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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Conversations with Mike Gitlin: Featuring Jessica Spaly

Conversations with Mike Gitlin: Featuring Jessica Spaly

Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst, Jessica discusses why she was drawn to Amazon i...

18 Apr 202428min

Can the U.S. economy survive higher interest rates?

Can the U.S. economy survive higher interest rates?

Capital Group portfolio managers Will Robbins, John Queen and Michelle Black share their views on the stock and bond markets, including the impact of U.S. interest rates that are currently at a 23-yea...

17 Apr 202421min

Mastering the obvious for investment success

Mastering the obvious for investment success

Capital Group portfolio manager Reed Lowenstein shares how active listening and getting the basic details right has helped him build a successful investing career. He explains the importance of holdin...

11 Apr 202430min

Conversations with Mike Gitlin: Featuring Carl Kawaja

Conversations with Mike Gitlin: Featuring Carl Kawaja

Capital Group CEO Mike Gitlin interviews Carl Kawaja, equity portfolio manager and chair of Capital Research and Management Company. Carl shares his thoughts about growing up on a Caribbean island, wh...

28 Mars 202430min

Will commercial real estate sink the U.S. economy?

Will commercial real estate sink the U.S. economy?

Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on the market for office space, and what th...

21 Mars 202425min

The American energy juggernaut

The American energy juggernaut

Capital Group portfolio manager Paul Benjamin shares his optimistic outlook for the American energy sector, why he thinks oil prices are headed a lot higher, and how an industry that is "starved for c...

14 Mars 202436min

Why women make great investors

Why women make great investors

In this episode, you'll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industr...

7 Mars 202419min

Lessons from a research trip to India

Lessons from a research trip to India

Freshly returned from a research trip to India, Capital Group investment director Natalya Zeman, India Affairs Specialist Anirudha Dutta and equity analyst Himanshu Sharma discuss how our on the grou...

29 Feb 202434min

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