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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Retiring bond manager charts the path ahead

Retiring bond manager charts the path ahead

London-based fixed income portfolio manager Mark Brett is retiring at the end of 2020. Here he distills the perspective gained over his four-decade career into practical guidance for bond investors em...

11 Dec 202037min

Adapt or die: Retailers navigate the pandemic storm

Adapt or die: Retailers navigate the pandemic storm

Capital Group equity analyst Rachel Bowman shares her outlook for the U.S. retail sector amid a pandemic-ravaged holiday shopping season. Some retailers are having their best year ever, she notes, whi...

4 Dec 202032min

Health care's future is now

Health care's future is now

Medical technology has come a long way in the two decades since the sequencing of the human genome. Given the staggering advances ahead of us, combined with the immediate global need to find a vaccine...

22 Okt 202027min

Acorns to oaks: 2 views on small-cap stocks

Acorns to oaks: 2 views on small-cap stocks

Many small-cap stocks are among the world's most innovative and fastest growing companies, but the asset class tends to be more volatile than large-cap stocks. We check in with veteran small-cap inves...

24 Sep 202035min

Lessons learned from a half-century of investing

Lessons learned from a half-century of investing

As portfolio manager Claudia Huntington prepares to turn the page on a storied 47-year career at Capital Group, we couldn't help but request one final interview. Here she shares her top three lessons ...

10 Sep 202030min

Video games triumph in the stay-at-home era

Video games triumph in the stay-at-home era

Capital Group equity analyst Nathan Meyer discusses the rapid growth of the video game industry amid the COVID-19 pandemic. In the stay-at-home era, new gamers are entering the market and existing gam...

27 Aug 202032min

Municipal bond market: 2020 update

Municipal bond market: 2020 update

The year 2020 has been uncharacteristically eventful for the municipal bond market, which has seen multiple shifts in direction in just a few short months. We check in with resident muni portfolio man...

14 Aug 202033min

John Maynard Keynes and The Price of Peace

John Maynard Keynes and The Price of Peace

Author Zachary Carter discusses the themes behind his new book — "The Price of Peace: Money, Democracy, and the Life of John Maynard Keynes." As one of the most important thinkers of the 20th century,...

17 Juli 202045min

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