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
May 18, 2023 • 16min
Debt ceiling showdown approaches 11th hour
As U.S. lawmakers wrangle over raising the federal debt ceiling, Capital Group political economist Matt Miller and fixed income portfolio manager Tom Hollenberg discuss the investment implications of a potential default. Related resources:Debt ceiling showdown: Should investors worry? 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.
May 11, 2023 • 11min
The dividend decade
Capital Group portfolio manager Caroline Randall shares her views on why dividends may be a more significant and stable contributor to total returns for investors. Plus, how she is finding dividend opportunities in the energy, health care and industrial sectors. 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.
5 snips
May 5, 2023 • 24min
The Art of Stock Picking
Capital Group portfolio manager Diana Wagner shares her views on finding opportunities in the aftermath of the banking crisis and in the “picks and shovels” of AI, as well as why she believes investment management is a truth-seeking 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 visit capitalgroup.com/ca for Capital Group insights.
4 snips
Apr 28, 2023 • 13min
Tech sector turnaround: Will it last?
Capital Group portfolio manager Chris Buchbinder discusses the turnaround in the tech sector, the new focus on profitable growth rather than growth at any cost and why some of tech's fallen angels are flying again. 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.
Apr 21, 2023 • 26min
Tech innovation creates health care investment opportunities
Capital Group portfolio manager Rich Wolf shares his views on the intersection of tech and the health care industry. Learn how tech innovation – including AI – is creating health care investment opportunities. 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.
Apr 14, 2023 • 6min
10 lessons from 2008 that apply today
Series host Will McKenna covers 10 timely lessons portfolio manager and former banking analyst Will Robbins learned from his experience covering banks during the global financial crisis. Related resources: 10 investing lessons from 2008 that apply today 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.
Apr 7, 2023 • 26min
Why the world keeps getting better
Capital Group portfolio manager Carl Kawaja shares his views on growth versus value investing, whether international markets will ever again outpace U.S. equities, and why he believes the world keeps getting better. Related resources: 10 investment themes for 2023https://www.capitalgroup.com/advisor/insights/articles/10-investment-themes.html 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.
Mar 31, 2023 • 32min
New growth investing opportunities, part 2
In a wide-ranging interview, Capital Group portfolio manager Mark Casey discusses the recent collapse of Silicon Valley Bank, the rapid pace of technology innovation, the 2022 stock market sell-off, and the evolution of cryptocurrencies — Bitcoin, in particular. Related resources:3 views on the future of growth investing 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.
Mar 22, 2023 • 15min
Making sense of banking sector turmoil
Capital Group equity portfolio manager Will Robbins discusses the recent bank failures in the U.S. and offers his views on how investors can navigate near-term market volatility. A former banking analyst, Robbins also shares his perspective from past banking crises and the potential path forward for the Federal Reserve and other central banks. Related resources: What the SVB collapse means for investors 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.
Mar 17, 2023 • 8min
10 investment themes for 2023
Series host Will McKenna hits the highlights from our new e-book: 10 investment themes for 2023. Find out which trends Capital Group portfolio managers are monitoring and where they see investment opportunities. Go to 10investmentthemes.com to download a copy of the e-book. Related resources: 10 investment themes for 2023 article 10 investment themes for 2023 webinar 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.
