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)

Oil change: Snapshot of an evolving industry

Oil change: Snapshot of an evolving industry

Today's global oil industry is experiencing a period of disruption, says investment analyst Jacinto Hernandez. From the technological (the shale revolution) to the geopolitical (rising Middle East ten...

24 Tammi 202042min

What's next for Brexit?

What's next for Brexit?

After three years of political wrangling in the U.K., Brexit finally appears to be moving forward. As the U.K. prepares to leave the European Union, Capital Group economist Robert Lind and political e...

10 Tammi 202036min

2020 Outlook

2020 Outlook

Portfolio manager Rob Lovelace, economist Darrell Spence and fixed income investment director Margaret Steinbach share their thoughts on global equities, economies and fixed income as they look ahead ...

27 Joulu 20191h

What's in store for the U.S. retail sector?

What's in store for the U.S. retail sector?

Yes, e-commerce titan Amazon continues to disrupt the business of traditional retailers, but some are finding innovative ways to survive and thrive in the highly competitive U.S. retail landscape. Cap...

13 Joulu 201919min

A guide to international investing

A guide to international investing

After a decade of dominance by U.S. stocks, are there still compelling reasons to invest outside the United States? Absolutely, says Capital Group investment director David Polak. Here he lays out his...

29 Marras 201938min

Municipal bonds under the microscope

Municipal bonds under the microscope

Fixed income portfolio managers Mark Marinella and Karl Zeile discuss the outlook for U.S. municipal bonds in light of sweeping federal tax changes. They offer their views on whether muni bonds are st...

15 Marras 201941min

Robert Shiller on "Narrative Economics"

Robert Shiller on "Narrative Economics"

The title of Nobel Prize-winning economist Robert Shiller's latest book, "Narrative Economics," is telling — literally. It spotlights stories people have told one another throughout recorded history t...

1 Marras 201937min

Beyond the trade war: Long-term investing in China

Beyond the trade war: Long-term investing in China

Portfolio manager Winnie Kwan and investment director Kent Chan explore the long-term investment outlook for China. Amid a damaging trade war and political unrest in Hong Kong, they see the world's se...

18 Loka 201929min

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