Explore every episode of the podcast Capital Ideas podcast
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| Asia focus: Is Indonesia poised for takeoff? | 05 Sep 2024 | 00:35:48 | |
Portfolio manager Chapman Taylor reflects on three decades of investing in emerging markets at Capital Group. He offers his outlook for developing economies, why he thinks Indonesia may be the next shining star in Asia, and how building close relationships has been the key to success throughout his career. #CapGroupGlobal
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.
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| Risky business: Investing in troubled companies | 29 Aug 2024 | 00:25:45 | |
Evaluating troubled companies can uncover both risks and opportunities. Capital Group analyst Todd Saligman and portfolio manager Steve Watson explain how they approach investing in companies during times of crisis. #CapGroupGlobal
For full disclosures go to capitalgroup.com/global-disclosures
LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/
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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| Is the world prepared for population decline? | 27 Jun 2024 | 00:23:12 | |
China’s recent population decline underscores a long-term challenge more countries will face. Capital Group economist Jared Franz shares his views on how population decline will impact the global economy and how artificial intelligence could help fill the gaps. #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://bit.ly/CG-Gitlin-playlist.
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
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
Copyright ©2024 Capital Group | |||
| China then and now, with portfolio manager Steve Watson | 22 Apr 2022 | 00:26:34 | |
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, Steve talks about the sweeping changes he’s witnessed in China since he first visited the country 40 years ago. Related resources: Ebook: 10 investment themes for 2022 This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| International investing in volatile markets | 08 Apr 2022 | 00:47:01 | |
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 in light of these changes. Related resources: Ebook: 10 investment themes for 2022 This content is published by Capital Client Group, Inc. To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, visit capitalgroup.com/ca for Capital Group insights. | |||
| The future of media & entertainment: Metaverse now? | 25 Mar 2022 | 00:22:20 | |
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 big-picture trends driving the industry with two Capital Group analysts, Brad Barrett and Mihir Mehta, as part of our series on "10 investment themes for 2022." Is the "metaverse" the future of media, or just a fleeting internet buzz word? Tune in to hear their views. Related resources: E-book: 10 investment themes for 2022
For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. | |||
| 10 investment themes for 2022 | 11 Mar 2022 | 00:38:52 | |
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, transportation and ESG. Related resources: 10 investment themes for 2022 article 10 investment themes for 2022 ebook This content is published by Capital Client Group, Inc. To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, visit capitalgroup.com/ca for Capital Group insights. | |||
| Is software ready for a reboot? | 25 Feb 2022 | 00:20:36 | |
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 darlings of the pandemic era have taken a beating in 2022. Capital Group investment analyst Julien Gaertner discusses how software is changing the world and what’s coming next for leading software companies. Related resource: Storm cloud: Look past turbulence in software stocks This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| The Lords of Easy Money with author Christopher Leonard | 28 Jan 2022 | 00:40:47 | |
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 American Economy, with Capital Group’s Matt Miller and Anne Vandenabeele. It’s a timely interview as the Fed considers raising interest rates in 2022. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| The best of Capital Ideas — Pandemic edition | 14 Jan 2022 | 00:37:29 | |
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 the team’s response to the events of the past two years. You can access full episodes from this “best of” edition here. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Will the COVID Grinch steal Christmas? | 17 Dec 2021 | 00:28:02 | |
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. Still, new COVID variants and outbreaks threaten an already shaky supply chain. Capital Group analyst Rachel Bowman shares insight into the retail outlook, why discounts are harder to find this year and why it makes sense not to wait too long to knock off your gift list. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Is Bitcoin too big to ignore? | 03 Dec 2021 | 00:36:27 | |
Demand for Bitcoin and other cryptocurrencies has skyrocketed in recent years, resulting in wild price movements. Should these volatile digital assets be considered legitimate financial instruments or are they simply a recipe for disaster? In this podcast, Capital Group portfolio manager Mark Casey, investment analyst Douglas Upton and emerging technologies analyst Bobby Esnard dig into the opportunities and risks presented by the crypto craze. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. Related resources:
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| Dividend deep dive | 05 Nov 2021 | 00:41:21 | |
Dividend-paying companies felt the brunt of the global shutdown initiated by COVID. But with the reopening of economies in recent months, many of the hardest-hit companies — and the dividends they pay out to investors — are returning to form. Capital Group portfolio managers Hilda Applbaum, Aline Avzaradel and Caroline Randall discuss how they are approaching today’s dividend revival. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. Related: Dividend growth: The special sauce of long-term investing | |||
| Conversations with Mike Gitlin: Featuring Mark Casey | 20 Jun 2024 | 00:31:49 | |
Capital Group CEO Mike Gitlin interviews Mark Casey, an equity portfolio manager based in our San Francisco office. As a veteran Silicon Valley investor, Mark explains why he believes “digitalization” is a powerful investment theme, how he thinks artificial intelligence will transform certain industries, and the lessons he learned from investing in Google. #CapGroupGlobal
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.
