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)

Global bond market outlook

Global bond market outlook

As rising U.S. interest rates reverberate around the world, Capital Group portfolio manager Rob Neithart discusses his outlook for the global bond market, including high-grade government bonds, corpor...

14 Des 201826min

Is AI the next big economic growth catalyst?

Is AI the next big economic growth catalyst?

Capital Group economist Jared Franz discusses the rapid development of artificial intelligence and machine learning, including the relevant implications for investors. Can AI provide a meaningful boos...

16 Nov 201835min

Can the U.S. bull market keep running?

Can the U.S. bull market keep running?

While many investors wring their hands over a prolonged U.S. bull market — waiting for the other shoe to drop — portfolio manager Alan Berro bides his time. The fact that Berro doesn't think the end o...

2 Nov 201837min

A flexible approach to global investing

A flexible approach to global investing

Capital Group investment director David Polak discusses the challenges facing global investors amid increasingly bitter trade disputes and a widening return gap between U.S. and non-U.S. stocks. David...

18 Okt 201836min

The changing face of emerging markets

The changing face of emerging markets

Emerging markets stocks have come under pressure amid slowing economic growth and a brewing trade war, but the full story is much more complex. As veteran portfolio manager Noriko Chen explains in thi...

5 Okt 201840min

The big-picture outlook for small-cap stocks

The big-picture outlook for small-cap stocks

Small-capitalization stocks have been on a roll in 2018. Who better to offer his perspective on this development than portfolio manager/investment analyst Greg Wendt, who has spent his entire career r...

21 Sep 201837min

3 views on today's markets

3 views on today's markets

This episode features a diverse sampling of perspectives from three Capital Group investment professionals. Economist Jared Franz shares his outlook for the global economy. Equity investment analyst J...

7 Sep 201834min

Predicting the markets with Ed Yardeni

Predicting the markets with Ed Yardeni

Economist and investment strategist Ed Yardeni discusses his new book, Predicting the Markets: A Professional Autobiography, and offers his thoughts on why the nine-year-long bull market in U.S. equit...

24 Aug 201838min

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