Capital Ideas Investing Podcast

Thu, 18 Apr 2024 - 28min

236 - Mastering the obvious for investment success

Capital Group portfolio manager Reed Lowenstein shares how active listening and getting the basic details right has helped him build a successful investing career. He explains the importance of holding onto strong convictions lightly and how judgments of corporate leaders help shape his investment decisions.

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

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

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

Webinar: Asset allocation for 2024

Thu, 11 Apr 2024 - 30min

235 - Can the U.S. economy survive higher interest rates?

Capital Group portfolio managers Will Robbins, John Queen and Michelle Black share their views on the stock and bond markets, including the impact of U.S. interest rates that are currently at a 23-year high. This podcast features excerpts from our February 29 webinar, “Asset allocation for 2024.” #CapGroupGlobal

Related material

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

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

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

To stay informed follow us onLinkedIn: https://bit.ly/42uSYbm

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

Wed, 17 Apr 2024 - 21min

234 - Conversations with Mike Gitlin: Featuring Carl Kawaja

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

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

Thu, 28 Mar 2024 - 30min

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

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.

Capital Group, home of American Funds Distributors, Inc. 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

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

To stay informed follow us

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

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

Thu, 21 Mar 2024 - 25min

232 - The American energy juggernaut

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.

Capital Group, home of American Funds Distributors, Inc. 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

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

To stay informed follow us on

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

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

Thu, 14 Mar 2024 - 36min

231 - Why women make great investors

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

Capital Group, home of American Funds Distributors, Inc. 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

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

To stay informed follow us

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

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

Thu, 07 Mar 2024 - 19min

230 - Lessons from a research trip to India

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.

Capital Group, home of American Funds Distributors, Inc. 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

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

To stay informed follow us

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

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

Thu, 29 Feb 2024 - 34min

229 - Conversations with Mike Gitlin: Featuring Rob Lovelace

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

Capital Group, home of American Funds Distributors, Inc. 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

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

To stay informed follow us

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

Clean hydrogen: Growing opportunities beyond the hype

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

Thu, 22 Feb 2024 - 35min

228 - Investing in an election year

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.

American Funds Distributors, Inc.

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

Thu, 15 Feb 2024 - 26min

227 - Waiting for stocks to go on sale

In a stock market driven by highly valued companies, Capital Group portfolio manager Alan Berro prefers to seek out stocks that go on sale. How does he identify them? Research and patience.

Related resources:5 keys to investing in 2024

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclosures.

American Funds Distributors, Inc.

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

Fri, 09 Feb 2024 - 21min

226 - 32 years of investing in a complicated jigsaw puzzle

As he prepares for retirement, Capital Group portfolio manager Jonathan Knowles reflects on 32 years in the investment business. The global equity markets and the macroeconomic environment are a “massively complicated jigsaw puzzle” that continues to humble and perplex him, even as he plans the next chapter of his life.

Related resources:5 keys to investing in 2024

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclosures. American Funds Distributors, Inc. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Thu, 01 Feb 2024 - 19min

225 - Assessing the big gap between large- and small-cap stocks

Capital Group portfolio manager Peter Eliot shares the journey that led him from a career as a value-oriented analyst covering the chemicals industry to a growth investor focused on both small- and large-cap companies.

Related resources:10 investment themes for 2023

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclosures.

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

Thu, 25 Jan 2024 - 29min

224 - Friendshoring: The Rise of Mexico

Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It’s a trend called “Friendshoring.” Listen in as Capital Group analyst Jeff Garcia explains this growing facet of global trade and why it's likely to become even more important in the years ahead.

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

Capital Group, home of American Funds Distributors, Inc.

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

Thu, 18 Jan 2024 - 30min

223 - 2024 Outlook

Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Can stocks continue to build on the powerful gains from 2023? Are bonds in better shape this year? Is the Federal Reserve done raising interest rates? Listen in to hear their views.

Related resources:2024 Outlook Report

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.

Thu, 11 Jan 2024 - 24min

222 - Through the years: An interview with former Capital Group CEO Tim Armour

Tim Armour, Capital Group’s recently retired CEO, reflects on his 40-year career as an analyst, portfolio manager and eventual leader of the company. He shares what he learned along the way and how he navigated some of the biggest market events over the past four decades.

Related resources: 2024 Outlook Report

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.

