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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Beyond yields and spreads: What drives the global bond market?

Beyond yields and spreads: What drives the global bond market?

Capital Group portfolio manager Mark Brett discusses worldwide opportunities in the fixed income markets. As rising interest rates, global trade disputes and geopolitical conflicts keep investors on e...

11 Tammi 201943min

2019 Outlook: Markets and economies

2019 Outlook: Markets and economies

Late 2018 has been an unsettling time for investors. In this episode, three seasoned investment professionals deliver Capital Group's 2019 Outlook, offering their perspectives on the global economy as...

28 Joulu 201859min

Global bond market outlook

Global bond market outlook

As rising U.S. interest rates reverberate around the world, Capital Group portfolio manager Rob Neithart discusses his outlook for the global bond market, including high-grade government bonds, corpor...

14 Joulu 201826min

Is AI the next big economic growth catalyst?

Is AI the next big economic growth catalyst?

Capital Group economist Jared Franz discusses the rapid development of artificial intelligence and machine learning, including the relevant implications for investors. Can AI provide a meaningful boos...

16 Marras 201835min

Can the U.S. bull market keep running?

Can the U.S. bull market keep running?

While many investors wring their hands over a prolonged U.S. bull market — waiting for the other shoe to drop — portfolio manager Alan Berro bides his time. The fact that Berro doesn't think the end o...

2 Marras 201837min

A flexible approach to global investing

A flexible approach to global investing

Capital Group investment director David Polak discusses the challenges facing global investors amid increasingly bitter trade disputes and a widening return gap between U.S. and non-U.S. stocks. David...

18 Loka 201836min

The changing face of emerging markets

The changing face of emerging markets

Emerging markets stocks have come under pressure amid slowing economic growth and a brewing trade war, but the full story is much more complex. As veteran portfolio manager Noriko Chen explains in thi...

5 Loka 201840min

The big-picture outlook for small-cap stocks

The big-picture outlook for small-cap stocks

Small-capitalization stocks have been on a roll in 2018. Who better to offer his perspective on this development than portfolio manager/investment analyst Greg Wendt, who has spent his entire career r...

21 Syys 201837min

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