Capital Ideas Podcast

What factors have given rise to today’s populist rebellion, and what should be the proper response from the dominant elites? Author and academic Michael Lind answers our probing questions about his latest book — “The New Class War: Saving Democracy from the Managerial Elite” — in which he addresses the critical social themes of our time. Michael Lind is a professor of public affairs at the University of Texas at Austin. 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.  

Is this the year international stocks will finally overtake the U.S.? Greg Fuss, an equity portfolio manager with American Funds International Vantage Fund(SM), won’t commit, but opportunities he’s finding among companies in Europe and elsewhere give him confidence that the rest of the world is gaining ground. 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.

Capital Group investment professionals Winnie Kwan and Kent Chan discuss the outlook for China’s economy and markets as the world’s second largest economy emerges from the pandemic. Winnie Kwan is a portfolio manager with 23 years of investment experience. She holds master’s and bachelor’s degrees in economics from Trinity College at the University of Cambridge. Kent Chan is an investment director with 28 years of investment experience. He holds a bachelor’s in political economics from the University of California, Berkeley. 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.

Capital Group’s collegial culture shines through, as three equity portfolio analysts — Mark Casey, Lisa Thompson and Chapman Taylor — share details of a recent “lessons learned” session involving the entire investment team. Hear the compelling, at times quirky, lessons that have helped shape their careers. 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.

To help investors make sense of the political transition in Washington, we’ve flipped the script and asked our host, Matt Miller, to offer his perspective on the next four years. A political economist, Miller provides insight into the road ahead for the new administration, what the newly aligned Congress could mean for industries like technology and health care, and more. Matt Miller is a policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. 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.

Economist Eric Lonergan discusses his book, “Angrynomics,” which explores how anger has contributed to the rise of divisive politics and unsustainable economic policies. The book, written with coauthor Mark Blyth, also offers some unconventional solutions, as Capital Group’s Matt Miller reveals in this wide-ranging interview. This content is published by Capital Client Group, Inc.  For industry-leading insights, support tools and more, subscribe to the Capital Ideas newsletter. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.  

Join us for a timely discussion of markets and the global economy, plus a detailed look at equity and bond market opportunities. We conclude with implications for portfolio allocations in 2021. To view the additional resource, 2021 Outlook slides, click here [PDF] or copy and paste bit.ly/3tjl9dF into your browser. To view the webinar or attend future webinar events, visit capitalideaswebinars.com. This episode is no longer available for CE credit. 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. 

London-based fixed income portfolio manager Mark Brett is retiring at the end of 2020. Here he distills the perspective gained over his four-decade career into practical guidance for bond investors embarking on what he sees as a new phase for the markets. 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. Mark Brett is a fixed income portfolio manager with 40 years of investment experience. He is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment.

Capital Group equity analyst Rachel Bowman shares her outlook for the U.S. retail sector amid a pandemic-ravaged holiday shopping season. Some retailers are having their best year ever, she notes, while many others are going bankrupt — and there’s not much in between. 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. Rachel Bowman is an equity investment analyst who covers U.S. apparel and department stores. She has four years of investment industry experience and she joined Capital Group earlier this year. She holds a degree in chemical engineering from Massachusetts Institute of Technology.

Medical technology has come a long way in the two decades since the sequencing of the human genome. Given the staggering advances ahead of us, combined with the immediate global need to find a vaccine and treatments for COVID-19, it’s little wonder that portfolio manager Rich Wolf says, “There's never been a more exciting time in health care.” Related: Health care innovation reaches warp speed This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. Richmond Wolf is an equity portfolio manager with 23 years of investment experience. As an equity investment analyst, he covers U.S. medical technology companies and REITs. He holds a PhD from the California Institute of Technology and a bachelor’s degree from Princeton. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. Related (Canadian version): Health care innovation reaches warp speed