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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

20:17

Autos: an industry disrupted

Capital Ideas Podcast ·

2025/04/15

With the traditional autos sector in the midst of huge disruption, fixed income analyst Danny Jacobs looks at the challenges and opportunities in this part of the bond market. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast,

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32:05

How the COVID pandemic may continue to shape society...

Capital Ideas Podcast ·

2025/04/10

The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real estate and health care to labor market dynamics. Within health care, Cheryl discusses how regulatory changes could impact the industry significantly given the government’s role as the largest payer. She also shares insights

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33:09

Long-term investing: The value of thinking differently

Capital Ideas Podcast ·

2025/04/03

Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide. From his time mowing lawns to serving as a ball boy for the Kansas Jayhawks, Matt brings a Midwest mindset to stock picking, and explains why this latest bout of U.S. market volatility underscores the importance of a diverse portfolio. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice

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16:34

The outlook for European banks

Capital Ideas Podcast ·

2025/04/01

Fixed income investment analyst Etrit Vllasalija looks at investment opportunities within the European banking sector, focusing on differences between US and European banks and the impact of recent regulatory changes. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights

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31:05

Emerging markets investing: Four decades of wisdom

Capital Ideas Podcast ·

2025/03/27

Capital Group’s Mike Gitlin interviews pioneering emerging markets investor Victor Kohn as he retires after four decades in the business. Kohn, who helped manage the world's first emerging markets equity fund launched in 1986, discusses how the global investment landscape has changed, his early days as an analyst covering South America, and why he continues to hold a positive outlook on China — the world’s largest emerging market economy. #CapGroupGlobal For full disclosures go to

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30:09

Are tariffs a threat to the U.S. economy?

Capital Ideas Podcast ·

2025/03/20

As tariff talk roils the financial markets, Capital Group economist Jared Franz and investment director David Polak discuss how protectionist trade policies could affect the outlook for the U.S. economy. Will rising policy uncertainty trip up an otherwise healthy economic environment? Tune in to hear their views. For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at

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24:10

Cutting through the AI hype

Capital Ideas Podcast ·

2025/03/18

Cutting through the AI market noise, equity investment analyst Julien Gaertner discusses how fundamental research and in-depth analysis can help identify significant technological shifts and highlight areas they believe are set to benefit from these transformational changes. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the

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31:57

Thinking outside the U.S. box: Emerging markets...

Capital Ideas Podcast ·

2025/03/13

Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about how emerging markets have evolved to include world-class financial technology and social media businesses. He highlights how some of his very best opportunities have been his most controversial. Brad also describes how a retweet of one of his articles by Narendra Modi, the Prime Minister of India, brought attention to Capital Group’s views on the

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21:07

How 5 women investors thrive in a competitive industry

Capital Ideas Podcast ·

2025/03/06

Want to learn how some of the best women investors thrive in a competitive industry? In this episode, you’ll hear from five portfolio managers with a combined 155 years of investment industry experience. You’ll hear about habits that help them succeed, why culture matters and finding opportunities during market crises. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas

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14:42

Charting the course for tomorrow’s cruiseliners

Capital Ideas Podcast ·

2025/03/04

The cruise industry has seen a significant rebound in passenger volumes, surpassing pre-pandemic levels in many regions. Equity analyst Todd Saligman discusses some of the key trends and developments shaping the future of the industry. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital

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34:14

Research to runway: Investing in disruptive business...

Capital Ideas Podcast ·

2025/02/27

How can investors identify disruptive business models that can maintain growth? For Lara Pellini, it involves a travel-intensive, hands-on approach to evaluating companies. Listen in as Mike Gitlin interviews this London-based portfolio manager about everything from fashion trends to food delivery, and why she believes successful investing involves much more than just reading annual reports and quarterly financial statements. #CapGroupGlobal For full disclosures go to

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27:46

Artificial intelligence is transforming the American...

