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
10 investment themes for 2022
This episode, the first in a series of podcasts dedicated to the big, enduring ideas currently on the minds of Capital Group's investment team, spotlights four of the 10 themes: health care, media, tr...
11 Mar 202238min
Is software ready for a reboot?
Software companies have seen remarkable growth over the past decade, boosted by the shift to cloud computing and the digital transformation of our lives. But many software stocks that were the darling...
25 Feb 202220min
The Lords of Easy Money with author Christopher Leonard
Ready for a deep dive into the world of experimental monetary policy? In this podcast, author Christopher Leonard discusses his new book, The Lords of Easy Money: How the Federal Reserve Broke the Ame...
28 Jan 202240min
