Capital Ideas Podcast

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.

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.