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Capital Ideas Investing PodcastEpisodes
Best Episodes of Capital Ideas Investing Podcast
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As pandemic-era stimulus dries up, municipal bond investors must weigh how fundamentals of state and local governments will cope. Capital Group fixed income portfolio manager Lee Chu discusses how she finds value in this space amid this shifti
Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst, Jessica discusses why she was drawn to Amazon in the early days of the e-commerce revoluti
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
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 ju
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 goo
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.
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. #Cap
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 lea
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
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 lo
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 Americ
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 i
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 cont
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 i
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
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 rais
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 event
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 por
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 opportunit
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 res
Got 5 minutes? Host Will McKenna summarizes Capital Group’s 2024 Macroeconomic Outlook report. Hear the latest views from our investment professionals on the path of global economic growth, the direction of interest rates, and a potentially co
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 attentio
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 vie
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 t
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 glimps
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