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. Related resources: Stock market outlook: It's time for diversification For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com . The Capital Ideas website is not intended for use outsid...
Dec 21, 2023•21 min
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 . T...
Dec 14, 2023•30 min
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 us...
Nov 30, 2023•24 min
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 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 i...
Nov 23, 2023•14 min
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 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 vis...
Nov 16, 2023•24 min
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 This content is published by Capital Client Grou...
Nov 09, 2023•27 min
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. Related resources: Emerging markets: Positive signs even as China slows This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at...
Nov 02, 2023•35 min
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. Related resources: New reality for investors: 5 big trends changing markets This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ide...
Oct 26, 2023•34 min
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 Clean hydrogen: Growing opportunities beyond the hype This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, su...
Oct 19, 2023•23 min
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 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...
Oct 12, 2023•28 min
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. Related resources: As the Fed pauses, what's next for inflation and rates? 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 th...
Oct 05, 2023•22 min
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. Related resources: Making the case for international equities 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 web...
Sep 28, 2023•25 min
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. Related resources: Making the case for international equities This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalide...
Sep 21, 2023•31 min
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 This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.co...
Sep 14, 2023•23 min
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 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 websit...
Sep 07, 2023•19 min
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: 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 capital...
Aug 31, 2023•26 min
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.capital...
Aug 24, 2023•24 min
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 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 i...
Aug 16, 2023•25 min
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 This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to...
Aug 10, 2023•29 min
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 leav...
Aug 03, 2023•29 min
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 This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com . T...
Jul 27, 2023•30 min
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 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 we...
Jul 20, 2023•7 min
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 This content is published by Capital Client Group, Inc. For industry-leading insights, suppor...
Jul 13, 2023•21 min
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 This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capit...
Jul 06, 2023•30 min
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 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 inten...
Jun 29, 2023•26 min
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 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...
Jun 22, 2023•35 min
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 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 capitalgr...
Jun 15, 2023•33 min
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 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...
Jun 08, 2023•34 min
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 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 capital...
Jun 01, 2023•28 min
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. Related resources: Why the next economic recovery may be stronger than expected 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...
May 25, 2023•6 min
