Talking tech: Software and social media
The recent market downturn has not been kind to technology investors. We checked in with veteran equity investment analysts Julien Gaertner and Ryan Brown to get their perspectives on software and soc...
1 Jul 202236min
Wheels up: The return of air travel
Just in time for the summer travel season, Capital Group equity analyst Todd Saligman discusses his outlook for the airline industry as it recovers from the worst downturn in its history. With the eas...
24 Jun 202223min
Seeking opportunities in an uncertain world
Recorded live from the New York Stock Exchange, an equity portfolio manager and an equity investment analyst discuss the risks and opportunities of investing in today's volatile market environment as ...
3 Jun 202248min
What's next for U.S. equities?
Amid ongoing geopolitical risk, high inflation and rising interest rates, what are the prospects for U.S. equities today? Two portfolio managers who invest in both growth- and value-oriented U.S. stoc...
20 Mai 202254min
Fed rate hikes: How high will they go?
As the Federal Reserve and other central banks raise interest rates, investors are bracing for the consequences of tighter monetary policy around the world. In this podcast, Capital Group investment p...
6 Mai 202223min
China then and now, with portfolio manager Steve Watson
As part of Capital Ideas "10 investment themes for 2022" series, Hong Kong-based portfolio manager Steve Watson explores the challenges and opportunities of investing in China today. As an added bonus...
22 Apr 202226min
International investing in volatile markets
A former U.S. ambassador to Germany weighs in on the geopolitical changes unfolding in Eastern Europe, and two equity portfolio managers share how they are positioning their international portfolios i...
8 Apr 202247min
The future of media & entertainment: Metaverse now?
There's no business like showbusiness. Given the amount of head-spinning disruption in the media & entertainment industry, that sentiment is more valid today than ever. In this podcast, we explore the...
25 Mar 202222min
