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)

Is the bear market over?

Is the bear market over?

Capital Group portfolio manager Greg Wendt discusses the lessons he has learned from 35 years of investing in stocks. And he addresses a question on the minds of many investors today: Is the bear mark...

22 Jun 202335min

High yield bonds: Avoiding the peaks and valleys

High yield bonds: Avoiding the peaks and valleys

Capital Group portfolio manager Shannon Ward shares her outlook on the U.S. high yield bond market and how she seeks to avoid the peaks and valleys of an asset class with inherently higher risks. Rel...

15 Jun 202333min

The power of concentration

The power of concentration

How can you have concentration and diversification in the same investment portfolio? Listen and find out in this fascinating discussion with Capital Group portfolio manager Martin Jacobs.   Related r...

8 Jun 202334min

Investing in a technicolor world

Investing in a technicolor world

Capital Group portfolio manager Lisa Thompson offers her thoughts on the changing path of globalization, a brighter outlook for emerging markets and why she enjoys investing in a technicolor world.   ...

1 Jun 202328min

3 reasons for a strong potential recovery

3 reasons for a strong potential recovery

Economist Jared Franz sees the potential for a stronger than normal recovery after a long-anticipated recession. Host Will McKenna highlights the three forces Franz expects will combine to give the U....

25 Mai 20235min

Debt ceiling showdown approaches 11th hour

Debt ceiling showdown approaches 11th hour

As U.S. lawmakers wrangle over raising the federal debt ceiling, Capital Group political economist Matt Miller and fixed income portfolio manager Tom Hollenberg discuss the investment implications of ...

18 Mai 202315min

The dividend decade

The dividend decade

Capital Group portfolio manager Caroline Randall shares her views on why dividends may be a more significant and stable contributor to total returns for investors. Plus, how she is finding dividend op...

11 Mai 202311min

The Art of Stock Picking

The Art of Stock Picking

Capital Group portfolio manager Diana Wagner shares her views on finding opportunities in the aftermath of the banking crisis and in the "picks and shovels" of AI, as well as why she believes investme...

5 Mai 202323min

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