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(323)

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

New York to Tokyo: Investing insights from a global nomad

New York to Tokyo: Investing insights from a global nomad

How does the curiosity that inspires a global nomadic lifestyle also influence investing insights? Capital Group equity portfolio manager Gerald Du Manoir talks with Mike Gitlin about international t...

16 Jan 202534min

2025 Outlook

2025 Outlook

Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Where are the most compelling opportunities in stocks and bonds? What's the likely path ...

2 Jan 202522min

Soaring with Capital Group Vice Chair Jody Jonsson

Soaring with Capital Group Vice Chair Jody Jonsson

What does a portfolio manager have in common with a pilot? Tune in to hear Capital Group Vice Chair Jody Jonsson, who is both, discuss her adventures in the sky and in the markets with our CEO Mike Gi...

26 Des 202434min

Is 'The New Geography of Investing' still new?

Is 'The New Geography of Investing' still new?

Capital Group portfolio manager Rob Lovelace and investment director David Polak discuss "The New Geography of Investing," an approach to evaluating companies based on where they do business rather th...

19 Des 202429min

AI spending spree: Where's the payoff?

AI spending spree: Where's the payoff?

Portfolio manager Mark Casey, equity investment analyst Mihir Mehta and economist Jared Franz break down key AI developments and how the next phase of AI could unfold. They discuss autonomous vehicles...

12 Des 202427min

Bond talk: When income is what you seek

Bond talk: When income is what you seek

When it comes to investing in bonds for income, what's the best combination? Damien McCann, a fixed income portfolio manager at Capital Group, talks with Mike Gitlin about how he approaches investing ...

5 Des 202431min

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