Capital Ideas podcast – Détails, épisodes et analyse

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Capital Ideas podcast

Capital Group

Business & Entrepreneuriat

Fréquence : 1 épisode/10j. Total Éps: 338

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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Short-term bonds: A low-profile asset class shifts into high gear

jeudi 13 novembre 2025 • Durée 26:52

Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand. He shares insights on Federal Reserve policy, bond markets and how active management can unlock opportunities.

Key Topics:

What's driving investor interest in short-term bonds
How Fed rate cuts are reshaping fixed income strategies
Credit outlook and sector diversification
Why active management matters in short-duration investing

#CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

To stay informed, follow us

LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all

YouTube: https://www.youtube.com/@CapitalGroup/videos

Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

About Capital Group

Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

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India's strategic autonomy in global markets

mardi 11 novembre 2025 • Durée 18:31

With volatility on the rise in global markets, investors are searching for stability. Some have their eyes on India and their longtime strategic autonomy to provide the predictability and resilience needed in the new trade order. Host Natalya Zeman and guest Anirudha Dutta break down the reforms, policies, and
global positioning for India.

Topics include:

India's approach to trade and regulation
The benefits of institutional continuity and reform
Opportunities in supply chain reconfiguration and emerging sectors
The impact of demographic trends and technology on long-term growth

#CapGroupGlobal

This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com.

If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

Cracking the Agg: How active fixed income can beat the benchmark

jeudi 25 septembre 2025 • Durée 24:35

"Understanding what's happening in the short term is very informative for taking a long-term view," says fixed income portfolio manager Ritchie Tuazon. From his seat on Capital Group's rates team, Ritchie shares with Mike Gitlin how his lineup of credit, duration and inflation instruments can help to beat the Bloomberg Agg.* He discusses the importance of conviction without hubris, the role of fixed income in diversified portfolios and how short-term signals can help inform long-term success. #CapGroupGlobal

*U.S. Aggregate Bond Index, which represents the U.S. investment-grade bond market

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

Conversations with Mike Gitlin: Featuring Carl Kawaja

jeudi 28 mars 2024 • Durée 30:41

Capital Group CEO Mike Gitlin interviews Carl Kawaja, equity portfolio manager and chair of Capital Research and Management Company. Carl shares his thoughts about growing up on a Caribbean island, why he thinks humor is important to making good investment decisions, and how the rise of new weight loss drugs is affecting companies inside and outside the health care industry. #CapGroupGlobal

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S. visit capitalgroup.com for Capital Group insights.

Watch our latest vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

For full disclosures go to capitalgroup.com/global-disclosures.

This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren't registered for sales outside the U.S.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

To stay informed follow us

LinkedIn: https://bit.ly/42uSYbm

YouTube: https://bit.ly/4dFTE1B

Will commercial real estate sink the U.S. economy?

jeudi 21 mars 2024 • Durée 25:38

Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on the market for office space, and what this trend could mean for the U.S. economy. #CapGroupGlobal

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S. visit capitalgroup.com for Capital Group insights.

Watch our latest vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

For full disclosures go to capitalgroup.com/global-disclosures.

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

To stay informed follow us

LinkedIn: https://bit.ly/42uSYbm

The American energy juggernaut

jeudi 14 mars 2024 • Durée 36:34

Capital Group portfolio manager Paul Benjamin shares his optimistic outlook for the American energy sector, why he thinks oil prices are headed a lot higher, and how an industry that is "starved for capital" can thrive in the years ahead. #CapGroupGlobal

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S. visit capitalgroup.com for Capital Group insights.

Watch our latest vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

For full disclosures go to capitalgroup.com/global-disclosures.

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Why women make great investors

jeudi 7 mars 2024 • Durée 19:54

In this episode, you'll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industry. Each has invested through crises and learned from their successes and failures. You'll hear about the qualities of an effective management team, how important mentors are, and why women make great investors. #CapGroupGlobal

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S. visit capitalgroup.com for Capital Group insights.

For full disclosures go to capitalgroup.com/global-disclosures.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

About Capital Group

Learn more: capitalgroup.com

Lessons from a research trip to India

jeudi 29 février 2024 • Durée 34:06

Freshly returned from a research trip to India, Capital Group investment director Natalya Zeman, India Affairs Specialist Anirudha Dutta and equity analyst Himanshu Sharma discuss how our on the ground approach informs our investment decision making in one of the world's fastest growing economies. #CapGroupGlobal

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

For full disclosures go to capitalgroup.com/global-disclosures.

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

About Capital Group

Learn more: capitalgroup.com

Join us: capitalgroup.com/about-us/careers.html

Conversations with Mike Gitlin: Featuring Rob Lovelace

jeudi 22 février 2024 • Durée 35:22

Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment environment in the U.S., Europe and Asia, his love of geology, and the long-held belief that his biggest competitive advantage is time. #CapGroupGlobal

Watch on YouTube: https://bit.ly/CG-Gitlin-playlist

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S. visit capitalgroup.com for Capital Group insights.

For full disclosures go to capitalgroup.com/global-disclosures

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

About Capital Group

Learn more: capitalgroup.com

Investing in an election year

jeudi 15 février 2024 • Durée 26:04

Capital Group political insiders John Emerson and Reagan Anderson discuss the key issues and events that could shape the outcome of U.S. elections in November. What would a second presidential term for Joe Biden or Donald Trump mean for America? Listen in to find out.

Related resources:
Election year investing insights

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

For full disclosures go to capitalgroup.com/global-disclosures.

Capital Client Group, Inc.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

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Capital Ideas podcast – Détails, épisodes et analyse

Détails du podcast

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