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.

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Jaksot(331)

Conversations with Mike Gitlin: Featuring Mark Casey

Conversations with Mike Gitlin: Featuring Mark Casey

Capital Group CEO Mike Gitlin interviews Mark Casey, an equity portfolio manager based in our San Francisco office. As a veteran Silicon Valley investor, Mark explains why he believes "digitalization"...

20 Kesä 202431min

Columnist David Brooks on "How to Know a Person"

Columnist David Brooks on "How to Know a Person"

New York Times columnist David Brooks talks about his book, How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen. In a conversation with Capital Group investment professionals, ...

13 Kesä 202418min

U.S. interest rates: Where do we go from here?

U.S. interest rates: Where do we go from here?

Capital Group economist Darrell Spence discusses his outlook for U.S. interest rates, inflation and the economy at the mid-point of 2024. Will the Fed cut rates this year? Is inflation still too high?...

6 Kesä 202424min

Conversations with Mike Gitlin: Featuring Kirstie Spence

Conversations with Mike Gitlin: Featuring Kirstie Spence

Capital Group CEO Mike Gitlin interviews Kirstie Spence, a fixed income portfolio manager based in our London office. As an emerging markets debt specialist, Kirstie explains how this volatile asset c...

30 Touko 202434min

Bond talk: Can credit markets continue to run strong?

Bond talk: Can credit markets continue to run strong?

Credit markets have remained strong even as interest rates have seesawed amidst uncertainty around Federal Reserve policy. Capital Group portfolio manager Damien McCann discusses the dynamics underpin...

23 Touko 202427min

The new reality of investing in 2024

The new reality of investing in 2024

Capital Group portfolio managers Jody Jonsson and Chris Buchbinder highlight investment opportunities in the U.S. and the world. They discuss artificial intelligence, tech's dividend strategy and the ...

16 Touko 202426min

Conversations with Mike Gitlin: Featuring Alan Wilson

Conversations with Mike Gitlin: Featuring Alan Wilson

Capital Group CEO Mike Gitlin interviews Alan Wilson, an equity portfolio manager with 33 years of investment industry experience. Alan shares stories about his early days at Capital, what he learned ...

9 Touko 202429min

Megatrends to watch over the next decade or more

Megatrends to watch over the next decade or more

Capital Group portfolio managers Mark Casey and Peter Eliot shine a spotlight on several far-reaching investment trends, including remarkable advances in artificial intelligence, the rapid growth of c...

2 Touko 202429min

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