Capital Ideas Podcast

The U.S. Federal Reserve’s role has evolved over the past several decades — and not in a good way, says author Lev Menand. A law professor and former economist at the Federal Reserve Bank of New York, Menand argues here — and in his new book, The Fed unbound: Central banking in a time of crisis — that the Fed’s expanded responsibility of backstopping shadow banks and other speculative players during economic downturns serves mainly to enable more (and more severe) financial crises. Related resources: Guide to recessions  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.

How is Capital Group’s investment team managing ahead of a possible recession? We asked four veteran equity portfolio managers how they are positioning their portfolios and where they’re finding opportunities. Related resources: Braving bear markets: 5 lessons from seasoned investors  When volatility is rising, boring is beautiful 10 investment themes for 2022 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.

Where can equity investors look to find opportunities in today’s high-inflation, rising-rate environment? Portfolio manager Diana Wagner and investment analyst Ryan Brown share where they’re seeking safe harbor. Related resources: Midyear Outlook report (PDF)  Midyear Outlook  E-book: 10 investment themes for 2022 This content is published by Capital Client Group, Inc. To view the webinar or attend future webinar events, visit capitalideaswebinars.com. 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.

With global foreign exchange markets changing rapidly, Capital Group currencies analyst Jens Sondergaard shares his outlook on a strong U.S. dollar, a weak euro and a sliding yen that appears to be running away from its reputation as a safe-haven asset. Related Resources:2022 Midyear Outlook E-book: 10 investment themes for 2022 This content is published by Capital Client Group, Inc. 

Our Midyear Outlook for 2022 arrives against a backdrop of high inflation, slowing growth and a looming recession. We checked in with equity portfolio manager Noriko Chen and fixed income portfolio manager Pramod Atluri to get their perspectives on the market and to find out how they’re adapting their portfolios to this most turbulent season. Related resources: Midyear Outlook report (PDF) Midyear Outlook E-book: 10 investment themes for 2022 This content is published by Capital Client Group, Inc. To view the webinar or attend future webinar events, visit capitalideaswebinars.com. 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.

The recent market downturn has not been kind to technology investors. We checked in with veteran equity investment analysts Julien Gaertner and Ryan Brown to get their perspectives on software and social media, respectively. Are these industries at an inflection point? 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.

Just in time for the summer travel season, Capital Group equity analyst Todd Saligman discusses his outlook for the airline industry as it recovers from the worst downturn in its history. With the easing of COVID restrictions in many countries, airlines are one of the top beneficiaries of a global economic reawakening. Related resource: Air travel is taking off again 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.

Recorded live from the New York Stock Exchange, an equity portfolio manager and an equity investment analyst discuss the risks and opportunities of investing in today’s volatile market environment as Capital Group celebrates the launch of its exchange-traded funds. Related resources: 10 investment themes for 2022  E-book: 10 investment themes for 2022  This content is published by Capital Client Group, Inc. To view the webinar or attend future webinar events, visit capitalideaswebinars.com.  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. 

Amid ongoing geopolitical risk, high inflation and rising interest rates, what are the prospects for U.S. equities today? Two portfolio managers who invest in both growth- and value-oriented U.S. stocks across their portfolios offer insight into topics ranging from technology, health care and energy to Bitcoin and the Metaverse. Related resources: 10 investment themes for 2022  E-book: 10 investment themes for 2022  The pros and cons of Bitcoin This content is published by Capital Client Group, Inc. To view the webinar or attend future webinar events, visit capitalideaswebinars.com.  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. 

As the Federal Reserve and other central banks raise interest rates, investors are bracing for the consequences of tighter monetary policy around the world. In this podcast, Capital Group investment professionals offer their thoughts on the impact of high inflation and the trajectory of rising rates, as well as the potential investment implications. Is the era of easy money coming to an end? Tune in to hear their views. Related resources: Is the era of easy money coming to an end? 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.