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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

53:49

2023 Outlook

Capital Ideas Podcast ·

2023/01/13

This highly anticipated year-end conversation addresses opportunities and risks for investors in 2023 against the backdrop of a looming recession. Equity portfolio manager Jody Jonsson and head of fixed income Mike Gitlin share actionable ideas and insights for investing in the year ahead. To view the additional resource 2023 Outlook slides, click here [PDF] or copy and paste bit.ly/3WRjBUt into your browser. Related resources: 2023 Outlook report 2023 Outlook To view the webinar or attend future

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49:35

Bond market opportunities in 2023

Capital Ideas Podcast ·

2022/12/30

A must-listen for bond investors and advisors, this informative conversation details areas of the bond market that present promising opportunities for the year ahead. Capital Group head of fixed income Mike Gitlin, along with portfolio managers Damien McCann and Vince Gonzales, help sort out today’s complex investing picture and arrive at a key conclusion: Bonds are back. To view the additional resource Bond market opportunities in 2023 slides, click here [PDF] or copy and paste bit.ly/3YxfD4t into

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46:17

Finding value in volatility

Capital Ideas Podcast ·

2022/12/16

Where can investors find value in today’s volatile bear market? Listen as equity portfolio managers Caroline Randall and Paul Benjamin — whose portfolio responsibilities include value-oriented strategies — share their perspectives on energy, utilities, defense and other dividend-paying sectors in this difficult investing environment. Related resource: E-book: Guide to Recessions To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For industry-leading insights,

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32:22

Airshow confidential: Is aerospace taking off?

Capital Ideas Podcast ·

2022/12/02

Fresh from the first in-person international airshow since the start of the pandemic, equity portfolio managers Lara Pellini and Jason Smith share insights into the state of the aerospace industry. They discuss where they see opportunities and how face-to-face interaction with managements and colleagues makes a difference. Related resource: Investing ideas from the Farnborough International Airshow For industry-leading insights, support tools and more, subscribe to Capital Ideas at

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35:54

The revenge of brick-and-mortar retail?

Capital Ideas Podcast ·

2022/11/18

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 re-embraced in-store shopping. But could decades-high inflation bring the shopping spree to an end? Capital Group analyst Rachel Bowman shares insight into retailers’ strategies to help offload bloated inventories and how — despite online shopping’s popularity — 80% of total shopping still happens in brick-and-mortar stores. Related resource: E-book:

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52:57

Recession watch

Capital Ideas Podcast ·

2022/11/04

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 bear market, and equity portfolio manager Justin Toner shares how he’s investing during this volatile period. Related resources: E-book: Guide to Recessions Can midterm elections move markets? 5 charts to watch Rob Lovelace on all-weather investing To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For

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37:11

U.S. midterm elections: Who will prevail?

Capital Ideas Podcast ·

2022/10/20

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 “red wave” back into power, or will Democrats maintain slim majorities in the House and Senate? Tune in to hear Matt’s view on that, and what the outcome could mean for financial markets. Related Resources: Can midterm elections move markets? 5 charts to watch U.S. midterm elections: Will the House flip? For industry-leading insights, support

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19:52

Chip War with author Chris Miller

Capital Ideas Podcast ·

2022/10/07

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 geopolitical struggle to both expand and control the semiconductor industry. The outcome, he argues, could have major implications for technological leadership, the global economy and national security. Related Resources:Semiconductors could be the new oil: Here’s why For industry-leading insights, support tools and more, subscribe to Capital

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26:06

COVID distortions fanned the flames of inflation

Capital Ideas Podcast ·

2022/09/23

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 offers his view on those pivotal questions, along with some insightful thoughts on what it means for the markets and the economy going forward. Related Resources:Is high inflation the ultimate pandemic distortion? For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website

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38:15

The Fed Unbound with author Lev Menand

Capital Ideas Podcast ·

2022/09/09

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 at the Federal Reserve Bank of New York, Menand argues here — and in his new book, The Fed unbound: Central banking in a time of crisis — that the Fed’s expanded responsibility of backstopping shadow banks and other speculative players during economic downturns serves mainly to enable more (and more severe) financial crises. Related

