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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2020 Outlook

2020 Outlook

Portfolio manager Rob Lovelace, economist Darrell Spence and fixed income investment director Margaret Steinbach share their thoughts on global equities, economies and fixed income as they look ahead ...

27 Dec 20191h

What's in store for the U.S. retail sector?

What's in store for the U.S. retail sector?

Yes, e-commerce titan Amazon continues to disrupt the business of traditional retailers, but some are finding innovative ways to survive and thrive in the highly competitive U.S. retail landscape. Cap...

13 Dec 201919min

A guide to international investing

A guide to international investing

After a decade of dominance by U.S. stocks, are there still compelling reasons to invest outside the United States? Absolutely, says Capital Group investment director David Polak. Here he lays out his...

29 Nov 201938min

Municipal bonds under the microscope

Municipal bonds under the microscope

Fixed income portfolio managers Mark Marinella and Karl Zeile discuss the outlook for U.S. municipal bonds in light of sweeping federal tax changes. They offer their views on whether muni bonds are st...

15 Nov 201941min

Robert Shiller on "Narrative Economics"

Robert Shiller on "Narrative Economics"

The title of Nobel Prize-winning economist Robert Shiller's latest book, "Narrative Economics," is telling — literally. It spotlights stories people have told one another throughout recorded history t...

1 Nov 201937min

Beyond the trade war: Long-term investing in China

Beyond the trade war: Long-term investing in China

Portfolio manager Winnie Kwan and investment director Kent Chan explore the long-term investment outlook for China. Amid a damaging trade war and political unrest in Hong Kong, they see the world's se...

18 Okt 201929min

6 keys to better investment manager selection

6 keys to better investment manager selection

Retirement plan sponsors concerned about participant outcomes, take note. Capital Group's Steve Deschenes is here with a checklist for selecting superior investment managers. A research and developmen...

20 Sep 201928min

Sweat equities: Metals, mining and utilities

Sweat equities: Metals, mining and utilities

Iron ore, copper, gold, nickel. Extracting these metals from the earth is a tough, capital-intensive business. Equity investment analyst Frank Beaudry makes it his business to know what the world's mi...

6 Sep 201938min

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