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(331)

Why being an investment analyst is the "best job in the world"

Why being an investment analyst is the "best job in the world"

Investment analyst Kelly Murphy shares her journey from trading to investing and explains why learning for a living makes this role so dynamic and rewarding. Get an inside view on her day-to-day cover...

5 Feb 29min

Finding durable value in high yield tech & financials

Finding durable value in high yield tech & financials

Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields, an often overlooked area. Sandro explains how he values companies in transition, and why...

4 Feb 20min

2026 Outlook

2026 Outlook

Capital Group chief investment officer Martin Romo and portfolio manager Pramod Atluri share their 2026 outlook for the global economy and markets. Are we in the midst of an AI bubble or an AI boom? H...

29 Jan 27min

Building resilience into portfolios over the long term

Building resilience into portfolios over the long term

Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil's hyperinflation to investing through the ...

22 Jan 25min

European utilities: Unlocking growth in the grid revolution

European utilities: Unlocking growth in the grid revolution

Equity investment analyst and portfolio manager Bobby Chada looks at the European utilities sector.  Bobby outlines what these companies can bring to a portfolio and why their traditional boring label...

20 Jan 30min

Washington watch: Outlook for the U.S. midterm elections

Washington watch: Outlook for the U.S. midterm elections

Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections, along with other major events that are likely to shape the policy landscape in the new year. How wil...

15 Jan 29min

Banking on the big picture: How patience can pay off

Banking on the big picture: How patience can pay off

European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join host Mike Gitlin and seasoned portfolio manager Alfonso Barroso, who brings over 30 years of i...

8 Jan 30min

Will AI take your job?

Will AI take your job?

Capital Group economist Jared Franz explores whether artificial intelligence (AI) will take our jobs. He shares insights on which roles are most vulnerable, why companies may favor experienced hires, ...

24 Des 202531min

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