Thu, 04 Jan 2024 - 28min

221 - The Best of the Capital Ideas Podcast

The final episode of 2023 highlights some of the best moments from the Capital Ideas Podcast this year. Capital Group portfolio managers share their views on everything from investing through periods of crisis, to the power of concentrated portfolios, to the important lessons that emerge from success as well as failure. We also reveal our top book selection of the year.

Related resources:2024 Outlook

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.

Thu, 28 Dec 2023 - 24min

220 - Bringing imagination and creativity to growth investing

Capital Group portfolio Manager Anne-Marie Peterson is always looking out for the next great investment idea whether it revolves around new-economy tech giants or old-economy stalwarts. Listen in to find out where she is identifying opportunities in today’s market.

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.

Thu, 21 Dec 2023 - 21min

219 - Is human insight still relevant in investing?

Amid the rise of artificial intelligence (AI), Capital Group portfolio manager Grant Cambridge says that human insight is more important than ever when it comes to making prudent investment decisions. AI programs may be important tools for research and analysis, he argues, but they will never replace human intuition and sound judgement.

Related resources: AI and the new megacycle for tech

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.

Thu, 14 Dec 2023 - 29min

217 - Acorns to oaks: The power of small-cap stocks

Capital Group investment analyst Will Craig shares his insight into small-cap stocks. Public companies worth $6 billion or less can present attractive pricing opportunities, he explains, simply because not as many investors are paying attention to this promising corner of the financial markets. Related resources:10 investment themes for 2023

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.

Thu, 30 Nov 2023 - 24min

216 - Fed watch: Is inflation under control yet?

Capital Group economist Darrell Spence examines the Federal Reserve’s battle against inflation. Is the Fed going to hit its 2% inflation target? If so, when? And what does it mean for the U.S. economy and interest rates? Darrell shares his view. Related resources: U.S. government debt: We need to talk

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.

Thu, 23 Nov 2023 - 14min

215 - From Jersey to Japan: The merits of global diversification

Capital Group portfolio manager Tomoko Fortune explains how her globally diverse life experience — growing up in New Jersey and Japan — led to an appreciation for global diversity in the investment business. Related resources: 10 investment themes for 2023

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.

Thu, 16 Nov 2023 - 24min

214 - Washington watch: Assessing the U.S. presidential election one year out

Reagan Anderson, Senior Vice President of Government and Regulatory Affairs in Capital Group’s Washington, D.C. office, examines the issues and challenges that are likely to shape the 2024 U.S. presidential election. She also provides a glimpse into how Capital interacts with elected leaders on a wide variety of topics affecting the investment industry. Related resources:Guide to investing in an election year U.S. government debt: We need to talk 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.

Thu, 09 Nov 2023 - 26min

213 - On the hunt for hidden investment opportunities

Capital Group portfolio manager Chapman Taylor describes the rapid pace of change he witnessed firsthand on a recent visit to India, shares his outlook for emerging markets and explains why building relationships with business and political leaders is essential for successful investing.

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.

Thu, 02 Nov 2023 - 34min

212 - The new reality of investing (2024 edition)

As New Perspective Fund® (NPF) celebrates its 50th anniversary, NPF portfolio manager Jody Jonsson shares her outlook for the global equity markets. The tailwind provided by 40 years of declining interest rates is over, she says, and it’s time to think about the new reality of investing.

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.

Thu, 26 Oct 2023 - 33min

211 - Investing in big, structural changes

Capital Group portfolio manager Nick Grace discusses his approach to investing in the long-term transition from fossil fuels to renewable energy. The key, he says, is identifying green energy initiatives that are driven primarily by market economics, not government policy. Related resources:5 trends driving energy markets in 2023

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.

Thu, 19 Oct 2023 - 22min

210 - What Led Zeppelin and investing have in common

Capital Group’s Don O’Neal, a portfolio manager with The Growth Fund of America®, shares stories from a 37-year investing career that began with a nuclear meltdown and spanned some of the greatest bull markets in U.S. history.

Related resources:10 investment themes for 2023

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.

Thu, 12 Oct 2023 - 27min

209 - World view: What’s next for inflation and interest rates?

At a pivotal time for monetary policy around the world, Capital Group fixed income portfolio manager Tom Reithinger offers his outlook for inflation and the impact it’s having on global interest rates.

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.

