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)

Making sense of banking sector turmoil

Making sense of banking sector turmoil

Capital Group equity portfolio manager Will Robbins discusses the recent bank failures in the U.S. and offers his views on how investors can navigate near-term market volatility. A former banking anal...

22 Maalis 202315min

10 investment themes for 2023

10 investment themes for 2023

Series host Will McKenna hits the highlights from our new e-book: 10 investment themes for 2023. Find out which trends Capital Group portfolio managers are monitoring and where they see investment opp...

17 Maalis 20238min

New growth investing opportunities, part I

New growth investing opportunities, part I

After a rough 2022, where can equity investors find growth opportunities? Equity portfolio manager Cheryl Frank discusses how she's navigating an increasingly competitive tech sector, why company CEOs...

10 Maalis 202321min

International markets outlook for 2023

International markets outlook for 2023

Has equity investing outside the U.S. dropped off your radar? Host Will McKenna recaps five critical insights from three veteran portfolio managers featured in a recent Capital Ideas article that may ...

3 Maalis 20238min

Is the 60/40 portfolio still a good investment strategy?

Is the 60/40 portfolio still a good investment strategy?

If 2022 represented an inflection point — that rare year when investors saw stocks and bonds decline in tandem — then who better to hear from today than Hilda Applbaum, one of the rare Capital Group p...

24 Helmi 202320min

5 keys to investing in 2023

5 keys to investing in 2023

Got five minutes? Host Will McKenna recaps five keys to investing in 2023, based on insights from three veteran Capital Group portfolio managers. If you're wary of international stocks or still reelin...

17 Helmi 20237min

The AI inflection point, with Martin Romo

The AI inflection point, with Martin Romo

Given the broader equity market leadership today following technology's decade of dominance, how should investors think about the once-mighty tech sector? Equity portfolio manager Martin Romo finds th...

10 Helmi 202319min

Could we be witnessing an industrial renaissance?

Could we be witnessing an industrial renaissance?

Will the growth of renewable energy help usher in a new industrial renaissance? Judging from the early momentum of this dynamic movement — which is getting a funding boost from the recently passed Inf...

27 Tammi 202335min

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