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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2025 Midyear Outlook

2025 Midyear Outlook

Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets at the midpoint of 2025. How are tariffs, trade wars and actual wars affecting the outlook...

10 Heinä 202545min

Exploring Latin America: Local knowledge key for Mexico - Part 1

Exploring Latin America: Local knowledge key for Mexico - Part 1

In the first part of our look at Latin America, equity investment analyst Ana Reynal looks at the current outlook for Mexico. Ana, who grew up in Mexico, explains the benefits of local knowledge when ...

8 Heinä 202520min

Investing in South Asia's emerging markets: India's embrace of free enterprise

Investing in South Asia's emerging markets: India's embrace of free enterprise

Samir Parekh has seen a lot in his 24 years of investing, most prominently India's shift towards wealth creation and zeal for entrepreneurship. Samir sits down with Mike Gitlin to talk about what that...

3 Heinä 202529min

Made in America: Can the U.S. rebuild its manufacturing might?

Made in America: Can the U.S. rebuild its manufacturing might?

Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States. He outlines four scenarios for boosting domest...

26 Kesä 202515min

Unearthing gold among African bonds – Part 2

Unearthing gold among African bonds – Part 2

In the second part of our look at African bonds, fixed income investment analyst Holger Siebrecht looks at the impact of commodities and focuses on the large South African market. #CapGroupGlobal For ...

24 Kesä 202513min

Decoding dividend investing: Lessons in resilience amid volatility

Decoding dividend investing: Lessons in resilience amid volatility

Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades of navigating market volatility. She bring...

18 Kesä 202529min

How emerging markets could win the trade war

How emerging markets could win the trade war

Capital Group portfolio manager Lisa Thompson, a veteran investor in international markets, shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why so...

12 Kesä 202524min

Resilient markets: How frontier debt is weathering global volatility - Part 1

Resilient markets: How frontier debt is weathering global volatility - Part 1

Fixed income investment analyst Holger Siebrecht looks at African bonds and their role in the wider emerging market debt (EMD) universe. He discusses how the region is faring amid tariff-related volat...

10 Kesä 202516min

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