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)

Health check for the pharmaceutical sector

Health check for the pharmaceutical sector

Equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this space.#CapGroupGloba...

16 Sep 202521min

From oil sands to OPEC: A disciplined approach to energy investing

From oil sands to OPEC: A disciplined approach to energy investing

Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas. From boots-on-the-ground research i...

10 Sep 202530min

Municipal bond investing amid rapid policy shifts

Municipal bond investing amid rapid policy shifts

Turbulence in the municipal bond market has created some interesting opportunities for investors. Capital Group portfolio manager Chad Rach shares his thoughts on the events driving muni bonds this ye...

4 Sep 202531min

The changing face of media

The changing face of media

Equity investment analyst Nathan Meyer looks at the changing face of media, from the dominance of streamers to the shift from computer game creators to platform companies. #CapGroupGlobal For our lat...

2 Sep 202519min

From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation

From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation

Welcome to "The Power of Advice." In this limited series, we've lined up industry leaders, business innovators and entrepreneurs to share their journeys of building brands, reinventing careers and lea...

28 Aug 202528min

CG + KKR: Unlocking private markets for everyday investors

CG + KKR: Unlocking private markets for everyday investors

It started with an impromptu phone call and has evolved into a thoughtful, prudent approach to bring private markets within reach for more investors. Hear Capital Group CEO Mike Gitlin and KKR co-CEO ...

21 Aug 202524min

Investing in AI for the long term: A tech investor's view

Investing in AI for the long term: A tech investor's view

As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who got her start as a tech investor after the ...

14 Aug 202527min

Finding the 'DeepSeek moments' across Asia

Finding the 'DeepSeek moments' across Asia

Equity investment analysts Celia Huey outlines current investment opportunities in China, innovation in the technology and healthcare sectors and the benefits of local fundamental research. #CapGroupG...

12 Aug 202517min

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