Capital Ideas Podcast

Corporate boards have been around for nearly 500 years. Yet according to author Dambisa Moyo, the challenges they face today along the "cultural frontier" amount to a new mandate. Moyo discusses her new book, How Boards Work – and How They Can Work Better in a Chaotic World, and explains how boards are handling the demands of geopolitics, new technology and calls for diversity. Dambisa Moyo is author of the New York Times bestsellers Edge of Chaos, Winner Take All and Dead Aid. Moyo regularly contributes to the Wall Street Journal and Financial Times. 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.

Increasingly aggressive regulation of the world's largest and most successful technology companies has been cause for concern among many investors. But how concerned should they be? Four Capital Group investment professionals recently weighed in on the subject. 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.

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.