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 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 v...
Apr 21, 2023•26 min
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 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 ...
Apr 14, 2023•6 min
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 2023 https://www.capitalgroup.com/advisor/insights/articles/10-investment-themes.html This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalide...
Apr 07, 2023•26 min
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 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 I...
Mar 31, 2023•32 min
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 This content is published by Capital Client Group, Inc. For industry-leading insights, suppor...
Mar 22, 2023•15 min
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. Related resources: 10 investment themes for 2023 article 10 investment themes for 2023 webinar This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capita...
Mar 17, 2023•8 min
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 ...
Mar 10, 2023•22 min
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...
Mar 03, 2023•8 min
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 portf...
Feb 24, 2023•21 min
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 This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getc...
Feb 17, 2023•7 min
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 op...
Feb 10, 2023•19 min
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 This...
Jan 27, 2023•36 min
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: E-book: Guide to Recessions This content is published by Capital Client Group, Inc. To view the webinar or attend future webinar events, visit cap...
Dec 16, 2022•46 min
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: Investing ideas from the Farnborough International Airshow This content is published by Capital Client Group, Inc. For industry-leading insights, support too...
Dec 02, 2022•32 min
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: E-book...
Nov 18, 2022•36 min
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: E-book: Guide to Recessions Can midterm elections move markets? 5 charts to watch Rob Lovelace on all-weather investing This content is published by Capital Client Group, Inc. To view the webinar or attend future w...
Nov 04, 2022•53 min
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? This content is published by Capital C...
Oct 20, 2022•37 min
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 This content is published by Capital Client Group, Inc. For industry-lead...
Oct 07, 2022•20 min
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? This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capit...
Sep 23, 2022•26 min
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 resou...
Sep 09, 2022•38 min
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 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 ...
Aug 26, 2022•33 min
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 report (PDF) Midyear Outlook E-book: 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...
Aug 12, 2022•54 min
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 This content is published by Capital Client Group, Inc....
Jul 29, 2022•37 min
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 report (PDF) Midyear Outlook E-book: 10 investment themes for 2022 This content is published by Capital Client Group, In...
Jul 15, 2022•49 min
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? 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. ...
Jul 01, 2022•37 min
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 This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capita...
Jun 24, 2022•24 min
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: 10 investment themes for 2022 E-book: 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 i...
Jun 03, 2022•48 min
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: 10 investment themes for 2022 E-book: 10 investment themes for 2022 The pros and cons of Bitcoin This content is published by Capital Client Group, In...
May 20, 2022•54 min
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? This content i...
May 06, 2022•23 min
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: 10 investment themes for 2022 Ebook: 10 investment themes for 2022 This content is published by Capital Client Group, Inc. For industry-leading insights, support tools...
Apr 22, 2022•27 min
