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(335)

Bond talk: Can credit markets continue to run strong?

Bond talk: Can credit markets continue to run strong?

Credit markets have remained strong even as interest rates have seesawed amidst uncertainty around Federal Reserve policy. Capital Group portfolio manager Damien McCann discusses the dynamics underpin...

23 Mai 202427min

The new reality of investing in 2024

The new reality of investing in 2024

Capital Group portfolio managers Jody Jonsson and Chris Buchbinder highlight investment opportunities in the U.S. and the world. They discuss artificial intelligence, tech's dividend strategy and the ...

16 Mai 202426min

Conversations with Mike Gitlin: Featuring Alan Wilson

Conversations with Mike Gitlin: Featuring Alan Wilson

Capital Group CEO Mike Gitlin interviews Alan Wilson, an equity portfolio manager with 33 years of investment industry experience. Alan shares stories about his early days at Capital, what he learned ...

9 Mai 202429min

Megatrends to watch over the next decade or more

Megatrends to watch over the next decade or more

Capital Group portfolio managers Mark Casey and Peter Eliot shine a spotlight on several far-reaching investment trends, including remarkable advances in artificial intelligence, the rapid growth of c...

2 Mai 202429min

What's the state of the states?

What's the state of the states?

As pandemic-era stimulus dries up, municipal bond investors must weigh how fundamentals of state and local governments will cope. Capital Group fixed income portfolio manager Lee Chu discusses how she...

25 Apr 202423min

Conversations with Mike Gitlin: Featuring Jessica Spaly

Conversations with Mike Gitlin: Featuring Jessica Spaly

Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst, Jessica discusses why she was drawn to Amazon i...

18 Apr 202428min

Can the U.S. economy survive higher interest rates?

Can the U.S. economy survive higher interest rates?

Capital Group portfolio managers Will Robbins, John Queen and Michelle Black share their views on the stock and bond markets, including the impact of U.S. interest rates that are currently at a 23-yea...

17 Apr 202421min

Mastering the obvious for investment success

Mastering the obvious for investment success

Capital Group portfolio manager Reed Lowenstein shares how active listening and getting the basic details right has helped him build a successful investing career. He explains the importance of holdin...

11 Apr 202430min

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