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 Rob Lovelace

Conversations with Mike Gitlin: Featuring Rob Lovelace

Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment envi...

22 Feb 202435min

Investing in an election year

Investing in an election year

Capital Group political insiders John Emerson and Reagan Anderson discuss the key issues and events that could shape the outcome of U.S. elections in November. What would a second presidential term fo...

15 Feb 202426min

Waiting for stocks to go on sale

Waiting for stocks to go on sale

In a stock market driven by highly valued companies, Capital Group portfolio manager Alan Berro prefers to seek out stocks that go on sale. How does he identify them? Research and patience. Related r...

9 Feb 202421min

32 years of investing in a complicated jigsaw puzzle

32 years of investing in a complicated jigsaw puzzle

As he prepares for retirement, Capital Group portfolio manager Jonathan Knowles reflects on 32 years in the investment business. The global equity markets and the macroeconomic environment are a "mass...

1 Feb 202419min

Assessing the big gap between large- and small-cap stocks

Assessing the big gap between large- and small-cap stocks

Capital Group portfolio manager Peter Eliot shares the journey that led him from a career as a value-oriented analyst covering the chemicals industry to a growth investor focused on both small- and la...

25 Jan 202429min

Friendshoring: The Rise of Mexico

Friendshoring: The Rise of Mexico

Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It's a trend called "Friendshoring." Listen in as Capital Group analyst Jeff Ga...

18 Jan 202430min

2024 Outlook

2024 Outlook

Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Can stocks continue to build on the powerful gains from 2023? Are bonds in better shape ...

11 Jan 202424min

Through the years: An interview with former Capital Group CEO Tim Armour

Through the years: An interview with former Capital Group CEO Tim Armour

Tim Armour, Capital Group's recently retired CEO, reflects on his 40-year career as an analyst, portfolio manager and eventual leader of the company. He shares what he learned along the way and how he...

4 Jan 202428min

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