Capital Ideas Podcast ·

2025/02/20

Dane Mott, a Capital accounting analyst, shares his experiences and insights from a trip he recently led to Columbus, Ohio for an up close view of how artificial intelligence is transforming the American heartland. Dane, an Ohio native, describes the vast transformation he has seen in the area, which is home to more than 40 data centers. He also shares some insights from research on differences between U.S. corporate titans and the rest of the economy. Tune in to hear Dane’s perspective.

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33:52

How to approach rainy-day investing in record-high...

Capital Ideas Podcast ·

2025/02/13

When stock markets continuously reach new highs, investors might be tempted to throw caution to the wind — or conversely, stay on the sidelines. In this episode, equity portfolio manager Will Robbins talks with Mike Gitlin about potential market downturns and how a disciplined investment approach has helped him prepare for moments of crisis. He also gives his views on artificial intelligence and where he’s finding opportunities in slowing industries. If you’re interested in investment styles that

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26:07

Risk management: Investing amid uncertainty

Capital Ideas Podcast ·

2025/02/06

Wesley Phoa, a portfolio manager overseeing the American Funds Target Date Retirement Series® and other portfolio solutions, discusses his thoughts on investing at a time of heightened uncertainty. With trade wars and actual wars raging around the world, how should investors think about risk management when it’s difficult to know how these types of events will play out? Tune in to hear Wesley’s view. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures

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32:47

Chicago bull: Talking markets (and basketball) with...

Capital Ideas Podcast ·

2025/01/30

There are many stock pickers in the asset management industry, but can they also take on basketball legend Michael Jordan in a pick-up game? Tune in to hear Capital Group portfolio manager Martin Jacobs share that story with Mike Gitlin. Martin also reveals the key elements of his investment style, including concentrated portfolios and close scrutiny of company management. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights,

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29:36

2025 and beyond: Key industry and market trends

Capital Ideas Podcast ·

2025/01/23

Capital Group chief executive officer Mike Gitlin and vice chair Jody Jonsson share their outlook for the markets, the economy and key industry trends — from the rise of artificial intelligence, to rapid advancements in health care, to the relative attractiveness of bonds as the Federal Reserve cuts interest rates. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital

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34:50

New York to Tokyo: Investing insights from a global...

Capital Ideas Podcast ·

2025/01/16

How does the curiosity that inspires a global nomadic lifestyle also influence investing insights? Capital Group equity portfolio manager Gerald Du Manoir talks with Mike Gitlin about international trends shaping the market and why companies need to constantly reinvent themselves. Gerald shares his views on demographic trends, what high interest rates could mean for companies and why a signed Pelé ball sits on his shelf. If you want insights on long-term investing and international markets,

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22:05

2025 Outlook

Capital Ideas Podcast ·

2025/01/02

Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Where are the most compelling opportunities in stocks and bonds? What’s the likely path of inflation and interest rates? How will the incoming Trump administration impact the global economy? We’ll tackle those questions and more. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and

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34:20

Soaring with Capital Group Vice Chair Jody Jonsson

Capital Ideas Podcast ·

2024/12/26

What does a portfolio manager have in common with a pilot? Tune in to hear Capital Group Vice Chair Jody Jonsson, who is both, discuss her adventures in the sky and in the markets with our CEO Mike Gitlin. Listen as Jody explains how earning her pilot’s license helped her evaluate aerospace companies, among other compelling investment opportunities. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and

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29:04

Is 'The New Geography of Investing' still new?

Capital Ideas Podcast ·

2024/12/19

Capital Group portfolio manager Rob Lovelace and investment director David Polak discuss "The New Geography of Investing," an approach to evaluating companies based on where they do business rather than where they are headquartered. Roughly a decade after Capital highlighted this concept in a white paper, is it still new? Is it still relevant to the global equity markets? And how will it fare in a world where globalization appears to be in retreat? #CapGroupGlobal For full disclosures go

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313 results

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