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(334)

The best of Capital Ideas, vol. 2

The best of Capital Ideas, vol. 2

Host Matt Miller takes us on a tour of outstanding moments from recent Capital Ideas podcast episodes, including excerpts from conversations about oil rigs, Teslas, long-term opportunities in Asia and...

21 Feb 202044min

Streaming wars

Streaming wars

The proliferation of video streaming services has been the most conspicuous change of late in Hollywood's evolving competition for the consumer dollar. Investment analyst Brad Barrett, who has covered...

7 Feb 202035min

Oil change: Snapshot of an evolving industry

Oil change: Snapshot of an evolving industry

Today's global oil industry is experiencing a period of disruption, says investment analyst Jacinto Hernandez. From the technological (the shale revolution) to the geopolitical (rising Middle East ten...

24 Jan 202042min

What's next for Brexit?

What's next for Brexit?

After three years of political wrangling in the U.K., Brexit finally appears to be moving forward. As the U.K. prepares to leave the European Union, Capital Group economist Robert Lind and political e...

10 Jan 202036min

2020 Outlook

2020 Outlook

Portfolio manager Rob Lovelace, economist Darrell Spence and fixed income investment director Margaret Steinbach share their thoughts on global equities, economies and fixed income as they look ahead ...

27 Des 20191h

What's in store for the U.S. retail sector?

What's in store for the U.S. retail sector?

Yes, e-commerce titan Amazon continues to disrupt the business of traditional retailers, but some are finding innovative ways to survive and thrive in the highly competitive U.S. retail landscape. Cap...

13 Des 201919min

A guide to international investing

A guide to international investing

After a decade of dominance by U.S. stocks, are there still compelling reasons to invest outside the United States? Absolutely, says Capital Group investment director David Polak. Here he lays out his...

29 Nov 201938min

Municipal bonds under the microscope

Municipal bonds under the microscope

Fixed income portfolio managers Mark Marinella and Karl Zeile discuss the outlook for U.S. municipal bonds in light of sweeping federal tax changes. They offer their views on whether muni bonds are st...

15 Nov 201941min

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