Capital Ideas Podcast

Capital Group economist Darrell Spence provides insights on the U.S. interest rates and inflation trends, discussing the Fed's stance on rate cuts and the risk of a recession. The podcast explores challenges in inflation control, the impact of rising rates on the stock market, and the outlook for interest rates in 2025 and beyond.

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 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 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. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us: LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital GroupCapital 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. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2024 Capital Group

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 the U.S., visit capitalgroup.com for Capital Group insights. 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. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ 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. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2024 Capital Group

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.

Alan Wilson, equity portfolio manager with 33 years of experience, shares insights from his career at Capital Group and lessons learned from Steve Jobs. He discusses stepping out of comfort zones in investing, the importance of individuality, and applying unique perspectives in decision-making.

Explore the transformative power of artificial intelligence and the potential investment opportunities it brings. Discover the impact of weight-loss drugs on health and industries. Dive into the advancements in pharmaceuticals, drug discovery, and the resurgence of nuclear power for sustainable energy solutions.

Capital Group fixed income portfolio manager Lee Chu discusses the impact of pandemic-era stimulus drying up on municipal bond investing, potential election impacts, complexities of municipal bond market, and insights on opportunities and challenges in the market.

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 capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist For full disclosures go to capitalgroup.com/global-disclosures 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. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed follow us: LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ 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. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2024 Capital Group

Portfolio managers discuss the impact of U.S. interest rates hitting a 23-year high on stocks and bonds, exploring investment opportunities beyond tech giants. Global economic analysis highlights divergent growth and asset allocation strategies for 2024. Effects of higher yields on fixed income investments and equity market reactions to rate cuts are also analyzed.

Capital Group portfolio manager Reed Lowenstein discusses the importance of active listening, holding strong convictions lightly, and judging corporate leaders for successful investing. He highlights the significance of expertise, humility, and quality bias in making informed investment decisions. The podcast also explores managing diverse investment strategies, navigating financial crises, and providing advice for successful investing.