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)

Investing in Flight

Investing in Flight

Capital Group aerospace and defense analyst Todd Saligman discusses his positive outlook for the fast-growing commercial aircraft industry, the fierce competition between Airbus and Boeing and the fav...

1 Juni 201835min

It's politics

It's politics

In this episode, we turn the tables on host Matt Miller and pick his brain on a subject near and dear to his heart: the U.S. political scene. Shifting trade policy with China, upcoming midterm electio...

18 Maj 201830min

Bracing for higher U.S. inflation and interest rates

Bracing for higher U.S. inflation and interest rates

The return of inflation has rattled financial markets this year. As U.S. interest rates move higher, investors are looking for clues about how rising consumer prices may influence U.S. monetary policy...

3 Maj 201829min

Media's Blurred Lines

Media's Blurred Lines

Media analyst Brad Barrett has made a career of following both entertainment's traditional players (Disney, Fox, Time Warner) and its digital newcomers (Facebook, Google, Netflix). So, whether the top...

20 Apr 201834min

Will the Declining Dollar Continue Its Descent?

Will the Declining Dollar Continue Its Descent?

Currency movements had a big impact on investment returns in 2017, especially as the U.S. dollar weakened throughout the year. Will that powerful trend continue? In this podcast, Capital Group currenc...

6 Apr 201828min

How Can Investors Prepare for 2018 U.S. Tax Reforms?

How Can Investors Prepare for 2018 U.S. Tax Reforms?

Capital Group senior counsel Jason Bortz has a lot of experience analyzing the U.S. tax code in his 20-plus years practicing law. In this podcast, Bortz digs into the specifics of 2018 tax reform and ...

23 Mars 201822min

U.S.-China Trade: Tensions Rising

U.S.-China Trade: Tensions Rising

Capital Group portfolio manager Steve Watson, a long-time investor in Chinese equities, shares his views on U.S.-China trade relations just as tensions appear to be boiling over. Will aggressive talk ...

12 Mars 201835min

Energy and the New Geopolitics

Energy and the New Geopolitics

The U.S.'s recent surge in domestic oil and gas supply has profound implications for the longstanding geopolitical power structure. In her new book, Windfall: How the New Energy Abundance Upends Globa...

9 Mars 201837min

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