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)

Tariffs and trade deals: Where do we go from here?

Tariffs and trade deals: Where do we go from here?

Sweeping changes in global trade are reshaping the world order, presenting new opportunities for investors while posing significant risks to the global economy. To shed some light on the unfolding eve...

2 Loka 202531min

Building resilience: property and casualty insurance update

Building resilience: property and casualty insurance update

Investment director Mandeep Saini looks at the world of property and casualty insurance. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at get...

30 Syys 202520min

Cracking the Agg: How active fixed income can beat the benchmark

Cracking the Agg: How active fixed income can beat the benchmark

"Understanding what's happening in the short term is very informative for taking a long-term view," says fixed income portfolio manager Ritchie Tuazon. From his seat on Capital Group's rates team, Rit...

25 Syys 202524min

The age of robots

The age of robots

Massive investments in robots are bringing technologies once considered science fiction into the real world. Equity analyst Mihir Mehta explores the convergence of robotics with artificial intelligenc...

18 Syys 202526min

Health check for the pharmaceutical sector

Health check for the pharmaceutical sector

Equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this space.#CapGroupGloba...

16 Syys 202521min

From oil sands to OPEC: A disciplined approach to energy investing

From oil sands to OPEC: A disciplined approach to energy investing

Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas. From boots-on-the-ground research i...

10 Syys 202530min

Municipal bond investing amid rapid policy shifts

Municipal bond investing amid rapid policy shifts

Turbulence in the municipal bond market has created some interesting opportunities for investors. Capital Group portfolio manager Chad Rach shares his thoughts on the events driving muni bonds this ye...

4 Syys 202531min

The changing face of media

The changing face of media

Equity investment analyst Nathan Meyer looks at the changing face of media, from the dominance of streamers to the shift from computer game creators to platform companies. #CapGroupGlobal For our lat...

2 Syys 202519min

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