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| What to expect when the Fed tapers | 08 Oct 2021 | 00:33:53 | |
While the Federal Reserve stopped just short of tightening policy in its September meeting, its first move is expected later this year. How could it affect today’s elevated inflation rate? Are interest rate hikes soon to follow – or still a distant worry? Listen and learn what you need to know as a bond investor. Related: The long unwinding road: Our take on Fed tapering and inflation This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Deurbanization: Are big cities in jeopardy? | 24 Sep 2021 | 00:25:32 | |
Big cities experienced a COVID-induced exodus in 2020 as millions of telecommuters headed for the suburbs and other outlying areas. How durable is this change and what could it mean for investors? Capital Group economist Jared Franz shares his view on the deurbanization of America.
For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. | |||
| Sharpen your critical thinking with The Scout Mindset | 10 Sep 2021 | 00:39:34 | |
How we can get better at thinking critically and objectively is the far-reaching topic of this discussion. Author Julia Galef discusses the findings of her new book, The Scout Mindset: Why Some People See Things Clearly and Others Don’t, including why many of us cling to our beliefs without the benefit of good reasoning. Host Matt Miller helps bring the importance of adopting the “scout mindset” front and center to the world of investing. Julia Galef hosts the podcast Rationally Speaking and is the co-founder of the Center for Applied Rationality. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Three Days at Camp David: The secret meeting that transformed the global economy | 27 Aug 2021 | 00:37:02 | |
Jeffrey Garten’s book, Three Days at Camp David: How a Secret Meeting in 1971 Transformed the Global Economy, examines the unlikely events that led to President Richard Nixon’s surprise announcement that the U.S. dollar would no longer be fixed to gold. Here, 50 years later, Garten details the political maneuvering, the now-familiar cast of characters and the themes that resonate for management of the global economy today. Jeffrey E. Garten is dean emeritus at the Yale School of Management, where he teaches courses on the global economy and crisis management. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| What’s next for global bond markets? | 30 Jul 2021 | 00:36:56 | |
Andrew Cormack, a portfolio manager with Capital World Bond Fund®, discusses his outlook for fixed income markets amid a reawakening of the global economy. Will higher inflation dampen bond market returns? When will the Fed raise interest rates? How long will the ECB keep rates in negative territory? Listen in to hear Andrew’s view.
For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. | |||
| How boards work, with author Dambisa Moyo | 02 Jul 2021 | 00:35:18 | |
Corporate boards have been around for nearly 500 years. Yet according to author Dambisa Moyo, the challenges they face today along the “cultural frontier” amount to a new mandate. Moyo discusses her new book, How Boards Work – and How They Can Work Better in a Chaotic World, and explains how boards are handling the demands of geopolitics, new technology and calls for diversity. Dambisa Moyo is author of the New York Times bestsellers Edge of Chaos, Winner Take All and Dead Aid. Moyo regularly contributes to the Wall Street Journal and Financial Times. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Is Big Tech in big trouble? | 18 Jun 2021 | 00:22:51 | |
Increasingly aggressive regulation of the world’s largest and most successful technology companies has been cause for concern among many investors. But how concerned should they be? Four Capital Group investment professionals recently weighed in on the subject. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| “The New Class War” with author Michael Lind | 21 May 2021 | 00:36:53 | |
What factors have given rise to today’s populist rebellion, and what should be the proper response from the dominant elites? Author and academic Michael Lind answers our probing questions about his latest book — “The New Class War: Saving Democracy from the Managerial Elite” — in which he addresses the critical social themes of our time. Michael Lind is a professor of public affairs at the University of Texas at Austin. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. 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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| Investing in Europe’s recovery | 23 Apr 2021 | 00:28:12 | |
Is this the year international stocks will finally overtake the U.S.? Greg Fuss, an equity portfolio manager with American Funds International Vantage Fund(SM), won’t commit, but opportunities he’s finding among companies in Europe and elsewhere give him confidence that the rest of the world is gaining ground. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Investing in China — Revisited | 26 Mar 2021 | 00:24:49 | |
Capital Group investment professionals Winnie Kwan and Kent Chan discuss the outlook for China’s economy and markets as the world’s second largest economy emerges from the pandemic. Winnie Kwan is a portfolio manager with 23 years of investment experience. She holds master’s and bachelor’s degrees in economics from Trinity College at the University of Cambridge. Kent Chan is an investment director with 28 years of investment experience. He holds a bachelor’s in political economics from the University of California, Berkeley. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Columnist David Brooks on "How to Know a Person" | 13 Jun 2024 | 00:18:13 | |
