned. The second of a two-part series features retired portfolio manager Mark Brett, who served as principal investment officer for Intermediate Bond Fund of America®, and current portfolio manager David Daigle, principal investment officer for American High-Income Trust®. Related resources: 4 lessons from 50 years of bond investing

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25:00

Investing through crisis

Capital Ideas Podcast ·

2023/08/16

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 September 2001 — and then continued to learn through the great financial crisis, the pandemic and beyond. Related resources: 2023 Midyear Outlook For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada

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28:35

Semiconductor industry emerges stronger from the...

Capital Ideas Podcast ·

2023/08/10

Capital Group analyst Isaac Sudit shares his outlook for the semiconductor industry. What’s with all the hype surrounding artificial intelligence? Why are electric vehicles so important? And how has the pandemic fundamentally transformed the business of designing, manufacturing and selling computer chips? Tune in to find out. Related resources: 10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital

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29:10

Lessons over 50 years of fixed income investing, part 1

Capital Ideas Podcast ·

2023/08/03

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 share some memorable experiences and lessons learned. The first of a two-part series features current portfolio manager Kirstie Spence, who focuses on emerging markets debt, and retired portfolio manager John Smet, who also served as principal investment officer for The Bond Fund of America®. Related resources: Bond outlook: Fed pause

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29:48

2023 Midyear Outlook

Capital Ideas Podcast ·

2023/07/27

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 face of recession fears? Is the Federal Reserve done raising interest rates? Tune in to hear their views. Related resources: Midyear Outlook report 10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use

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06:37

Guide to market recoveries

Capital Ideas Podcast ·

2023/07/20

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 who find the courage and conviction to stick to their long-term plan are often rewarded as markets bounce back. Related resources: Guide to market recoveries For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In

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20:53

3 lessons from a lifelong tech investor

Capital Ideas Podcast ·

2023/07/13

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 investing when he rubbed shoulders with Bill Gates and Steve Jobs, as well as more recent lessons about investing aggressively through the pandemic to position his portfolios for long-term success. Related resources:10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas

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30:00

How AI could change the investment landscape

Capital Ideas Podcast ·

2023/07/06

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, three Capital Group analysts discuss the investment implications for this technology, as well as the pitfalls that may lie ahead. Related resources: AI: What it means for investors 10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas

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25:38

Trying to avoid investment mistakes

Capital Ideas Podcast ·

2023/06/29

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 investment mistakes, and why he tries to build portfolios that are able to withstand recessions. Related resources:10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada

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35:20

Is the bear market over?

Capital Ideas Podcast ·

2023/06/22

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 of many investors today: Is the bear market of 2022 finally over? Related resources: 10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital

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315 results

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