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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Avsnitt(332)

What is the Benjamin Button economy?

What is the Benjamin Button economy?

In the 2008 movie "The Curious Case of Benjamin Button," the title character played by Brad Pitt ages in reverse — from an old man to a young child. Could the U.S. economy be doing something similar? ...

17 Okt 202425min

Growth vs. value: Is the tide turning?

Growth vs. value: Is the tide turning?

Capital Group equity portfolio managers Don O'Neal and Justin Toner add their voices to the age-old debate over growth versus value. With growth investing enjoying a long winning streak, is it time fo...

10 Okt 202425min

How the generative AI revolution might affect long-term investing

How the generative AI revolution might affect long-term investing

Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital Group, speaks with Mike Gitlin about the e...

3 Okt 202431min

High steaks: The coming food transformation

High steaks: The coming food transformation

We explore the future of food. In this episode, Capital Group analyst Rob Beale talks about how new farming practices and regenerative agriculture have unearthed opportunities for companies across ind...

26 Sep 202422min

AI revolution: Winter of disillusion on the horizon?

AI revolution: Winter of disillusion on the horizon?

Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S. economist Jared Franz discusses AI's potential ...

19 Sep 202434min

Conversations with Mike Gitlin: Featuring Courtney Wolf

Conversations with Mike Gitlin: Featuring Courtney Wolf

Ever wonder how the municipal bond market works? Courtney Wolf, a fixed income portfolio manager at Capital Group, speaks with Mike Gitlin about the advantages of tax-exempt income and the importance ...

12 Sep 202432min

Asia focus: Is Indonesia poised for takeoff?

Asia focus: Is Indonesia poised for takeoff?

Portfolio manager Chapman Taylor reflects on three decades of investing in emerging markets at Capital Group. He offers his outlook for developing economies, why he thinks Indonesia may be the next sh...

5 Sep 202435min

Risky business: Investing in troubled companies

Risky business: Investing in troubled companies

Evaluating troubled companies can uncover both risks and opportunities. Capital Group analyst Todd Saligman and portfolio manager Steve Watson explain how they approach investing in companies during t...

29 Aug 202425min

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