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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

31:04

Will AI take your job?

Capital Ideas Podcast ·

2025/12/24

Capital Group economist Jared Franz explores whether artificial intelligence (AI) will take our jobs. He shares insights on which roles are most vulnerable, why companies may favor experienced hires, and how AI could reshape economic growth and labor markets in the coming years. The conversation also touches on policy responses, universal basic income (UBI), and strategies for individuals to future-proof their careers. #CapGroupGlobal For full disclosures go to

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21:29

Luxury unwrapped: Inside apex brands and their...

Capital Ideas Podcast ·

2025/12/23

Amidst changing consumer preferences and shifting trade dynamics, investment director Natalya Zeman and equity investment analyst Frank Beaudry discuss the dynamics of the European luxury goods sector and what sets its most prestigious brands apart. Topics include: What defines an apex luxury brand and their financial traits The influence of global consumer trends, with a focus on China the US and high-net-worth individuals How creative innovation, brand storytelling and the 'fabulousness budget'

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35:51

How analysts think about banks: AI, regulation and...

Capital Ideas Podcast ·

2025/12/18

Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group, equity analyst Matt Antle has embraced this challenge with gusto and a disciplined, three-pronged approach: analyzing financial metrics and ratios, drawing on qualitative insights and incorporating macroeconomic trends. In this episode: AI's early impact on banking and potential for future revenue production How credit card issuers are

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19:35

The trouble with unsustainable debt

Capital Ideas Podcast ·

2025/12/11

Capital Group investment analysts take a deep dive into rising government debt. Are current debt levels in the U.S., Europe and elsewhere sustainable? When do they become unsustainable? And what does that mean for investors? Fixed income analysts Doug Kletter, Jason Davis and Arjun Madan share their views in a panel discussion hosted by Capital Group investment director Ed Harrold. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights,

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24:00

The rise and rise of Chinese automakers

Capital Ideas Podcast ·

2025/12/09

China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this sector and gives insights from his hundreds of company meetings. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All

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23:34

Running a tight, high-conviction portfolio in a noisy...

Capital Ideas Podcast ·

2025/12/04

As a former analyst covering the asset management industry, equity portfolio manager Emme Kozloff knows how to find clarity in a noisy market. The 19-year veteran of Capital Group joins host Mike Gitlin to discuss the art of filtering information, the value of mental flexibility and the discipline required to invest with conviction. You'll hear Emme's perspective on: Why concentrated portfolios sharpen focus and conviction How to adapt quickly when facts change Lessons learned from retail

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24:49

Private markets and macro outlook

Capital Ideas Podcast ·

2025/11/27

Capital Group portfolio manager John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S. macroeconomic outlook, including the health of public and private markets. They share their expectations for interest rates, inflation, the labor market, stocks and bonds, along with some thoughts on whether certain markets have reached "bubble" territory. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For

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25:44

European industrials - innovation and tariff...

Capital Ideas Podcast ·

2025/11/25

Far from the traditional image of industrials as an old economy, slow growth, low innovation sector, many of these companies have changed beyond recognition in recent years. Equity investment analyst Sebastian Siersted focuses on the European industrials space and outlines why he feels businesses in this part of the world have an innovation head start on peers around the world and are well insulated against any future tariff threat. #CapGroupGlobal This content is intended to highlight issues

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30:17

How GE Aerospace CEO Larry Culp turns problems into...

Capital Ideas Podcast ·

2025/11/20

Larry Culp, Chairman and CEO of GE Aerospace, became the first outsider to lead GE in the company's history. In this episode, he shares how a leadership approach rooted in humility and respect helped guide the company through transformation and build a culture focused on continuous improvement. Topics include: Why employees must feel comfortable sharing bad news with senior leadership Three lean leadership principles that support long-term financial health What his unannounced visits to

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26:52

Short-term bonds: A low-profile asset class shifts...