New York Times columnist David Brooks talks about his book, How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen. In a conversation with Capital Group investment professionals, David shares what motivated him to write the book and how his ideas can be applied in work and our personal lives. #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://bit.ly/CG-Gitlin-playlist 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 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2024 Capital Group | |||
| “Don’t eat the pizza” and other bits of investment wisdom | 26 Feb 2021 | 00:39:18 | |
Capital Group’s collegial culture shines through, as three equity portfolio analysts — Mark Casey, Lisa Thompson and Chapman Taylor — share details of a recent “lessons learned” session involving the entire investment team. Hear the compelling, at times quirky, lessons that have helped shape their careers. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Washington focus with Matt Miller | 29 Jan 2021 | 00:45:44 | |
To help investors make sense of the political transition in Washington, we’ve flipped the script and asked our host, Matt Miller, to offer his perspective on the next four years. A political economist, Miller provides insight into the road ahead for the new administration, what the newly aligned Congress could mean for industries like technology and health care, and more. Matt Miller is a policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| The age of Angrynomics | 15 Jan 2021 | 00:28:50 | |
Economist Eric Lonergan discusses his book, “Angrynomics,” which explores how anger has contributed to the rise of divisive politics and unsustainable economic policies. The book, written with coauthor Mark Blyth, also offers some unconventional solutions, as Capital Group’s Matt Miller reveals in this wide-ranging interview. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to the Capital Ideas newsletter. 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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| 2021 Outlook | 31 Dec 2020 | 01:05:29 | |
Join us for a timely discussion of markets and the global economy, plus a detailed look at equity and bond market opportunities. We conclude with implications for portfolio allocations in 2021. To view the additional resource, 2021 Outlook slides, click here [PDF] or copy and paste bit.ly/3tjl9dF into your browser. To view the webinar or attend future webinar events, visit capitalideaswebinars.com. This episode is no longer available for CE credit. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Retiring bond manager charts the path ahead | 11 Dec 2020 | 00:37:54 | |
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 embarking on what he sees as a new phase for the markets. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. Mark Brett is a fixed income portfolio manager with 40 years of investment experience. He is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment. | |||
| Adapt or die: Retailers navigate the pandemic storm | 04 Dec 2020 | 00:32:09 | |
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, while many others are going bankrupt — and there’s not much in between. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. Rachel Bowman is an equity investment analyst who covers U.S. apparel and department stores. She has four years of investment industry experience and she joined Capital Group earlier this year. She holds a degree in chemical engineering from Massachusetts Institute of Technology. | |||
| Health care’s future is now | 22 Oct 2020 | 00:27:53 | |
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 and treatments for COVID-19, it’s little wonder that portfolio manager Rich Wolf says, “There's never been a more exciting time in health care.” Related: Health care innovation reaches warp speed This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. Richmond Wolf is an equity portfolio manager with 23 years of investment experience. As an equity investment analyst, he covers U.S. medical technology companies and REITs. He holds a PhD from the California Institute of Technology and a bachelor’s degree from Princeton. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. Related (Canadian version): Health care innovation reaches warp speed | |||
| Acorns to oaks: 2 views on small-cap stocks | 24 Sep 2020 | 00:35:17 | |
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 investors Greg Wendt and Brad Freer, who share their thoughts on this less-understood asset class. Related: Dreams of 2030: Small caps and the next innovation wave This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. Greg Wendt is an equity portfolio manager and investment analyst with 32 years of experience. He holds an MBA from Harvard and a bachelor's from the University of Chicago. Brad Freer is an equity portfolio manager with 26 years of investment experience. He holds a bachelor's degree from Connecticut College and is a CFA charterholder. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Lessons learned from a half-century of investing | 10 Sep 2020 | 00:30:28 | |
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 for young investors, why she loves small-cap growth companies and more. Claudia Huntington is an equity portfolio manager with 47 years of investment experience. She holds an MBA from Harvard and a bachelor's in economics from Stanford. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights. | |||
| Video games triumph in the stay-at-home era | 27 Aug 2020 | 00:32:45 | |
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 gamers are spending more time than ever playing console, PC and mobile games. Meyer explains why that’s welcome news for investors. Nathan Meyer is an equity investment analyst who covers the video games industry for Capital Group, among other responsibilities. He holds a bachelor's degree in economics and history from Brown University. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit capitalgroup.com/ca for Capital Group insights.
