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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Episoder(331)

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 Jun 202516min

Adventures in small-cap investing

Adventures in small-cap investing

"Being an analyst is the best job in the world," says Greg Wendt, who happens to be the longest-serving analyst in Capital Group history. Wendt, who is about to wrap up a 37-year career, shares tales ...

5 Jun 202528min

The U.S. loses its triple-A credit rating. What's next?

The U.S. loses its triple-A credit rating. What's next?

The United States lost its triple-A credit rating last month from Moody's, the last of the major rating agencies to give U.S. sovereign debt its highest assessment. What does it mean for interest rate...

29 Mai 202522min

Power shifts: The future of European utilities

Power shifts: The future of European utilities

The ongoing energy transition has fundamentally changed the utilities industry. Fixed income investment analyst Barbora Matouskova looks at the shifting backdrop for European utilities and potential o...

27 Mai 202510min

Building resilient portfolios in volatile markets

Building resilient portfolios in volatile markets

Recent stock market volatility underscores the importance of diversification. Equity portfolio manager Diana Wagner shares with Mike Gitlin that such volatility can also unearth investment opportuniti...

22 Mai 202533min

Is U.S. dollar dominance ending?

Is U.S. dollar dominance ending?

After a decade of dominance, the U.S. dollar has fallen sharply in the first few months of 2025. As tariffs and geopolitical disputes upend the global economic outlook, could this be the end of one of...

15 Mai 202521min

Fundamentals of investing: Embracing simplicity

Fundamentals of investing: Embracing simplicity

In an era when too much information arrives at breakneck speed, simplicity has value. That's one lesson Andrew Suzman, equity portfolio manager and chair of Capital Research and Management Company, sh...

8 Mai 202528min

Tariff impacts on global markets

Tariff impacts on global markets

Capital Group portfolio managers Jody Jonsson and Chit Purani discuss their views on the equity and fixed income markets amid rising tariffs and escalating trade disputes around the world. Will tariff...

1 Mai 202534min

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