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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From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation

From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation

Welcome to "The Power of Advice." In this limited series, we've lined up industry leaders, business innovators and entrepreneurs to share their journeys of building brands, reinventing careers and lea...

28 Elo 202528min

CG + KKR: Unlocking private markets for everyday investors

CG + KKR: Unlocking private markets for everyday investors

It started with an impromptu phone call and has evolved into a thoughtful, prudent approach to bring private markets within reach for more investors. Hear Capital Group CEO Mike Gitlin and KKR co-CEO ...

21 Elo 202524min

Investing in AI for the long term: A tech investor's view

Investing in AI for the long term: A tech investor's view

As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who got her start as a tech investor after the ...

14 Elo 202527min

Finding the 'DeepSeek moments' across Asia

Finding the 'DeepSeek moments' across Asia

Equity investment analysts Celia Huey outlines current investment opportunities in China, innovation in the technology and healthcare sectors and the benefits of local fundamental research. #CapGroupG...

12 Elo 202517min

Asset allocation in uncertain times

Asset allocation in uncertain times

What does a balanced portfolio look like when the economic outlook is uncertain and markets are near all-time highs? Capital Group portfolio managers Paul Benjamin and Hilda Applbaum share allocation ...

7 Elo 202540min

Don't overlearn lessons: Staying nimble in turbulent markets

Don't overlearn lessons: Staying nimble in turbulent markets

"When the thesis changes, you have to change with it," says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup to the global financial crisis to scenari...

31 Heinä 202530min

Is the trade war killing globalization?

Is the trade war killing globalization?

The U.S.-led trade war may change globalization in a profound way, but it won't kill it, says Capital Group portfolio manager Steve Watson, a global equity investor with 37 years of experience. "Globa...

24 Heinä 202510min

Exploring Latin America: Seeking innovators in Brazil - Part 2

Exploring Latin America: Seeking innovators in Brazil - Part 2

In the second part of our focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil. She outlines how the market is less tied to US trade than others in the region and how...

23 Heinä 202521min

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