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(332)

What's next for global bond markets?

What's next for global bond markets?

Andrew Cormack, a portfolio manager with Capital World Bond Fund®, discusses his outlook for fixed income markets amid a reawakening of the global economy. Will higher inflation dampen bond market ret...

30 Heinä 202136min

How boards work, with author Dambisa Moyo

How boards work, with author Dambisa Moyo

Corporate boards have been around for nearly 500 years. Yet according to author Dambisa Moyo, the challenges they face today along the "cultural frontier" amount to a new mandate. Moyo discusses her n...

2 Heinä 202135min

Is Big Tech in big trouble?

Is Big Tech in big trouble?

Increasingly aggressive regulation of the world's largest and most successful technology companies has been cause for concern among many investors. But how concerned should they be? Four Capital Group...

18 Kesä 202122min

"The New Class War" with author Michael Lind

"The New Class War" with author Michael Lind

What factors have given rise to today's populist rebellion, and what should be the proper response from the dominant elites? Author and academic Michael Lind answers our probing questions about his la...

21 Touko 202136min

Investing in Europe's recovery

Investing in Europe's recovery

Is this the year international stocks will finally overtake the U.S.? Greg Fuss, an equity portfolio manager with American Funds International Vantage Fund(SM), won't commit, but opportunities he's fi...

23 Huhti 202128min

Investing in China — Revisited

Investing in China — Revisited

Capital Group investment professionals Winnie Kwan and Kent Chan discuss the outlook for China's economy and markets as the world's second largest economy emerges from the pandemic. Winnie Kwan is a p...

26 Maalis 202124min

"Don't eat the pizza" and other bits of investment wisdom

"Don't eat the pizza" and other bits of investment wisdom

Capital Group's collegial culture shines through, as three equity portfolio analysts — Mark Casey, Lisa Thompson and Chapman Taylor — share details of a recent "lessons learned" session involving the ...

26 Helmi 202139min

Washington focus with Matt Miller

Washington focus with Matt Miller

To help investors make sense of the political transition in Washington, we've flipped the script and asked our host, Matt Miller, to offer his perspective on the next four years. A political economist...

29 Tammi 202145min

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