Capital Ideas Podcast

As part of Capital Ideas “10 investment themes for 2022” series, Hong Kong-based portfolio manager Steve Watson explores the challenges and opportunities of investing in China today. As an added bonus, Steve talks about the sweeping changes he’s witnessed in China since he first visited the country 40 years ago. Related resources: 10 investment themes for 2022  Ebook: 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. 

A former U.S. ambassador to Germany weighs in on the geopolitical changes unfolding in Eastern Europe, and two equity portfolio managers share how they are positioning their international portfolios in light of these changes. Related resources: 10 investment themes for 2022  Ebook: 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. 

There's no business like showbusiness. Given the amount of head-spinning disruption in the media & entertainment industry, that sentiment is more valid today than ever. In this podcast, we explore the big-picture trends driving the industry with two Capital Group analysts, Brad Barrett and Mihir Mehta, as part of our series on "10 investment themes for 2022." Is the "metaverse" the future of media, or just a fleeting internet buzz word? Tune in to hear their views. Related resources: 10 investment themes for 2022 article E-book: 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.

This episode, the first in a series of podcasts dedicated to the big, enduring ideas currently on the minds of Capital Group’s investment team, spotlights four of the 10 themes: health care, media, transportation and ESG. Related resources: 10 investment themes for 2022 article 10 investment themes for 2022 ebook 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.

Software companies have seen remarkable growth over the past decade, boosted by the shift to cloud computing and the digital transformation of our lives. But many software stocks that were the darlings of the pandemic era have taken a beating in 2022. Capital Group investment analyst Julien Gaertner discusses how software is changing the world and what’s coming next for leading software companies. Related resource: Storm cloud: Look past turbulence in software stocks  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.

Ready for a deep dive into the world of experimental monetary policy? In this podcast, author Christopher Leonard discusses his new book, The Lords of Easy Money: How the Federal Reserve Broke the American Economy, with Capital Group’s Matt Miller and Anne Vandenabeele. It’s a timely interview as the Fed considers raising interest rates in 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.

Experience the coronavirus pandemic and subsequent economic crisis through the eyes of Capital Group’s investment team. With host Matt Miller as our guide, we revisit the audio moments that epitomized the team’s response to the events of the past two years. You can access full episodes from this “best of” edition here.  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.

With vaccinations widely available and a year’s worth of pent-up consumer demand, shoppers are flocking to stores. That’s great news for retailers since the holiday season makes or breaks their year. Still, new COVID variants and outbreaks threaten an already shaky supply chain. Capital Group analyst Rachel Bowman shares insight into the retail outlook, why discounts are harder to find this year and why it makes sense not to wait too long to knock off your gift list. 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.

Demand for Bitcoin and other cryptocurrencies has skyrocketed in recent years, resulting in wild price movements. Should these volatile digital assets be considered legitimate financial instruments or are they simply a recipe for disaster? In this podcast, Capital Group portfolio manager Mark Casey, investment analyst Douglas Upton and emerging technologies analyst Bobby Esnard dig into the opportunities and risks presented by the crypto craze. 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. Related resources: How to talk to clients about Bitcoin  

Dividend-paying companies felt the brunt of the global shutdown initiated by COVID. But with the reopening of economies in recent months, many of the hardest-hit companies — and the dividends they pay out to investors — are returning to form. Capital Group portfolio managers Hilda Applbaum, Aline Avzaradel and Caroline Randall discuss how they are approaching today’s dividend revival. 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. Related: Dividend growth: The special sauce of long-term investing