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)

AI revolution: Winter of disillusion on the horizon?

AI revolution: Winter of disillusion on the horizon?

Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S. economist Jared Franz discusses AI's potential ...

19 Sep 202434min

Conversations with Mike Gitlin: Featuring Courtney Wolf

Conversations with Mike Gitlin: Featuring Courtney Wolf

Ever wonder how the municipal bond market works? Courtney Wolf, a fixed income portfolio manager at Capital Group, speaks with Mike Gitlin about the advantages of tax-exempt income and the importance ...

12 Sep 202432min

Asia focus: Is Indonesia poised for takeoff?

Asia focus: Is Indonesia poised for takeoff?

Portfolio manager Chapman Taylor reflects on three decades of investing in emerging markets at Capital Group. He offers his outlook for developing economies, why he thinks Indonesia may be the next sh...

5 Sep 202435min

Risky business: Investing in troubled companies

Risky business: Investing in troubled companies

Evaluating troubled companies can uncover both risks and opportunities. Capital Group analyst Todd Saligman and portfolio manager Steve Watson explain how they approach investing in companies during t...

29 Aug 202425min

Conversations with Mike Gitlin: Featuring Winnie Kwan

Conversations with Mike Gitlin: Featuring Winnie Kwan

Capital Group CEO Mike Gitlin interviews Winnie Kwan, an equity portfolio manager based in our Hong Kong office. As one of Morningstar's top female fund managers of 2024, Winnie discusses her investme...

22 Aug 202434min

The heavy impact of weight loss drugs

The heavy impact of weight loss drugs

Weight loss drugs that aim to radically curb appetites and prevent a host of obesity-related health problems are seeing unprecedented demand. At the same time, these drugs — sold under the brand names...

15 Aug 202415min

Election Watch: A November to remember

Election Watch: A November to remember

Capital Group election watchers Matt Miller and Reagan Anderson highlight dynamics that will shape the historic race for the White House. They cover domestic policy priorities and potential tax implic...

8 Aug 202431min

Conversations with Mike Gitlin: Featuring Chris Buchbinder

Conversations with Mike Gitlin: Featuring Chris Buchbinder

Capital Group CEO Mike Gitlin interviews Chris Buchbinder, an equity portfolio manager based in our San Francisco office. Drawing from nearly three decades of experience, Chris explains why he likes t...

1 Aug 202432min

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