Capital Ideas podcast29 Sep 2017

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 industry veteran who specializes in international portfolios for Capital Group, discusses where he's finding opportunities outside the U.S. during this lengthy, if tepid, global recovery.

Listen and learn:

What the stakes are this busy election season for Europe — and for international investors
What makes China the second piston in the engine of the global economy
What three investment megatrends Gerald finds mega-intriguing

Your host, Matt Miller, is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

This content is published by Capital Client Group, Inc.

Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

Related: Not All Bear Markets Are Created Equal

In U.S.: https://thecapitalideas.com/not-all-bear-markets-equal/?cid=pc_sn_00012

In Europe: https://www.thecapitalgroup.com/europe/capitalideas/article/not-all-bear-markets-equal.html

In Asia and Australia: https://www.thecapitalgroup.com/apac/capitalideas/article/not-all-bear-markets-equal.html

The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(335)

8 book recommendations for your summer reading list

Looking for some great reading material on a hot summer day? We've got you covered. Here are eight compelling titles taken straight from the shelves of Capital Group portfolio managers, economists and...

30 Jul 9min

Follow the research, not the crowd

After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not "invent your own wheel." Driving outcomes for clients starts with following deep resea...

23 Jul 21min

2026 Midyear Outlook

Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs and fixed income portfolio manager Chitrang Purani explore wha...

16 Jul 37min

How Chef Daniel Boulud scaled a restaurant empire with intention

In a highly competitive industry, Chef Daniel Boulud has built an enduring brand defined by excellence over decades. From early days in the kitchen to leading a global restaurant group, he shares what...

9 Jul 24min

Balancing act: Investing amid the AI boom and the Iran war

Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group portfolio manager Paul Benjamin shares his...

2 Jul 24min

A hunting dog mindset to investing

What does it take to stay ahead in a world of constant disruption? For Harold La, an equity portfolio manager, it's not about predicting the future, it's about putting yourself in a position to see ch...

25 Jun 25min

When will homes be affordable again?

The U.S. economy looks resilient based on top-line growth, yet the housing market remains stuck in neutral. Portfolio manager Taylor Hinshaw discusses the disconnect and what it will take for the cruc...

18 Jun 23min

How relentless focus sets Broadcom's CEO apart

For Hock Tan, Broadcom's CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership accountability at scale. This conversation breaks do...

11 Jun 20min