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(335)

Black gold: The outlook for oil prices

Black gold: The outlook for oil prices

Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global ener...

26 Feb 23min

Regulation dictates opportunity in US utilities

Regulation dictates opportunity in US utilities

Fixed income investment analyst Julian James discusses the prospects for investment grade US utilities.  Julian outlines why regulation is the key driver of quality for companies in this space and how...

24 Feb 21min

Amazon CEO on leadership, innovation and customer obsession

Amazon CEO on leadership, innovation and customer obsession

In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed to the point of writing press releases...

19 Feb 31min

Rob Lovelace on the year ahead (2026 edition)

Rob Lovelace on the year ahead (2026 edition)

Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund®, discusses his outlook for the global equity markets in 2026 and beyond. Joined by special guest, in...

12 Feb 40min

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

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