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(330)

Efficient Markets Reconsidered

Efficient Markets Reconsidered

How financial markets work has long been the subject of debate between two academic camps: the efficient markets theorists and the behavioral economists. Into the breach stepped finance professor and ...

27 Okt 201731min

U.S. Interest Rate Outlook: Don't Fear the Fed

U.S. Interest Rate Outlook: Don't Fear the Fed

With the Federal Reserve raising interest rates, Capital Group portfolio manager John Queen discusses his outlook for the U.S. bond market, short- and long-term interest rates, and the important role ...

13 Okt 201734min

International Investing Takes Center Stage

International Investing Takes Center Stage

The U.S. may have led the global economic expansion to date, but other major markets provide fertile ground for today's investor as well. Portfolio manager Gerald Du Manoir, a 27-year investment indus...

29 Sep 201736min

A Conversation With the Former U.S. Ambassador to Germany

A Conversation With the Former U.S. Ambassador to Germany

As the September 24 German elections approach, former U.S. Ambassador to Germany John Emerson discusses his outlook for the political contest, the future of Europe in the age of populism, and his new ...

15 Sep 201752min

Why Wall Street Matters

Why Wall Street Matters

If you have a credit card, a car loan or any number of other financial products, Wall Street has an impact on your life. In this podcast, author and former investment banker William D. Cohan explains ...

1 Sep 201731min

Investing in Pharma's Frontier

Investing in Pharma's Frontier

Today's pharmaceutical industry is teetering between an innovation renaissance and an affordability crisis. Investment analyst Craig Gordon, a former practicing physician, takes us inside the complex ...

18 Aug 201729min

Health Care's Reluctant Crusader

Health Care's Reluctant Crusader

This special episode features conversations with two authors from the world of big ideas: TV executive David Goldhill and law professor Tim Wu. A family tragedy propelled Goldhill into an exhaustive a...

4 Aug 201737min

Why Bond Funds Should Behave Like Bond Funds

Why Bond Funds Should Behave Like Bond Funds

You wouldn't want your dog behaving like a cat, so why invest in a bond fund that behaves like a stock fund? In this podcast, Mike Gitlin — Capital Group's head of fixed income — explains why this con...

21 Jul 201730min

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