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| U.S. interest rates: Where do we go from here? | 06 Jun 2024 | 00:24:11 | |
Capital Group economist Darrell Spence discusses his outlook for U.S. interest rates, inflation and the economy at the mid-point of 2024. Will the Fed cut rates this year? Is inflation still too high? And what’s the risk of a recession down the road? Darrell tackles those questions and more. #CapGroupGlobal
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| Municipal bond market: 2020 update | 14 Aug 2020 | 00:33:24 | |
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 managers Chad Rach and Mark Marinella for a recap of the volatile year to date; a status report on muni mainstays such as airports, toll roads and hospitals in the midst of the pandemic; and a glimpse at what muni bond investors might expect for the second half of the year. Chad Rach is a fixed income portfolio manager with 27 years of investment experience. He holds an MBA from the University of Chicago and a bachelor’s from Marquette University. Mark Marinella is a fixed income portfolio manager with 33 years of investment experience. He holds an MBA from Boston College and a bachelor's in economics from the University of Massachusetts. He is also a CFA charterholder. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights. | |||
| John Maynard Keynes and The Price of Peace | 17 Jul 2020 | 00:45:44 | |
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, Keynes continues to have broad influence over policymakers around the world, particularly in the aftermath of the 2008–09 financial crisis and the coronavirus outbreak. Zachary Carter is a senior reporter at HuffPost, where he covers Congress, the White House and economic policy. He is a frequent guest on cable news and news radio, and his written work has also appeared in The New Republic, The Nation and The American Prospect, among other outlets. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for the Capital Ideas podcast? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights. Related Links: The Price of Peace: Money, Democracy, and the Life of John Maynard Keynes Hardcover
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| Engineering the future of civilization with Lord John Browne | 10 Jul 2020 | 00:40:10 | |
Engineers may not get the love they deserve, says author Lord John Browne, best known for his transformative tenure as CEO of energy giant BP. In this conversation recorded shortly before the COVID-19 pandemic, Browne explores themes from his latest book, “Make, Think, Imagine: Engineering the Future of Civilization,” chief of which is the critical role engineering has played at the intersection of art and commerce. This reminder of engineering’s ability to meet the world’s challenges and forge a path to progress should strike an optimistic chord for investors and society. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. John Browne, Lord Browne of Madingley, is a British author and businessman best known for his role as chief executive officer of British Petroleum (BP) from 1995 to 2007. This content is published by Capital Client Group, Inc. Do you have any suggested topics for the Capital Ideas podcast? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights. | |||
| What’s next for global equities? | 02 Jul 2020 | 00:30:13 | |
Capital Group portfolio manager Carl Kawaja discusses the outlook for global equity markets in the COVID-19 era. In a wide-ranging interview, Carl offers his view of the remarkable stock market rally since late March, as well as the challenges and opportunities facing investors amid unprecedented levels of market and economic uncertainty. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. Carl Kawaja is an equity portfolio manager with 33 years of investment experience, 28 at Capital Group. He earned an MBA in finance from Columbia Business School and a bachelor's degree in history from Brown University. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights. | |||
| Radical uncertainty | 06 Mar 2020 | 00:30:46 | |
How do leaders make important decisions when the stakes are high, the data is flawed and the outcome is unknowable? Often badly — in part, because they rely on bogus quantification instead of seasoned judgement. That’s one of the themes outlined in a new book by former Bank of England governor Mervyn King and economist John Kay. In this podcast, we explore that perplexing issue at the heart of their newly released book, “Radical Uncertainty: Decision-Making Beyond the Numbers.” Mervyn King, former governor of the Bank of England, is a professor at New York University and emeritus professor at the London School of Economics. He is the author of “Radical Uncertainty” and “The End of Alchemy,” among other books. John Kay is a visiting professor at the London School of Economics and a fellow of St John's College, Oxford University. As the director, he established the Institute for Fiscal Studies as one of Britain's most respected think tanks. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights. | |||
| Coronavirus update: A view from the ground | 27 Feb 2020 | 00:34:55 | |
The outbreak of the coronavirus and concerns about what its rapid spread could mean for global markets and economies have prompted this special episode of Capital Ideas. Hong Kong-based economist Stephen Green discusses the supply-chain disruptions already taking shape, which sectors stand to lose — or gain — from the crisis and how soon “business as usual” might be expected to return to China and global economies. Stephen Green covers Asia from Hong Kong. He has 14 years of investment industry experience, four with Capital. He holds a PhD in government from the London School of Economics and a first-class honors degree in social and political sciences from Cambridge. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights. | |||
