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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On the hunt for hidden investment opportunities

On the hunt for hidden investment opportunities

Capital Group portfolio manager Chapman Taylor describes the rapid pace of change he witnessed firsthand on a recent visit to India, shares his outlook for emerging markets and explains why building r...

2 Marras 202334min

The new reality of investing (2024 edition)

The new reality of investing (2024 edition)

As New Perspective Fund® (NPF) celebrates its 50th anniversary, NPF portfolio manager Jody Jonsson shares her outlook for the global equity markets. The tailwind provided by 40 years of declining inte...

26 Loka 202333min

Investing in big, structural changes

Investing in big, structural changes

Capital Group portfolio manager Nick Grace discusses his approach to investing in the long-term transition from fossil fuels to renewable energy. The key, he says, is identifying green energy initiati...

19 Loka 202322min

What Led Zeppelin and investing have in common

What Led Zeppelin and investing have in common

Capital Group's Don O'Neal, a portfolio manager with The Growth Fund of America®, shares stories from a 37-year investing career that began with a nuclear meltdown and spanned some of the greatest bul...

12 Loka 202327min

World view: What's next for inflation and interest rates?

World view: What's next for inflation and interest rates?

At a pivotal time for monetary policy around the world, Capital Group fixed income portfolio manager Tom Reithinger offers his outlook for inflation and the impact it's having on global interest rates...

5 Loka 202321min

You can't have 100 best friends

You can't have 100 best friends

Capital Group portfolio manager Michael Cohen shares his thoughts about investing based on three decades of experience in the global equity markets. When it comes to his stock portfolios, there is one...

28 Syys 202324min

Navigating 23 downturns in 35 years of investing

Navigating 23 downturns in 35 years of investing

Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, the circumstances that launched him on a professional life in Asia a...

21 Syys 202330min

Are video games recession proof?

Are video games recession proof?

Video games may be fun to play, but are they also recession proof? Will avid gamers continue to play no matter how bad the economy gets? We explore that question with equity analyst Nathan Meyer, who ...

14 Syys 202322min

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