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(336)

How 5 women investors thrive in a competitive industry

How 5 women investors thrive in a competitive industry

Want to learn how some of the best women investors thrive in a competitive industry? In this episode, you'll hear from five portfolio managers with a combined 155 years of investment industry experien...

6 Mar 202521min

Charting the course for tomorrow's cruiseliners

Charting the course for tomorrow's cruiseliners

The cruise industry has seen a significant rebound in passenger volumes, surpassing pre-pandemic levels in many regions. Equity analyst Todd Saligman discusses some of the key trends and developments ...

4 Mar 202514min

Research to runway: Investing in disruptive business models

Research to runway: Investing in disruptive business models

How can investors identify disruptive business models that can maintain growth? For Lara Pellini, it involves a travel-intensive, hands-on approach to evaluating companies. Listen in as Mike Gitlin in...

27 Feb 202534min

Artificial intelligence is transforming the American heartland

Artificial intelligence is transforming the American heartland

Dane Mott, a Capital accounting analyst, shares his experiences and insights from a trip he recently led to Columbus, Ohio for an up close view of how artificial intelligence is transforming the Ameri...

20 Feb 202527min

How to approach rainy-day investing in record-high markets

How to approach rainy-day investing in record-high markets

When stock markets continuously reach new highs, investors might be tempted to throw caution to the wind — or conversely, stay on the sidelines. In this episode, equity portfolio manager Will Robbins ...

13 Feb 202533min

Risk management: Investing amid uncertainty

Risk management: Investing amid uncertainty

Wesley Phoa, a portfolio manager overseeing the American Funds Target Date Retirement Series® and other portfolio solutions, discusses his thoughts on investing at a time of heightened uncertainty. Wi...

6 Feb 202526min

Chicago bull: Talking markets (and basketball) with Martin Jacobs

Chicago bull: Talking markets (and basketball) with Martin Jacobs

There are many stock pickers in the asset management industry, but can they also take on basketball legend Michael Jordan in a pick-up game? Tune in to hear Capital Group portfolio manager Martin Jaco...

30 Jan 202532min

2025 and beyond: Key industry and market trends

2025 and beyond: Key industry and market trends

Capital Group chief executive officer Mike Gitlin and vice chair Jody Jonsson share their outlook for the markets, the economy and key industry trends — from the rise of artificial intelligence, to ra...

23 Jan 202529min

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