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)

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

Investing in China — Revisited

Investing in China — Revisited

Capital Group investment professionals Winnie Kwan and Kent Chan discuss the outlook for China's economy and markets as the world's second largest economy emerges from the pandemic. Winnie Kwan is a p...

26 Mar 202124min

"Don't eat the pizza" and other bits of investment wisdom

"Don't eat the pizza" and other bits of investment wisdom

Capital Group's collegial culture shines through, as three equity portfolio analysts — Mark Casey, Lisa Thompson and Chapman Taylor — share details of a recent "lessons learned" session involving the ...

26 Feb 202139min

Washington focus with Matt Miller

Washington focus with Matt Miller

To help investors make sense of the political transition in Washington, we've flipped the script and asked our host, Matt Miller, to offer his perspective on the next four years. A political economist...

29 Jan 202145min

The age of Angrynomics

The age of Angrynomics

Economist Eric Lonergan discusses his book, "Angrynomics," which explores how anger has contributed to the rise of divisive politics and unsustainable economic policies. The book, written with coautho...

15 Jan 202128min

2021 Outlook

2021 Outlook

Join us for a timely discussion of markets and the global economy, plus a detailed look at equity and bond market opportunities. We conclude with implications for portfolio allocations in 2021. To vie...

31 Des 20201h 5min

Retiring bond manager charts the path ahead

Retiring bond manager charts the path ahead

London-based fixed income portfolio manager Mark Brett is retiring at the end of 2020. Here he distills the perspective gained over his four-decade career into practical guidance for bond investors em...

11 Des 202037min

Adapt or die: Retailers navigate the pandemic storm

Adapt or die: Retailers navigate the pandemic storm

Capital Group equity analyst Rachel Bowman shares her outlook for the U.S. retail sector amid a pandemic-ravaged holiday shopping season. Some retailers are having their best year ever, she notes, whi...

4 Des 202032min

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