What's next for global equities?
Capital Group portfolio manager Carl Kawaja discusses the outlook for global equity markets in the COVID-19 era. In a wide-ranging interview, Carl offers his view of the remarkable stock market rally ...
2 Jul 202030min
Radical uncertainty
How do leaders make important decisions when the stakes are high, the data is flawed and the outcome is unknowable? Often badly — in part, because they rely on bogus quantification instead of seasoned...
6 Mar 202030min
Coronavirus update: A view from the ground
The outbreak of the coronavirus and concerns about what its rapid spread could mean for global markets and economies have prompted this special episode of Capital Ideas. Hong Kong-based economist Step...
27 Feb 202034min
The best of Capital Ideas, vol. 2
Host Matt Miller takes us on a tour of outstanding moments from recent Capital Ideas podcast episodes, including excerpts from conversations about oil rigs, Teslas, long-term opportunities in Asia and...
21 Feb 202044min
Streaming wars
The proliferation of video streaming services has been the most conspicuous change of late in Hollywood's evolving competition for the consumer dollar. Investment analyst Brad Barrett, who has covered...
7 Feb 202035min
Oil change: Snapshot of an evolving industry
Today's global oil industry is experiencing a period of disruption, says investment analyst Jacinto Hernandez. From the technological (the shale revolution) to the geopolitical (rising Middle East ten...
24 Jan 202042min
What's next for Brexit?
After three years of political wrangling in the U.K., Brexit finally appears to be moving forward. As the U.K. prepares to leave the European Union, Capital Group economist Robert Lind and political e...
10 Jan 202036min
2020 Outlook
Portfolio manager Rob Lovelace, economist Darrell Spence and fixed income investment director Margaret Steinbach share their thoughts on global equities, economies and fixed income as they look ahead ...
27 Des 20191h
