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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All-weather investing amid the storm

All-weather investing amid the storm

Where can equity investors look to find opportunities in today's high-inflation, rising-rate environment? Portfolio manager Diana Wagner and investment analyst Ryan Brown share where they're seeking s...

12 Elo 202254min

From the dollar to bitcoin: Currency deep dive

From the dollar to bitcoin: Currency deep dive

With global foreign exchange markets changing rapidly, Capital Group currencies analyst Jens Sondergaard shares his outlook on a strong U.S. dollar, a weak euro and a sliding yen that appears to be ru...

29 Heinä 202236min

Midyear Outlook

Midyear Outlook

Our Midyear Outlook for 2022 arrives against a backdrop of high inflation, slowing growth and a looming recession. We checked in with equity portfolio manager Noriko Chen and fixed income portfolio ma...

15 Heinä 202249min

Talking tech: Software and social media

Talking tech: Software and social media

The recent market downturn has not been kind to technology investors. We checked in with veteran equity investment analysts Julien Gaertner and Ryan Brown to get their perspectives on software and soc...

1 Heinä 202236min

Wheels up: The return of air travel

Wheels up: The return of air travel

Just in time for the summer travel season, Capital Group equity analyst Todd Saligman discusses his outlook for the airline industry as it recovers from the worst downturn in its history. With the eas...

24 Kesä 202223min

Seeking opportunities in an uncertain world

Seeking opportunities in an uncertain world

Recorded live from the New York Stock Exchange, an equity portfolio manager and an equity investment analyst discuss the risks and opportunities of investing in today's volatile market environment as ...

3 Kesä 202248min

What's next for U.S. equities?

What's next for U.S. equities?

Amid ongoing geopolitical risk, high inflation and rising interest rates, what are the prospects for U.S. equities today? Two portfolio managers who invest in both growth- and value-oriented U.S. stoc...

20 Touko 202254min

Fed rate hikes: How high will they go?

Fed rate hikes: How high will they go?

As the Federal Reserve and other central banks raise interest rates, investors are bracing for the consequences of tighter monetary policy around the world. In this podcast, Capital Group investment p...

6 Touko 202223min

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