Thu, 05 Oct 2023 - 21min

208 - You can’t have 100 best friends

Capital Group portfolio manager Michael Cohen shares his thoughts about investing based on three decades of experience in the global equity markets. When it comes to his stock portfolios, there is one thing he’s learned: You can’t have 100 best friends.

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.

Thu, 28 Sep 2023 - 24min

207 - Navigating 23 downturns in 35 years of investing

Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, the circumstances that launched him on a professional life in Asia and Europe, and the importance of avoiding emotional overreactions to stock markets.

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.

Thu, 21 Sep 2023 - 30min

206 - Are video games recession proof?

Video games may be fun to play, but are they also recession proof? Will avid gamers continue to play no matter how bad the economy gets? We explore that question with equity analyst Nathan Meyer, who covers the fast-growing video games industry for Capital Group.

Related resources:

U.S. economy hit by rolling recession

Guide to recessions

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.

Thu, 14 Sep 2023 - 22min

205 - Literary love: 6 book ideas from Capital’s investment team

Looking for some good reading material? We’ve got you covered. Here are six compelling titles taken straight from the shelves of Capital Group investment professionals — along with some literary thoughts from our political economist and published author Matt Miller. Related resources:6 books for summer reading 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.

Thu, 07 Sep 2023 - 19min

204 - Emerging markets re-emerging

Emerging market investment opportunities are broadening beyond China to include India, Vietnam and Mexico. Veteran portfolio manager Brad Freer explains how nearshoring and the “China Plus One” strategy could benefit investors. Related resources: 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.

Thu, 31 Aug 2023 - 26min

203 - Lessons over 50 years of fixed income investing, part 2

As Capital Group celebrates 50 years of managing fixed income portfolios, longtime bond investors share some memorable experiences and lessons learned. The second of a two-part series features retired portfolio manager Mark Brett, who served as principal investment officer for Intermediate Bond Fund of America®, and current portfolio manager David Daigle, principal investment officer for American High-Income Trust®.

Related resources:

4 lessons from 50 years of bond investing https://www.capitalgroup.com/advisor/insights/articles/4-lessons-50-years-bond-investing.html

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.

Thu, 24 Aug 2023 - 24min

202 - Investing through crisis

What’s it like to manage stocks through periods of crisis? That’s what Capital Group portfolio manager Justin Toner learned in his first weeks on the job in September 2001 — and then continued to learn through the great financial crisis, the pandemic and beyond.

Related resources: 2023 Midyear Outlook

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.

Wed, 16 Aug 2023 - 25min

201 - Semiconductor industry emerges stronger from the pandemic

Capital Group analyst Isaac Sudit shares his outlook for the semiconductor industry. What’s with all the hype surrounding artificial intelligence? Why are electric vehicles so important? And how has the pandemic fundamentally transformed the business of designing, manufacturing and selling computer chips? Tune in to find out.

Related resources:

10 investment themes for 2023

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.

Thu, 10 Aug 2023 - 28min

200 - Lessons over 50 years of fixed income investing, part 1

As Capital Group celebrates the 50th anniversary of it’s debut in the business of fixed income management, long-tenured present and retired portfolio managers share some memorable experiences and lessons learned. The first of a two-part series features current portfolio manager Kirstie Spence, who focuses on emerging markets debt, and retired portfolio manager John Smet, who also served as principal investment officer for The Bond Fund of America®.

Related resources:

Bond outlook: Fed pause leaves many paths to income potential

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.

Thu, 03 Aug 2023 - 29min

199 - 2023 Midyear Outlook

Capital Group portfolio managers Caroline Randall and Pramod Atluri share their outlook for the economy and markets. Can U.S. stocks continue to rally in the face of recession fears? Is the Federal Reserve done raising interest rates? Tune in to hear their views.

Related resources:

Midyear Outlook report

10 investment themes for 2023

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.

Thu, 27 Jul 2023 - 29min

198 - Guide to market recoveries

Bear markets can feel like they last forever when we’re in them, but the good news is they have been relatively short compared to market recoveries. Investors who find the courage and conviction to stick to their long-term plan are often rewarded as markets bounce back.

Related resources: Guide to market recoveries

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.

