Capital Ideas Podcast

Long-term international investors who focus primarily on China may be missing the bigger picture. In his latest book, The Future Is Asian, global strategy advisor and author Parag Khanna argues that a “fourth wave” of Asian growth — essentially the rest of Asia — is hiding in plain sight. Here Khanna discusses common Western misperceptions of Asia’s economic place in the world and offers eye-opening statistics that could lead many of us to rethink our investment assumptions. Your host Matt Miller is the 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.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

Portfolio manager Alan Wilson trained at MIT to be a civil engineer. Turns out, those skills transfer nicely to the stock market — building strong portfolios instead of towering skyscrapers. In this podcast, Wilson discusses his outlook for U.S. equities and his thoughts on investing in an aging bull market. Alan Wilson is an equity portfolio manager with 34 years of investment experience, 28 with Capital Group. Earlier in his career, he covered U.S. construction and energy companies, among other sectors. He holds an MBA from Harvard and a bachelor’s in civil engineering from MIT. Your host Matt Miller is a political economist at 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.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Portfolio manager Jody Jonsson, head of fixed income Mike Gitlin and economist Darrell Spence share their thoughts on global equities, fixed income and economies as they look ahead to the remainder of 2019 and beyond. Want continuing education credit? Financial professionals (CFP* and CIMA) can take the quiz after listening. Your host Matt Miller is the 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. Mike Gitlin is head of fixed income at Capital Group and a partner at Capital Fixed Income Investors. He has 25 years of investment experience, four with Capital. Mike was previously the head of fixed income and global head of trading for T. Rowe Price. He earned a bachelor's from Colgate University. Jody Jonsson is a portfolio manager with 30 years of investment experience, 28 with Capital. She also serves on the Capital Group management committee and the Portfolio Oversight Committee. She holds an MBA from Stanford University and a bachelor's from Princeton University. Darrell Spence is an economist and a research director with 26 years of investment industry experience, all at Capital Group. He is a CFA charterholder and earned a bachelor's degree in economics from Occidental College. This content is published by Capital Client Group, Inc.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights. *CFP credit available only in the U.S.

Given the uncertainty in today’s economic environment, investors should not be caught unaware of what’s in their bond portfolios. Enter Morningstar, whose recent split of the intermediate bond category should be welcome news for bond investors seeking greater transparency. Capital Group head of fixed income Mike Gitlin and portfolio manager Pramod Atluri explain. Mike Gitlin has 25 years of investment experience, four with Capital. Mike was previously the head of fixed income and global head of trading for T. Rowe Price. He earned a bachelor's from Colgate University. Pramod Atluri is a fixed income portfolio manager with 20 years of investment experience. Prior to joining Capital Group in 2016, Pramod was a fixed income portfolio manager at Fidelity Investments and a management consultant at McKinsey & Company. He holds an MBA from Harvard and a bachelor’s in biological chemistry from the University of Chicago. Your host Matt Miller is the 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.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

Helping investors enjoy a comparatively smooth ride when markets are at their choppiest is a top priority for portfolio manager Greg Johnson, principal investment officer of American Balanced Fund®. Johnson shares his approach to maintaining a favorable balance between equities and fixed income in the fund today and reveals which out-of-favor sectors hold the most exciting opportunities for him. Greg Johnson is an equity portfolio manager with 25 years of investment experience, all with Capital Group. Earlier in his career, he covered U.S. merchandising, retail, restaurant and footwear companies as an investment analyst. He holds an MBA from Columbia and a bachelor’s from UCLA. Your host Matt Miller is the 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.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

Capital Group portfolio manager Gerald Du Manoir talks about the importance of including international equities in a well-diversified portfolio, despite years of lagging index returns relative to U.S. markets. It’s not about investing in geographic regions, he explains, but specific company-by-company opportunities. Du Manoir is an equity portfolio manager with 29 years of investment experience, 28 with Capital Group. Earlier in his career at Capital, he covered European construction and building materials and European consumer goods companies as an investment analyst. He holds a degree in international finance from the Institut Superieur de Gestion in Paris. Your host Matt Miller is the 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.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

The U.S. auto industry has seen its share of technological innovation through the decades, but perhaps none more dramatic than what lies just around the bend. Investment analyst Kaitlyn Murphy, a 14-year veteran of Capital Group, discusses the recent adoption of electric vehicles, the uneasy promise of autonomous cars and the challenge of investing in an industry mired in transition.   Your host Matt Miller is the 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. Kaitlyn Murphy is an equity investment analyst with research responsibility for U.S. chemicals, U.S. automobile & components manufacturers and U.S. and Canadian railroads. She has 14 years of investment experience, all with Capital Group. She holds a bachelor’s in organizational studies from Brown. This content is published by Capital Client Group, Inc.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

Not only has the semiconductor played an essential role in the proliferation of technology over the past half century, but the companies that design and make microchips have had to adapt to the changing demands of a constantly evolving sector. Investment analyst Isaac Sudit offers insight into these companies as well as perspective on how semiconductors have changed our lives as consumers. Isaac Sudit is an equity investment analyst with 20 years of investment experience, 13 at Capital Group. He covers the semiconductor industry in the U.S. and Europe, as well as global semiconductor equipment companies. Isaac holds a PhD in physics from the University of Wisconsin, an MBA from Stanford and a bachelor’s in physics from Emory. Your host Matt Miller is the 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.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.  

University of Pennsylvania professor Adam Grant talks with Capital Group’s Matt Miller about the dynamics of success and productivity in the workplace. Might a six-hour work week help? Can procrastination actually be a good thing? Listen and find out. Organizational psychologist Adam Grant is the top-rated professor at the University of Pennsylvania’s Wharton School of Business. He's been recognized as one of the world's 10 most influential management thinkers in Fortune's 40 under 40 and is the bestselling author of three books: Give and Take, Originals and Option B with Sheryl Sandberg. Grant's two Ted Talks have been viewed over 16 million times. He also hosts the WorkLife podcast. Grant received his BA from Harvard and his PhD from the University of Michigan. He is a former magician and junior Olympic springboard diver. Your host Matt Miller is the 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.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

The next recession — when it will hit, what will trigger it — is top of mind for many investors now that the U.S. expansion is entering its 10th year. Capital Group economists Jared Franz and Darrell Spence and equity portfolio manager Joyce Gordon take an in-depth look at recessions and offer their perspectives on what investors can do to prepare for the next one. Get our Guide to recessions [free e-book]: U.S. | Europe | Asia-Pacific | Canada Economist Jared Franz covers the U.S. and Latin America. He has 13 years of investment experience, four with Capital Group. Prior to joining Capital, Jared was head of international macroeconomic research at Hartford Investment Management Company and an international and U.S. economist at T. Rowe Price. He holds a PhD in economics from the University of Illinois and a bachelor's degree from Northwestern University. Equity portfolio manager Joyce Gordon is an equity portfolio manager with 38 years of investment experience. She has been with Capital Group for 43 years. She previously covered thrifts, banking and paper & forest products companies as an investment analyst. She holds an MBA and a bachelor's degree from the University of Southern California. Economist Darrell Spence is a research director with 26 years of investment industry experience, all with Capital Group. He is a CFA charterholder and earned a bachelor's degree in economics from Occidental College. Your host Matt Miller is the 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.  Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.