Capital Ideas Podcast
Capital Group
Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world’s largest investment management organizations. Each week we’ll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group.
Capital Client Group, Inc.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
For full disclosures go to capitalgroup.com/global-disclosures.
Capital Client Group, Inc.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
For full disclosures go to capitalgroup.com/global-disclosures.
Episodes
Mentioned books
17 snips
Dec 21, 2023 • 21min
Bringing imagination and creativity to growth investing
Anne-Marie Peterson, Capital Group portfolio Manager, discusses the creativity needed in growth investing and identifies opportunities in tech giants and old-economy stocks. She explores the impact of AI on the industrial sector, US market investments, and the importance of backing CEOs with vision and passion in investment strategies.
Dec 14, 2023 • 30min
Is human insight still relevant in investing?
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. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
Nov 30, 2023 • 24min
Acorns to oaks: The power of small-cap stocks
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 use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
Nov 23, 2023 • 14min
Fed watch: Is inflation under control yet?
An economist examines the Fed's battle with inflation, predicting their actions on interest rates in 2024. The challenges and consequences of the Fed's target inflation rate are explored. The podcast also analyzes the Fed's reaction to disinflation and the likelihood of a recession. Expressions of gratitude and sponsor acknowledgement conclude the podcast.
Nov 16, 2023 • 24min
From Jersey to Japan: The merits of global diversification
Portfolio manager Tomoko Fortune discusses her globally diverse life experience and how it led to an appreciation for global diversity in the investment business. Topics include transitioning from Japan to the US, lessons learned as a portfolio manager, the implications of AI on various sectors, successful investments with Netflix, and favorite parts of the job.
Nov 9, 2023 • 27min
Washington watch: Assessing the U.S. presidential election one year out
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 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/ca for Capital Group insights.
Nov 2, 2023 • 35min
On the hunt for hidden investment opportunities
Portfolio manager discusses rapid change in India, outlook for emerging markets, and building relationships. India's potential as an alternative supply chain. Importance of information networks in investment decisions. Examples of successful and failed investments. Experiences with traditional clothing in Southeast Asia.
5 snips
Oct 26, 2023 • 34min
The new reality of investing (2024 edition)
Portfolio manager Jody Jonsson shares her outlook for the global equity markets in 2024, discussing topics such as changing geopolitical landscape, inflation, interest rates, and the importance of company selection. They also speculate on potential market shifts, highlight challenges for the European market in adopting electric vehicles, and discuss surprising events of 2023. Additionally, they explore personal hobbies such as flying and analyze aerospace investments. The speaker discusses their early life and influences in investing.
Oct 19, 2023 • 23min
Investing in big, structural changes
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, 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/ca for Capital Group insights.
Oct 12, 2023 • 28min
What Led Zeppelin and investing have in common
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 U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