| The best of Capital Ideas, vol. 2 | 21 Feb 2020 | 00:44:59 | |
Host Matt Miller takes us on a tour of outstanding moments from recent Capital Ideas podcast episodes, including excerpts from conversations about oil rigs, Teslas, long-term opportunities in Asia and more. Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights. | |||
| Streaming wars | 07 Feb 2020 | 00:35:23 | |
The proliferation of video streaming services has been the most conspicuous change of late in Hollywood’s evolving competition for the consumer dollar. Investment analyst Brad Barrett, who has covered media for 19 years, details what differentiates the key players, how the battle lines are being drawn and what’s at stake for investors. Barrett is a research director and equity investment analyst with responsibility for media, cable and satellite, advertising-driven internet companies and telecommunication services in the U.S. He holds a bachelor’s degree in economics from Claremont McKenna College. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights. | |||
| Oil change: Snapshot of an evolving industry | 24 Jan 2020 | 00:42:19 | |
Today’s global oil industry is experiencing a period of disruption, says investment analyst Jacinto Hernandez. From the technological (the shale revolution) to the geopolitical (rising Middle East tensions) to the environmental (ESG concerns), Hernandez breaks down the forces shaping his outlook and draws from his 19 years covering energy to consider the implications for investors. Jacinto Hernandez is an equity investment analyst with research responsibility for global oil & gas exploration and production, oil services and engineering & construction companies. He has 19 years of investment experience, all with Capital Group. He holds a bachelor’s degree in economics from Stanford University. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights. | |||
| What's next for Brexit? | 10 Jan 2020 | 00:36:10 | |
After three years of political wrangling in the U.K., Brexit finally appears to be moving forward. As the U.K. prepares to leave the European Union, Capital Group economist Robert Lind and political economist Talha Khan share their views on what’s coming next and how it might affect European trade and economic growth in the years ahead. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. Robert Lind is an economist with 31 years of industry experience, two with Capital Group. He previously worked as group chief economist at Anglo American and head of macro research at ABN AMRO. Robert earned a bachelor's degree at Oxford. Talha Khan is a political economist with 10 years of industry experience, all with Capital Group. He holds a master's in international political economy from the London School of Economics and a bachelor's in economics and political science from Macalester College in Minnesota. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. | |||
| Conversations with Mike Gitlin: Featuring Kirstie Spence | 30 May 2024 | 00:34:33 | |
Capital Group CEO Mike Gitlin interviews Kirstie Spence, a fixed income portfolio manager based in our London office. As an emerging markets debt specialist, Kirstie explains how this volatile asset class has evolved over the years, why she travels the world searching for investment opportunities, and how the war in Ukraine has affected her family on a personal level. #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://bit.ly/CG-Gitlin-playlist 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 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2024 Capital Group | |||
| 2020 Outlook | 27 Dec 2019 | 01:00:36 | |
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 to 2020. Rob Lovelace is vice chairman of Capital Group, president of Capital Research and Management Company, and serves on the Capital Group Management Committee. He has 33 years of investment experience. He earned a bachelor's in geology from Princeton and is a CFA charterholder. Darrell Spence is an economist and research director with 26 years of investment experience. He earned a bachelor's degree in economics from Occidental College and is a CFA charterholder. Margaret Steinbach is a fixed income investment director with 12 years of industry experience. She holds a bachelor's in commerce from the University of Virginia and is a CFA charterholder. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights. | |||
| What's in store for the U.S. retail sector? | 13 Dec 2019 | 00:19:26 | |
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. Capital Group retail analyst Jessica Spaly discusses her long-term outlook for the sector amid the hustle and bustle of the holiday shopping season. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. Jessica Spaly is an equity investment analyst with 21 years of experience. She covers U.S. retailing, branded apparel and footwear. She holds an MBA and a bachelor’s degree in economics from Harvard. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. | |||
| A guide to international investing | 29 Nov 2019 | 00:38:34 | |
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 argument for why investors shouldn’t abandon international equities. David Polak leads the investment specialist team and also represents Capital Group's global equity strategies. He has 35 years of investment industry experience. David is based in New York and has a bachelor's in economics from University College London. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. | |||