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, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures.

Jaksot(322)

Travel revival: Investment opportunities by land, sea and air

Travel revival: Investment opportunities by land, sea and air

From artificial intelligence to an industrials boom, Capital Group portfolio manager Greg Miliotes talks about risks and opportunities he sees over the next three to five years. In this episode, Greg ...

28 Marras 202421min

U.S. Election Day key takeaways

U.S. Election Day key takeaways

Capital Group election watchers John Emerson, Matt Miller and Reagan Anderson discuss the political, economic and market implications of U.S. President-elect Donald Trump's sweeping victory on Electio...

21 Marras 202453min

How bonds could shine as interest rates decline

How bonds could shine as interest rates decline

What can investors expect from bonds now that interest rates are declining? Discover how bonds are back to their critical roles of providing income and diversification from equity markets. In a conver...

14 Marras 202431min

Confessions of a value investor

Confessions of a value investor

Can a value investor find opportunities in growth-oriented areas like artificial intelligence? Capital Group portfolio manager Charles Ellwein believes he can — by scouring the market for solid compan...

7 Marras 202425min

Connecting the science and the business of drug innovation

Connecting the science and the business of drug innovation

Blockbuster drugs like Ozempic and Zepbound may appear to be overnight successes but were actually the result of years of research and incremental breakthroughs. In this podcast, Capital Group biophar...

31 Loka 202436min

Retail-investing success: Anne-Marie Peterson on the power of culture

Retail-investing success: Anne-Marie Peterson on the power of culture

Curious about investing in the fast-paced retail sector? Anne-Marie Peterson, an equity portfolio manager at Capital Group, speaks with Mike Gitlin about her experience shopping for opportunities amon...

24 Loka 202435min

What is the Benjamin Button economy?

What is the Benjamin Button economy?

In the 2008 movie "The Curious Case of Benjamin Button," the title character played by Brad Pitt ages in reverse — from an old man to a young child. Could the U.S. economy be doing something similar? ...

17 Loka 202425min

Growth vs. value: Is the tide turning?

Growth vs. value: Is the tide turning?

Capital Group equity portfolio managers Don O'Neal and Justin Toner add their voices to the age-old debate over growth versus value. With growth investing enjoying a long winning streak, is it time fo...

10 Loka 202425min

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