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)

Do U.S. Equities Have Room to Run?

Do U.S. Equities Have Room to Run?

Do U.S. Equities Have Room to Run? Eight years into its current expansion, the U.S. economy has given investors cause for concern. How much longer can it grow? Portfolio manager Mike Kerr acknowledges...

9 Jun 201732min

Beyond Brexit

Beyond Brexit

Is there a future for Britain beyond Brexit? Portfolio manager Jonathan Knowles will have you convinced there is. This Singapore-based, 25-year industry veteran covers the investment implications of n...

26 Mai 201735min

Rising in the East: China's Economic Outlook

Rising in the East: China's Economic Outlook

China's economy remains one of the fastest growing in the world, despite a pronounced slowdown in recent years. Exactly how fast is it growing? What are the long-term implications for investors? We ex...

12 Mai 201731min

Driverless Cars and AI — Oh, My!

Driverless Cars and AI — Oh, My!

Technology has so accelerated the pace of innovation that ideas quickly go from invention to widespread adoption. What's driving this rapid change, and what are the implications for the global economy...

28 Apr 201736min

Where Geopolitics and Investing Intersect

Where Geopolitics and Investing Intersect

Today's geopolitical stakes couldn't be higher. Political disruption in the U.S. and Great Britain now may be extending to Europe. And China is asserting its new economic might in ways that have strai...

12 Apr 201725min

Alan Greenspan: The Man Who Knew

Alan Greenspan: The Man Who Knew

Biographer Sebastian Mallaby discusses the life and times of Alan Greenspan, former Chairman of the Federal Reserve and one of the most influential figures in the history of modern finance. Mr. Mallab...

28 Mar 201736min

The New Reality of Global Investing

The New Reality of Global Investing

Global investing has experienced a subtle but defining shift in recent years, and Capital Group portfolio manager Rob Lovelace has been watching it like a hawk. This "new geography" has given rise to ...

28 Mar 201716min

Top Investment Themes for 2017

Top Investment Themes for 2017

Struggling to make sense of the investment landscape in the year ahead? Between the murky U.S. interest rate picture and political upheaval in the U.S. and other parts of the world, investors may be t...

28 Mar 201719min

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