Capital Ideas Podcast

The new reality of investing in 2024

May 16, 2024

Portfolio managers Jody Jonsson and Chris Buchbinder discuss investment opportunities, AI, tech dividends, and Japan's rise. They explore economic outlook, AI investments, tech bubbles, dividend shifts in tech, and advocating for investor interests in DC and the Pentagon.

26:23

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Episode guests

Chris Buchbinder

Jody Jonsson

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Quick takeaways

Investment landscape evolving with broadening market leadership and opportunities.

Shift towards dividend-paying companies favors mature companies with better earnings growth prospects.

Deep dives

Changing Investment Landscape: New Realities

The investment landscape is evolving, transitioning from a period of declining interest rates and geopolitical stability to a more challenging environment. Factors like de-globalization, geopolitical tensions, and changes in interest rates are broadening market leadership and creating opportunities for stock pickers.

Introduction

2min

Economic Outlook, AI Investments, and Global Opportunities

15min

Navigating Tech Investments: Learning from History's Mistakes

4min

Shifting Landscape of Dividend Investing in Tech Companies

2min

Advocating for Investor Interests and Global Trends in Washington DC and the Pentagon

2min

Insightful Reflections on Congressional Thoughtfulness and Encouragement

2min

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

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Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

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.

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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.

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Capital Ideas Podcast

The new reality of investing in 2024

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Changing Investment Landscape: New Realities

Shift Towards Higher Inflation and Market Dynamics

Investment Opportunities and Dividends Outlook

Remember Everything You Learn from Podcasts