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)

Deurbanization: Are big cities in jeopardy?

Deurbanization: Are big cities in jeopardy?

Big cities experienced a COVID-induced exodus in 2020 as millions of telecommuters headed for the suburbs and other outlying areas. How durable is this change and what could it mean for investors? Cap...

24 Sep 202125min

Sharpen your critical thinking with The Scout Mindset

Sharpen your critical thinking with The Scout Mindset

How we can get better at thinking critically and objectively is the far-reaching topic of this discussion. Author Julia Galef discusses the findings of her new book, The Scout Mindset: Why Some People...

10 Sep 202139min

Three Days at Camp David: The secret meeting that transformed the global economy

Three Days at Camp David: The secret meeting that transformed the global economy

Jeffrey Garten's book, Three Days at Camp David: How a Secret Meeting in 1971 Transformed the Global Economy, examines the unlikely events that led to President Richard Nixon's surprise announcement t...

27 Aug 202137min

What's next for global bond markets?

What's next for global bond markets?

Andrew Cormack, a portfolio manager with Capital World Bond Fund®, discusses his outlook for fixed income markets amid a reawakening of the global economy. Will higher inflation dampen bond market ret...

30 Jul 202136min

How boards work, with author Dambisa Moyo

How boards work, with author Dambisa Moyo

Corporate boards have been around for nearly 500 years. Yet according to author Dambisa Moyo, the challenges they face today along the "cultural frontier" amount to a new mandate. Moyo discusses her n...

2 Jul 202135min

Is Big Tech in big trouble?

Is Big Tech in big trouble?

Increasingly aggressive regulation of the world's largest and most successful technology companies has been cause for concern among many investors. But how concerned should they be? Four Capital Group...

18 Jun 202122min

"The New Class War" with author Michael Lind

"The New Class War" with author Michael Lind

What factors have given rise to today's populist rebellion, and what should be the proper response from the dominant elites? Author and academic Michael Lind answers our probing questions about his la...

21 Mai 202136min

Investing in Europe's recovery

Investing in Europe's recovery

Is this the year international stocks will finally overtake the U.S.? Greg Fuss, an equity portfolio manager with American Funds International Vantage Fund(SM), won't commit, but opportunities he's fi...

23 Apr 202128min

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