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)

Media's Blurred Lines

Media's Blurred Lines

Media analyst Brad Barrett has made a career of following both entertainment's traditional players (Disney, Fox, Time Warner) and its digital newcomers (Facebook, Google, Netflix). So, whether the top...

20 Apr 201834min

Will the Declining Dollar Continue Its Descent?

Will the Declining Dollar Continue Its Descent?

Currency movements had a big impact on investment returns in 2017, especially as the U.S. dollar weakened throughout the year. Will that powerful trend continue? In this podcast, Capital Group currenc...

6 Apr 201828min

How Can Investors Prepare for 2018 U.S. Tax Reforms?

How Can Investors Prepare for 2018 U.S. Tax Reforms?

Capital Group senior counsel Jason Bortz has a lot of experience analyzing the U.S. tax code in his 20-plus years practicing law. In this podcast, Bortz digs into the specifics of 2018 tax reform and ...

23 Mar 201822min

U.S.-China Trade: Tensions Rising

U.S.-China Trade: Tensions Rising

Capital Group portfolio manager Steve Watson, a long-time investor in Chinese equities, shares his views on U.S.-China trade relations just as tensions appear to be boiling over. Will aggressive talk ...

12 Mar 201835min

Energy and the New Geopolitics

Energy and the New Geopolitics

The U.S.'s recent surge in domestic oil and gas supply has profound implications for the longstanding geopolitical power structure. In her new book, Windfall: How the New Energy Abundance Upends Globa...

9 Mar 201837min

Fixed Income in Today's Volatile Climate

Fixed Income in Today's Volatile Climate

In this conversation, Capital Group's head of fixed income, Mike Gitlin, addresses the recent market volatility and its root causes. He also reveals what key roles fixed income should play in an inves...

23 Feb 201820min

Tim Armour on Market Volatility

Tim Armour on Market Volatility

Capital Group chairman and chief executive officer Tim Armour discusses the sudden return of volatility to the markets and provides helpful context for advisors and investors. Your host Matt Miller is...

9 Feb 201817min

Michael Kitces: How Advisors Can Find Their Niche Online

Michael Kitces: How Advisors Can Find Their Niche Online

As an advisor and industry trendspotter, Michael Kitces and his Nerd's Eye View blog are required reading for many financial advisors. In turn, Kitces devotes much of his time generating free content ...

26 Jan 201817min

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