Capital Ideas Podcast ·

2025/11/13

Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand. He shares insights on Federal Reserve policy, bond markets and how active management can unlock opportunities. Key Topics: What's driving investor interest in short-term bonds How Fed rate cuts are reshaping fixed income strategies Credit outlook and sector

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18:31

India's strategic autonomy in global markets

Capital Ideas Podcast ·

2025/11/11

With volatility on the rise in global markets, investors are searching for stability. Some have their eyes on India and their longtime strategic autonomy to provide the predictability and resilience needed in the new trade order. Host Natalya Zeman and guest Anirudha Dutta break down the reforms, policies, and global positioning for India. Topics include: India's approach to trade and regulation The benefits of institutional continuity and reform Opportunities in supply chain reconfiguration and

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31:48

Uncovering overlooked tech opportunities and the next...

Capital Ideas Podcast ·

2025/11/06

Veteran tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector. This, coupled with his firsthand experience across Asia's technology landscape, offers many lessons, including: How China's tech companies have moved from imitation to global innovation Why the dot-come burst shaped his approach to risk and opportunity What surprises investors most about Asia's tech sector – from super apps to electric vehicles From the evolution of business

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32:58

U.S. versus non-US equities: Is the tide turning?

Capital Ideas Podcast ·

2025/10/30

So far in 2025, non-U.S. stocks are leading U.S. markets. Is this the start of a seismic change or another head fake? Portfolio managers Diana Wagner and Chris Thomsen explore what's driving global markets and how investors can adapt. This episode is adapted from our September 25 webinar, "U.S. versus international equities: Is the tide turning?" Topics include: Why non-U.S. markets may be poised for a comeback Key macro and policy trends shaping global equity markets How U.S. markets are

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19:17

Learning to thrive in unpredictable markets

Capital Ideas Podcast ·

2025/10/23

In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons: how to be comfortable with uncertainty, why patience and trust in management matter, and how optimism and discipline drive long-term investment success. In this episode, Lisa speaks with host Mike Gitlin about navigating unpredictable markets and finding value where others see risk. #CapGroupGlobal For full disclosures, go to capitalgroup.com/global-disclosures. For our latest

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24:08

Investing through shifting global trade winds

Capital Ideas Podcast ·

2025/10/16

Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade. With tariffs and other trade barriers rising in many the world’s largest economies, Higashi explains why he remains optimistic about the prospects for select multinational companies with the agility, resources and expertise to capitalize on this emerging new world order. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures

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18:33

Indian Insights: The domestic story – Part One

Capital Ideas Podcast ·

2025/10/14

Macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee

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24:36

From summer associate to CIO: Martin Romo on Capital...

Capital Ideas Podcast ·

2025/10/09

Martin Romo has spent more than 30 years at Capital Group — starting as a summer associate and now serving as chair and chief investment officer. In this conversation with Mike Gitlin, he shares lessons from his journey and explains the three pillars of The Capital System™: collaborative research, diverse perspectives and a long-term view. You’ll hear Martin’s take on: What many investors misunderstand about today’s markets Why he focuses on the “what” instead of the “when”

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31:03

Tariffs and trade deals: Where do we go from here?

Capital Ideas Podcast ·

2025/10/02

Sweeping changes in global trade are reshaping the world order, presenting new opportunities for investors while posing significant risks to the global economy. To shed some light on the unfolding events, Capital Group international policy advisor Tom Cooney shares his thoughts on the future of global trade, why tariffs are taking center stage, and whether a series of new trade deals are providing a template for the road ahead. #CapGroupGlobal For full disclosures go to

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20:40

Building resilience: property and casualty insurance...

Capital Ideas Podcast ·

2025/09/30

Investment director Mandeep Saini looks at the world of property and casualty insurance. #CapGroupGlobal 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, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc. U.K. investors can view a

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24:35

Cracking the Agg: How active fixed income can beat...

Capital Ideas Podcast ·

2025/09/25

“Understanding what’s happening in the short term is very informative for taking a long-term view,” says fixed income portfolio manager Ritchie Tuazon. From his seat on Capital Group’s rates team, Ritchie shares with Mike Gitlin how his lineup of credit, duration and inflation instruments can help to beat the Bloomberg Agg.* He discusses the importance of conviction without hubris, the role of fixed income in diversified portfolios and how short-term signals can help inform long-term success.

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325 results

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