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)

Literary love: 6 book ideas from Capital's investment team

Literary love: 6 book ideas from Capital's investment team

Looking for some good reading material? We've got you covered. Here are six compelling titles taken straight from the shelves of Capital Group investment professionals — along with some literary thoug...

7 Syys 202319min

Emerging markets re-emerging

Emerging markets re-emerging

Emerging market investment opportunities are broadening beyond China to include India, Vietnam and Mexico. Veteran portfolio manager Brad Freer explains how nearshoring and the "China Plus One" strate...

31 Elo 202326min

Lessons over 50 years of fixed income investing, part 2

Lessons over 50 years of fixed income investing, part 2

As Capital Group celebrates 50 years of managing fixed income portfolios, longtime bond investors share some memorable experiences and lessons learned. The second of a two-part series features retired...

24 Elo 202324min

Investing through crisis

Investing through crisis

What's it like to manage stocks through periods of crisis? That's what Capital Group portfolio manager Justin Toner learned in his first weeks on the job in September 2001 — and then continued to lear...

16 Elo 202325min

Semiconductor industry emerges stronger from the pandemic

Semiconductor industry emerges stronger from the pandemic

Capital Group analyst Isaac Sudit shares his outlook for the semiconductor industry. What's with all the hype surrounding artificial intelligence? Why are electric vehicles so important? And how has t...

10 Elo 202328min

Lessons over 50 years of fixed income investing, part 1

Lessons over 50 years of fixed income investing, part 1

As Capital Group celebrates the 50th anniversary of it's debut in the business of fixed income management, long-tenured present and retired portfolio managers share some memorable experiences and less...

3 Elo 202329min

2023 Midyear Outlook

2023 Midyear Outlook

Capital Group portfolio managers Caroline Randall and Pramod Atluri share their outlook for the economy and markets. Can U.S. stocks continue to rally in the face of recession fears? Is the Federal Re...

27 Heinä 202329min

Guide to market recoveries

Guide to market recoveries

Bear markets can feel like they last forever when we're in them, but the good news is they have been relatively short compared to market recoveries. Investors who find the courage and conviction to st...

20 Heinä 20236min

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