Capital Group CEO Mike Gitlin interviews Mark Casey, an equity portfolio manager based in our San Francisco office. As a veteran Silicon Valley investor, Mark explains why he believes “digitalization” is a powerful investment theme, how he thinks artificial intelligence will transform certain industries, and the lessons he learned from investing in Google. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, s...
Jun 20, 2024•32 min
New York Times columnist David Brooks talks about his book, How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen. In a conversation with Capital Group investment professionals, David shares what motivated him to write the book and how his ideas can be applied in work and our personal lives. #CapGroupGlobal For full disclosures, go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalidea...
Jun 13, 2024•18 min
Capital Group economist Darrell Spence discusses his outlook for U.S. interest rates, inflation and the economy at the mid-point of 2024. Will the Fed cut rates this year? Is inflation still too high? And what’s the risk of a recession down the road? Darrell tackles those questions and more. #CapGroupGlobal For full disclosures, go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com . If you’re base...
Jun 06, 2024•24 min
Capital Group CEO Mike Gitlin interviews Kirstie Spence, a fixed income portfolio manager based in our London office. As an emerging markets debt specialist, Kirstie explains how this volatile asset class has evolved over the years, why she travels the world searching for investment opportunities, and how the war in Ukraine has affected her family on a personal level. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas...
May 30, 2024•35 min
Credit markets have remained strong even as interest rates have seesawed amidst uncertainty around Federal Reserve policy. Capital Group portfolio manager Damien McCann discusses the dynamics underpinning bond markets and the approach he takes to multisector income portfolios. #CapGroupGlobal For full disclosures, go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com . If you’re based outside of th...
May 23, 2024•28 min
Capital Group portfolio managers Jody Jonsson and Chris Buchbinder highlight investment opportunities in the U.S. and the world. They discuss artificial intelligence, tech’s dividend strategy and the rise of Japan. This podcast features excerpts from our April 25 webinar, “U.S. and global equity opportunities.” #CapGroupGlobal For full disclosures, go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas....
May 16, 2024•26 min
Capital Group CEO Mike Gitlin interviews Alan Wilson, an equity portfolio manager with 33 years of investment industry experience. Alan shares stories about his early days at Capital, what he learned from the success of Apple’s Steve Jobs, and why he keeps a framed picture of zebras in his office. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com . If you’re bas...
May 09, 2024•30 min
Capital Group portfolio managers Mark Casey and Peter Eliot shine a spotlight on several far-reaching investment trends, including remarkable advances in artificial intelligence, the rapid growth of cloud computing, and the rising popularity of weight-loss drugs. This podcast features excerpts from our March 21 webinar, “The Long View: Megatrends to watch.” #CapGroupGlobal Related material Webinar: The Long View: Megatrends to watch For full disclosures go to capitalgroup.com/global-disclosures ...
May 02, 2024•29 min
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 shifting dynamic, potential impacts of the coming election and broader economic uncertainty. #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...
Apr 25, 2024•24 min
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 revolution and how her teenage daughters help her assess cutting-edge retail trends today. #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 cap...
Apr 18, 2024•29 min
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 Webinar: Asset allocation for 2024 For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com . If you’re based outsi...
Apr 17, 2024•21 min
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 ...
Apr 11, 2024•31 min
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...
Mar 28, 2024•31 min
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 wi...
Mar 21, 2024•26 min
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 ...
Mar 14, 2024•37 min
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...
Mar 07, 2024•20 min
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 ...
Feb 29, 2024•34 min
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 getcapita...
Feb 22, 2024•35 min
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 . Capital...
Feb 15, 2024•26 min
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 . Capital Client Group, Inc. The Capital Ideas website is not intended for use outside the U....
Feb 09, 2024•22 min
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 ...
Feb 01, 2024•19 min
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 . Capital Client Group, Inc. The Capital Ideas website is not ...
Jan 25, 2024•30 min
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. Related resources: Reshoring supply chains: What does it mean for investors? For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com...
Jan 18, 2024•30 min
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 th...
Jan 11, 2024•24 min
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 visi...
Jan 04, 2024•28 min
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 getcapital...
Dec 28, 2023•25 min
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