Thu, 20 Jul 2023 - 06min

197 - 3 lessons from a lifelong tech investor

After 38 years as an equity investment analyst and portfolio manager at Capital Group, Larry Solomon has retired. Here, he shares his early experiences in tech investing when he rubbed shoulders with Bill Gates and Steve Jobs, as well as more recent lessons about investing aggressively through the pandemic to position his portfolios for long-term success.

Related resources:10 investment themes for 2023

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.

Thu, 13 Jul 2023 - 20min

196 - How AI could change the investment landscape

Artificial intelligence, or AI, has commanded the attention of investors this year as it enters a new phase of business and consumer adoption. In this podcast, three Capital Group analysts discuss the investment implications for this technology, as well as the pitfalls that may lie ahead.

Related resources: AI: What it means for investors

10 investment themes for 2023

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.

Thu, 06 Jul 2023 - 30min

195 - Trying to avoid investment mistakes

One of the best ways to make money is to avoid losing it in the first place. That’s why Capital Group portfolio manager Jeff Lager tries to avoid making investment mistakes, and why he tries to build portfolios that are able to withstand recessions. Related resources:10 investment themes for 2023

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.

Thu, 29 Jun 2023 - 25min

194 - Is the bear market over?

Capital Group portfolio manager Greg Wendt discusses the lessons he has learned from 35 years of investing in stocks. And he addresses a question on the minds of many investors today: Is the bear market of 2022 finally over? Related resources: 10 investment themes for 2023

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.

Thu, 22 Jun 2023 - 35min

193 - High yield bonds: Avoiding the peaks and valleys

Capital Group portfolio manager Shannon Ward shares her outlook on the U.S. high yield bond market and how she seeks to avoid the peaks and valleys of an asset class with inherently higher risks. Related resources: 10 investment themes for 2023

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.

Thu, 15 Jun 2023 - 33min

192 - The power of concentration

How can you have concentration and diversification in the same investment portfolio? Listen and find out in this fascinating discussion with Capital Group portfolio manager Martin Jacobs.

Related resources: 10 investment themes for 2023

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.

Thu, 08 Jun 2023 - 33min

191 - Investing in a technicolor world

Capital Group portfolio manager Lisa Thompson offers her thoughts on the changing path of globalization, a brighter outlook for emerging markets and why she enjoys investing in a technicolor world.

Related resources: 10 investment themes for 2023

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.

Thu, 01 Jun 2023 - 28min

190 - 3 reasons for a strong potential recovery

Economist Jared Franz sees the potential for a stronger than normal recovery after a long-anticipated recession. Host Will McKenna highlights the three forces Franz expects will combine to give the U.S. a boost coming out of this slowdown.

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.

Thu, 25 May 2023 - 05min

189 - Debt ceiling showdown approaches 11th hour

As U.S. lawmakers wrangle over raising the federal debt ceiling, Capital Group political economist Matt Miller and fixed income portfolio manager Tom Hollenberg discuss the investment implications of a potential default.

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.

Thu, 18 May 2023 - 15min

188 - The dividend decade

Capital Group portfolio manager Caroline Randall shares her views on why dividends may be a more significant and stable contributor to total returns for investors. Plus, how she is finding dividend opportunities in the energy, health care and industrial sectors.

Related resources: 10 investment themes for 2023

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.

Thu, 11 May 2023 - 11min

187 - The Art of Stock Picking

Capital Group portfolio manager Diana Wagner shares her views on finding opportunities in the aftermath of the banking crisis and in the “picks and shovels” of AI, as well as why she believes investment management is a truth-seeking business. Related resources: 10 investment themes for 2023 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.

Fri, 05 May 2023 - 23min

186 - Tech sector turnaround: Will it last?

Capital Group portfolio manager Chris Buchbinder discusses the turnaround in the tech sector, the new focus on profitable growth rather than growth at any cost and why some of tech's fallen angels are flying again. Related resources:10 investment themes for 2023

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.

Fri, 28 Apr 2023 - 12min

185 - Tech innovation creates health care investment opportunities

Capital Group portfolio manager Rich Wolf shares his views on the intersection of tech and the health care industry. Learn how tech innovation – including AI – is creating health care investment opportunities. Related resources: 10 investment themes for 2023 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.

Fri, 21 Apr 2023 - 26min

184 - 10 lessons from 2008 that apply today

Series host Will McKenna covers 10 timely lessons portfolio manager and former banking analyst Will Robbins learned from his experience covering banks during the global financial crisis. Related resources:

10 investing lessons from 2008 that apply today

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.