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32:55

4 portfolio managers on braving bear markets

Capital Ideas Podcast ·

2022/08/26

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 portfolios and where they’re finding opportunities. Related resources: Braving bear markets: 5 lessons from seasoned investors When volatility is rising, boring is beautiful 10 investment themes for 2022 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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54:08

All-weather investing amid the storm

Capital Ideas Podcast ·

2022/08/12

Where can equity investors look to find opportunities in today’s high-inflation, rising-rate environment? Portfolio manager Diana Wagner and investment analyst Ryan Brown share where they’re seeking safe harbor. Related resources: Midyear Outlook report (PDF) Midyear Outlook E-book: 10 investment themes for 2022 To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For industry-leading insights, support tools and more, subscribe to Capital Ideas at

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36:38

From the dollar to bitcoin: Currency deep dive

Capital Ideas Podcast ·

2022/07/29

With global foreign exchange markets changing rapidly, Capital Group currencies analyst Jens Sondergaard shares his outlook on a strong U.S. dollar, a weak euro and a sliding yen that appears to be running away from its reputation as a safe-haven asset. Related Resources:2022 Midyear Outlook E-book: 10 investment themes for 2022

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49:15

Midyear Outlook

Capital Ideas Podcast ·

2022/07/15

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 Noriko Chen and fixed income portfolio manager Pramod Atluri to get their perspectives on the market and to find out how they’re adapting their portfolios to this most turbulent season. Related resources: Midyear Outlook report (PDF) Midyear Outlook E-book: 10 investment themes for 2022 To view the webinar or attend future webinar events,

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36:31

Talking tech: Software and social media

Capital Ideas Podcast ·

2022/07/01

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 get their perspectives on software and social media, respectively. Are these industries at an inflection point? 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

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23:46

Wheels up: The return of air travel

Capital Ideas Podcast ·

2022/06/24

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 worst downturn in its history. With the easing of COVID restrictions in many countries, airlines are one of the top beneficiaries of a global economic reawakening. Related resource: Air travel is taking off again For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is

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48:05

Seeking opportunities in an uncertain world

Capital Ideas Podcast ·

2022/06/03

Recorded live from the New York Stock Exchange, an equity portfolio manager and an equity investment analyst discuss the risks and opportunities of investing in today’s volatile market environment as Capital Group celebrates the launch of its exchange-traded funds. Related resources: 10 investment themes for 2022 E-book: 10 investment themes for 2022 To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For industry-leading insights, support tools and more,

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54:32

What's next for U.S. equities?

Capital Ideas Podcast ·

2022/05/20

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 both growth- and value-oriented U.S. stocks across their portfolios offer insight into topics ranging from technology, health care and energy to Bitcoin and the Metaverse. Related resources: 10 investment themes for 2022 E-book: 10 investment themes for 2022 The pros and cons of Bitcoin To view the webinar or attend future webinar events,

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23:20

Fed rate hikes: How high will they go?

Capital Ideas Podcast ·

2022/05/06

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 this podcast, Capital Group investment professionals offer their thoughts on the impact of high inflation and the trajectory of rising rates, as well as the potential investment implications. Is the era of easy money coming to an end? Tune in to hear their views. Related resources: Is the era of easy money coming to an end? For

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26:34

China then and now, with portfolio manager Steve Watson

Capital Ideas Podcast ·

2022/04/22

As part of Capital Ideas “10 investment themes for 2022” series, Hong Kong-based portfolio manager Steve Watson explores the challenges and opportunities of investing in China today. As an added bonus, Steve talks about the sweeping changes he’s witnessed in China since he first visited the country 40 years ago. Related resources: 10 investment themes for 2022 Ebook: 10 investment themes for 2022 For industry-leading insights, support tools and more, subscribe to Capital Ideas at

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