Airshow confidential: Is aerospace taking off?
Fresh from the first in-person international airshow since the start of the pandemic, equity portfolio managers Lara Pellini and Jason Smith share insights into the state of the aerospace industry. Th...
2 Dec 202232min
The revenge of brick-and-mortar retail?
Even with the disruptions of the pandemic, retailers have enjoyed record sales the last two years. And with life going back to normal, shoppers have re-embraced in-store shopping. But could decades-hi...
18 Nov 202235min
Recession watch
A U.S. recession is looming, but how long — and difficult — is it likely to be? Economists Darrell Spence and Jared Franz offer their latest thinking on the bear market, and equity portfolio manager J...
4 Nov 202252min
U.S. midterm elections: Who will prevail?
Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections ahead of the November 8 contest. Will Republicans ride a "red wave" back into power, or will Democrat...
20 Okt 202237min
Chip War with author Chris Miller
Author Chris Miller offers an overview of his new book, Chip War: The Fight for the World's Most Critical Technology. In this podcast, Miller discusses the geopolitical struggle to both expand and con...
7 Okt 202219min
COVID distortions fanned the flames of inflation
Why has inflation remained so high for so long? Will it stay with us or eventually fade away? In this podcast, Capital Group portfolio manager Julian Abdey offers his view on those pivotal questions, ...
23 Sep 202226min
The Fed Unbound with author Lev Menand
The U.S. Federal Reserve's role has evolved over the past several decades — and not in a good way, says author Lev Menand. A law professor and former economist at the Federal Reserve Bank of New York,...
9 Sep 202238min
4 portfolio managers on braving bear markets
How is Capital Group's investment team managing ahead of a possible recession? We asked four veteran equity portfolio managers how they are positioning their portfolios and where they're finding oppor...
26 Aug 202232min
