What's the state of the states?

What's the state of the states?

As pandemic-era stimulus dries up, municipal bond investors must weigh how fundamentals of state and local governments will cope. Capital Group fixed income portfolio manager Lee Chu discusses how she finds value in this space amid this shifting dynamic, potential impacts of the coming election and broader economic uncertainty. #CapGroupGlobal

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Episoder(314)

Efficient Markets Reconsidered

Efficient Markets Reconsidered

How financial markets work has long been the subject of debate between two academic camps: the efficient markets theorists and the behavioral economists. Into the breach stepped finance professor and ...

27 Okt 201731min

U.S. Interest Rate Outlook: Don't Fear the Fed

U.S. Interest Rate Outlook: Don't Fear the Fed

With the Federal Reserve raising interest rates, Capital Group portfolio manager John Queen discusses his outlook for the U.S. bond market, short- and long-term interest rates, and the important role ...

13 Okt 201734min

International Investing Takes Center Stage

International Investing Takes Center Stage

The U.S. may have led the global economic expansion to date, but other major markets provide fertile ground for today's investor as well. Portfolio manager Gerald Du Manoir, a 27-year investment indus...

29 Sep 201736min

A Conversation With the Former U.S. Ambassador to Germany

A Conversation With the Former U.S. Ambassador to Germany

As the September 24 German elections approach, former U.S. Ambassador to Germany John Emerson discusses his outlook for the political contest, the future of Europe in the age of populism, and his new ...

15 Sep 201752min

Why Wall Street Matters

Why Wall Street Matters

If you have a credit card, a car loan or any number of other financial products, Wall Street has an impact on your life. In this podcast, author and former investment banker William D. Cohan explains ...

1 Sep 201731min

Investing in Pharma's Frontier

Investing in Pharma's Frontier

Today's pharmaceutical industry is teetering between an innovation renaissance and an affordability crisis. Investment analyst Craig Gordon, a former practicing physician, takes us inside the complex ...

18 Aug 201729min

Health Care's Reluctant Crusader

Health Care's Reluctant Crusader

This special episode features conversations with two authors from the world of big ideas: TV executive David Goldhill and law professor Tim Wu. A family tragedy propelled Goldhill into an exhaustive a...

4 Aug 201737min

Why Bond Funds Should Behave Like Bond Funds

Why Bond Funds Should Behave Like Bond Funds

You wouldn't want your dog behaving like a cat, so why invest in a bond fund that behaves like a stock fund? In this podcast, Mike Gitlin — Capital Group's head of fixed income — explains why this con...

21 Jul 201730min

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