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)

The Outlook for International Equities

The Outlook for International Equities

Capital Group portfolio manager Carl Kawaja has spent three decades traveling the world to uncover compelling investment opportunities. In this podcast, Carl shares his optimistic outlook for non-U.S....

12 Jan 201842min

How High Can Tech Go?

How High Can Tech Go?

Today's internet sector has many investors nervous, with the recent meteoric success of the FANG stocks (Facebook, Apple, Netflix, Google/Alphabet) combined with high valuations and a prolonged bull m...

29 Des 201737min

Outlook 2018: Markets and Economies

Outlook 2018: Markets and Economies

Capital Group's annual Outlook is a widely anticipated watch/listen/read within the investment community. Listen to this 2018 podcast rendition and learn whether global equities are still attractive d...

15 Des 201753min

Emerging Markets Investing: From Smokestacks to Smartphones

Emerging Markets Investing: From Smokestacks to Smartphones

Capital Group portfolio manager Shaw Wagener has witnessed the remarkable evolution of emerging markets investing over a career spanning 30-plus years. In this podcast, Shaw discusses the unique chall...

1 Des 201727min

U.S. Retail Outlook: Life Beyond Amazon?

U.S. Retail Outlook: Life Beyond Amazon?

Given the explosive popularity of Amazon, some traditional retailers have resorted to introducing in-store "experiences" to lure shoppers through their doors. Others, meanwhile, rely on key competitiv...

17 Nov 201729min

Women and Investing: Dispelling Myths

Women and Investing: Dispelling Myths

Women in the U.S. control more than $11 trillion of investable assets. That's no small constituency for financial advisers and asset managers. In today's podcast, we'll hear from Heather Lord, Capital...

3 Nov 201724min

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

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