Fri, 14 Apr 2023 - 06min

183 - Why the world keeps getting better

Capital Group portfolio manager Carl Kawaja shares his views on growth versus value investing, whether international markets will ever again outpace U.S. equities, and why he believes the world keeps getting better.

Related resources: 10 investment themes for 2023https://www.capitalgroup.com/advisor/insights/articles/10-investment-themes.html 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.

Fri, 07 Apr 2023 - 26min

182 - New growth investing opportunities, part 2

In a wide-ranging interview, Capital Group portfolio manager Mark Casey discusses the recent collapse of Silicon Valley Bank, the rapid pace of technology innovation, the 2022 stock market sell-off, and the evolution of cryptocurrencies — Bitcoin, in particular.

Related resources:3 views on the future of growth investing 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.

Fri, 31 Mar 2023 - 33min

181 - Making sense of banking sector turmoil

Capital Group equity portfolio manager Will Robbins discusses the recent bank failures in the U.S. and offers his views on how investors can navigate near-term market volatility. A former banking analyst, Robbins also shares his perspective from past banking crises and the potential path forward for the Federal Reserve and other central banks. Related resources: What the SVB collapse means for investors 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.

Wed, 22 Mar 2023 - 15min

180 - 10 investment themes for 2023

Series host Will McKenna hits the highlights from our new e-book: 10 investment themes for 2023. Find out which trends Capital Group portfolio managers are monitoring and where they see investment opportunities.

Go to 10investmentthemes.com to download a copy of the e-book.

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.

Fri, 17 Mar 2023 - 08min

179 - New growth investing opportunities, part I

After a rough 2022, where can equity investors find growth opportunities? Equity portfolio manager Cheryl Frank discusses how she’s navigating an increasingly competitive tech sector, why company CEOs should make a habit of under-promising and over-delivering, and what inspired her to pursue an investment career growing up in Vermont.

This episode is part of Capital Group’s “10 investment themes for 2023” series. Go to 10investmentthemes.com for more information.

Related resource:

10 investment themes for 2023 report

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.

Fri, 10 Mar 2023 - 21min

178 - International markets outlook for 2023

Has equity investing outside the U.S. dropped off your radar? Host Will McKenna recaps five critical insights from three veteran portfolio managers featured in a recent Capital Ideas article that may make you think again. If you haven’t considered the effect of a weakening U.S. dollar or the opportunity set for dividends among companies outside the U.S., then be sure to listen for actionable ideas that might turn you into a borderless investor.

Related resource:

International markets outlook for 2023 (article)

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.

Fri, 03 Mar 2023 - 08min

177 - Is the 60/40 portfolio still a good investment strategy?

If 2022 represented an inflection point — that rare year when investors saw stocks and bonds decline in tandem — then who better to hear from today than Hilda Applbaum, one of the rare Capital Group portfolio managers who invests in both. Listen as Hilda, a 36-year industry veteran, weighs in on her fondness for pick-and-shovel companies, the return of dividend investing and the future of the 60/40 portfolio. (Hint: It’s not as bleak as you may think.)

Related resource:

3 reasons why 60/40 portfolios may make a comeback

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.

Fri, 24 Feb 2023 - 20min

176 - 5 keys to investing in 2023

Got five minutes? Host Will McKenna recaps five keys to investing in 2023, based on insights from three veteran Capital Group portfolio managers. If you’re wary of international stocks or still reeling from how your bond portfolio fared in 2022, you’ll want to hear these actionable ideas for the year ahead.

Related resource:

5 keys to investing in 2023

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.

Fri, 17 Feb 2023 - 07min

175 - The AI inflection point, with Martin Romo

Given the broader equity market leadership today following technology’s decade of dominance, how should investors think about the once-mighty tech sector? Equity portfolio manager Martin Romo finds that the pace of innovation is only increasing, and that artificial intelligence in particular has reached an inflection point. Still in its infancy, AI is following in the footsteps of mobile and the cloud in the impact it’s having on industries, companies and products. Listen as Martin shares the opportunities he’s finding in battered, but not broken, tech stocks.

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.

Fri, 10 Feb 2023 - 19min

174 - Could we be witnessing an industrial renaissance?

