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)

The future of global equities

The future of global equities

Capital Group portfolio managers Rob Lovelace and Noriko Chen share their outlook on the global equity markets and where they see compelling investment opportunities. They also discuss the growing imp...

25 Jul 202432min

2024 Midyear Outlook

2024 Midyear Outlook

Capital Group portfolio managers Caroline Randall and David Hoag discuss their outlook for the economy and markets. Can stocks continue their relentless climb? Has the hype surrounding artificial inte...

18 Jul 202422min

Conversations with Mike Gitlin: Featuring John Queen

Conversations with Mike Gitlin: Featuring John Queen

Capital Group CEO Mike Gitlin interviews John Queen, a fixed income portfolio manager based in our West LA office. As a long-time bond investor, John discusses his outlook for interest rates and infla...

11 Jul 202431min

Small-cap stocks: Turning over many rocks in search of a few gems

Small-cap stocks: Turning over many rocks in search of a few gems

Capital Group portfolio manager Dimitrije Mitrinovic explains why knowing when to be patient, and when to be bold are critical to uncovering hidden gems in the small-cap universe. He outlines the char...

4 Jul 202425min

Is the world prepared for population decline?

Is the world prepared for population decline?

China's recent population decline underscores a long-term challenge more countries will face. Capital Group economist Jared Franz shares his views on how population decline will impact the global econ...

27 Jun 202423min

Conversations with Mike Gitlin: Featuring Mark Casey

Conversations with Mike Gitlin: Featuring Mark Casey

Capital Group CEO Mike Gitlin interviews Mark Casey, an equity portfolio manager based in our San Francisco office. As a veteran Silicon Valley investor, Mark explains why he believes "digitalization"...

20 Jun 202431min

Columnist David Brooks on "How to Know a Person"

Columnist David Brooks on "How to Know a Person"

New York Times columnist David Brooks talks about his book, How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen. In a conversation with Capital Group investment professionals, ...

13 Jun 202418min

U.S. interest rates: Where do we go from here?

U.S. interest rates: Where do we go from here?

Capital Group economist Darrell Spence discusses his outlook for U.S. interest rates, inflation and the economy at the mid-point of 2024. Will the Fed cut rates this year? Is inflation still too high?...

6 Jun 202424min

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