Capital Ideas podcast

As part of Capital Ideas "10 investment themes for 2022" series, Hong Kong-based portfolio manager Steve Watson explores the challenges and opportunities of investing in China today. As an added bonus...

22 Apr 202226min

A former U.S. ambassador to Germany weighs in on the geopolitical changes unfolding in Eastern Europe, and two equity portfolio managers share how they are positioning their international portfolios i...

8 Apr 202247min

There's no business like showbusiness. Given the amount of head-spinning disruption in the media & entertainment industry, that sentiment is more valid today than ever. In this podcast, we explore the...

25 Mars 202222min

This episode, the first in a series of podcasts dedicated to the big, enduring ideas currently on the minds of Capital Group's investment team, spotlights four of the 10 themes: health care, media, tr...

11 Mars 202238min

Software companies have seen remarkable growth over the past decade, boosted by the shift to cloud computing and the digital transformation of our lives. But many software stocks that were the darling...

25 Feb 202220min

Ready for a deep dive into the world of experimental monetary policy? In this podcast, author Christopher Leonard discusses his new book, The Lords of Easy Money: How the Federal Reserve Broke the Ame...

28 Jan 202240min

Experience the coronavirus pandemic and subsequent economic crisis through the eyes of Capital Group's investment team. With host Matt Miller as our guide, we revisit the audio moments that epitomized...

14 Jan 202237min

With vaccinations widely available and a year's worth of pent-up consumer demand, shoppers are flocking to stores. That's great news for retailers since the holiday season makes or breaks their year. ...

17 Dec 202128min