Will the growth of renewable energy help usher in a new industrial renaissance? Judging from the early momentum of this dynamic movement — which is getting a funding boost from the recently passed Inflation Reduction Act — it’s highly probable, say equity investment analysts Gigi Pardasani and Dominic Phillips. Here they address the arguments of renewables skeptics and suggest areas of opportunity for long-term investors.

Related resource:

4 trends that could power an industrial renaissance

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.

Fri, 27 Jan 2023 - 35min

173 - 2023 Outlook

This highly anticipated year-end conversation addresses opportunities and risks for investors in 2023 against the backdrop of a looming recession. Equity portfolio manager Jody Jonsson and head of fixed income Mike Gitlin share actionable ideas and insights for investing in the year ahead.

To view the additional resource 2023 Outlook slides, click here [PDF] or copy and paste bit.ly/3WRjBUt into your browser.

Related resources:

2023 Outlook report

2023 Outlook

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.

Fri, 13 Jan 2023 - 53min

172 - Bond market opportunities in 2023

A must-listen for bond investors and advisors, this informative conversation details areas of the bond market that present promising opportunities for the year ahead. Capital Group head of fixed income Mike Gitlin, along with portfolio managers Damien McCann and Vince Gonzales, help sort out today’s complex investing picture and arrive at a key conclusion: Bonds are back.

To view the additional resource Bond market opportunities in 2023 slides, click here [PDF] or copy and paste bit.ly/3YxfD4t into your browser.

Related resources:

Rising yields put bond markets back on the road to normal

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.

Fri, 30 Dec 2022 - 49min

171 - Finding value in volatility

Where can investors find value in today’s volatile bear market? Listen as equity portfolio managers Caroline Randall and Paul Benjamin — whose portfolio responsibilities include value-oriented strategies — share their perspectives on energy, utilities, defense and other dividend-paying sectors in this difficult investing environment.

Related resource:

Investing ideas from the Farnborough International Airshow

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.

Fri, 16 Dec 2022 - 46min

170 - Airshow confidential: Is aerospace taking off?

Fresh from the first in-person international airshow since the start of the pandemic, equity portfolio managers Lara Pellini and Jason Smith share insights into the state of the aerospace industry. They discuss where they see opportunities and how face-to-face interaction with managements and colleagues makes a difference.

Related resource:

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.

Fri, 02 Dec 2022 - 32min

169 - The revenge of brick-and-mortar retail?

Even with the disruptions of the pandemic, retailers have enjoyed record sales the last two years. And with life going back to normal, shoppers have re-embraced in-store shopping. But could decades-high inflation bring the shopping spree to an end? Capital Group analyst Rachel Bowman shares insight into retailers’ strategies to help offload bloated inventories and how — despite online shopping’s popularity — 80% of total shopping still happens in brick-and-mortar stores.

Related resource:

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.

Fri, 18 Nov 2022 - 35min

168 - Recession watch

A U.S. recession is looming, but how long — and difficult — is it likely to be? Economists Darrell Spence and Jared Franz offer their latest thinking on the bear market, and equity portfolio manager Justin Toner shares how he’s investing during this volatile period.

Related resources:

Can midterm elections move markets? 5 charts to watch

Rob Lovelace on all-weather investing

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.

Fri, 04 Nov 2022 - 52min

167 - U.S. midterm elections: Who will prevail?

Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections ahead of the November 8 contest. Will Republicans ride a “red wave” back into power, or will Democrats maintain slim majorities in the House and Senate? Tune in to hear Matt’s view on that, and what the outcome could mean for financial markets.

Related Resources:

Can midterm elections move markets? 5 charts to watch

U.S. midterm elections: Will the House flip?

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.

Thu, 20 Oct 2022 - 37min

166 - Chip War with author Chris Miller

Author Chris Miller offers an overview of his new book, Chip War: The Fight for the World's Most Critical Technology. In this podcast, Miller discusses the geopolitical struggle to both expand and control the semiconductor industry. The outcome, he argues, could have major implications for technological leadership, the global economy and national security. Related Resources:Semiconductors could be the new oil: Here’s why 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.

Fri, 07 Oct 2022 - 19min

165 - COVID distortions fanned the flames of inflation

Why has inflation remained so high for so long? Will it stay with us or eventually fade away? In this podcast, Capital Group portfolio manager Julian Abdey offers his view on those pivotal questions, along with some insightful thoughts on what it means for the markets and the economy going forward. Related Resources:Is high inflation the ultimate pandemic distortion? 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.

