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(331)

Debt ceiling showdown approaches 11th hour

Debt ceiling showdown approaches 11th hour

As U.S. lawmakers wrangle over raising the federal debt ceiling, Capital Group political economist Matt Miller and fixed income portfolio manager Tom Hollenberg discuss the investment implications of ...

18 Maj 202315min

The dividend decade

The dividend decade

Capital Group portfolio manager Caroline Randall shares her views on why dividends may be a more significant and stable contributor to total returns for investors. Plus, how she is finding dividend op...

11 Maj 202311min

The Art of Stock Picking

The Art of Stock Picking

Capital Group portfolio manager Diana Wagner shares her views on finding opportunities in the aftermath of the banking crisis and in the "picks and shovels" of AI, as well as why she believes investme...

5 Maj 202323min

Tech sector turnaround: Will it last?

Tech sector turnaround: Will it last?

Capital Group portfolio manager Chris Buchbinder discusses the turnaround in the tech sector, the new focus on profitable growth rather than growth at any cost and why some of tech's fallen angels are...

28 Apr 202312min

Tech innovation creates health care investment opportunities

Tech innovation creates health care investment opportunities

Capital Group portfolio manager Rich Wolf shares his views on the intersection of tech and the health care industry. Learn how tech innovation – including AI – is creating health care investment oppor...

21 Apr 202326min

10 lessons from 2008 that apply today

10 lessons from 2008 that apply today

Series host Will McKenna covers 10 timely lessons portfolio manager and former banking analyst Will Robbins learned from his experience covering banks during the global financial crisis. Related resou...

14 Apr 20236min

Why the world keeps getting better

Why the world keeps getting better

Capital Group portfolio manager Carl Kawaja shares his views on growth versus value investing, whether international markets will ever again outpace U.S. equities, and why he believes the world keeps ...

7 Apr 202326min

New growth investing opportunities, part 2

New growth investing opportunities, part 2

In a wide-ranging interview, Capital Group portfolio manager Mark Casey discusses the recent collapse of Silicon Valley Bank, the rapid pace of technology innovation, the 2022 stock market sell-off, a...

31 Mars 202332min

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