Fri, 23 Sep 2022 - 26min

164 - The Fed Unbound with author Lev Menand

The U.S. Federal Reserve’s role has evolved over the past several decades — and not in a good way, says author Lev Menand. A law professor and former economist at the Federal Reserve Bank of New York, Menand argues here — and in his new book, The Fed unbound: Central banking in a time of crisis — that the Fed’s expanded responsibility of backstopping shadow banks and other speculative players during economic downturns serves mainly to enable more (and more severe) financial crises.

Related resources:

Guide to recessions

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.

Fri, 09 Sep 2022 - 38min

163 - 4 portfolio managers on braving bear markets

How is Capital Group’s investment team managing ahead of a possible recession? We asked four veteran equity portfolio managers how they are positioning their portfolios and where they’re finding opportunities.

Related resources:

Braving bear markets: 5 lessons from seasoned investors

When volatility is rising, boring is beautiful

Midyear Outlook report (PDF)

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.

Fri, 26 Aug 2022 - 32min

162 - All-weather investing amid the storm

Where can equity investors look to find opportunities in today’s high-inflation, rising-rate environment? Portfolio manager Diana Wagner and investment analyst Ryan Brown share where they’re seeking safe harbor.

Related resources:

Midyear Outlook

Midyear Outlook report (PDF)

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.

Fri, 12 Aug 2022 - 54min

161 - From the dollar to bitcoin: Currency deep dive

With global foreign exchange markets changing rapidly, Capital Group currencies analyst Jens Sondergaard shares his outlook on a strong U.S. dollar, a weak euro and a sliding yen that appears to be running away from its reputation as a safe-haven asset. Related Resources:2022 Midyear Outlook E-book: 10 investment themes for 2022

Fri, 29 Jul 2022 - 36min

160 - Midyear Outlook

Our Midyear Outlook for 2022 arrives against a backdrop of high inflation, slowing growth and a looming recession. We checked in with equity portfolio manager Noriko Chen and fixed income portfolio manager Pramod Atluri to get their perspectives on the market and to find out how they’re adapting their portfolios to this most turbulent season.

Related resources:

Midyear Outlook

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.

Fri, 15 Jul 2022 - 49min

159 - Talking tech: Software and social media

The recent market downturn has not been kind to technology investors. We checked in with veteran equity investment analysts Julien Gaertner and Ryan Brown to get their perspectives on software and social media, respectively. Are these industries at an inflection point?

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.

Fri, 01 Jul 2022 - 36min

158 - Wheels up: The return of air travel

Just in time for the summer travel season, Capital Group equity analyst Todd Saligman discusses his outlook for the airline industry as it recovers from the worst downturn in its history. With the easing of COVID restrictions in many countries, airlines are one of the top beneficiaries of a global economic reawakening.

Related resource: Air travel is taking off again

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.

Fri, 24 Jun 2022 - 23min

157 - Seeking opportunities in an uncertain world

Recorded live from the New York Stock Exchange, an equity portfolio manager and an equity investment analyst discuss the risks and opportunities of investing in today’s volatile market environment as Capital Group celebrates the launch of its exchange-traded funds.

Related resources:

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.

Fri, 03 Jun 2022 - 48min

156 - What's next for U.S. equities?

Amid ongoing geopolitical risk, high inflation and rising interest rates, what are the prospects for U.S. equities today? Two portfolio managers who invest in both growth- and value-oriented U.S. stocks across their portfolios offer insight into topics ranging from technology, health care and energy to Bitcoin and the Metaverse.

Related resources:

The pros and cons of Bitcoin

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.

Fri, 20 May 2022 - 54min

155 - Fed rate hikes: How high will they go?

As the Federal Reserve and other central banks raise interest rates, investors are bracing for the consequences of tighter monetary policy around the world. In this podcast, Capital Group investment professionals offer their thoughts on the impact of high inflation and the trajectory of rising rates, as well as the potential investment implications. Is the era of easy money coming to an end? Tune in to hear their views. Related resources: Is the era of easy money coming to an end? 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.

Fri, 06 May 2022 - 23min

154 - China then and now, with portfolio manager Steve Watson

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

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.

Fri, 22 Apr 2022 - 26min

153 - International investing in volatile markets

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: