Capital Ideas Podcast

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.

Employer-sponsored 401(k)s and other defined contribution plans have become the foundation of the U.S. retirement system, but there's a $5 trillion savings gap that still needs to be addressed. In this episode, Ralph Haberli, head of the retirement business at Capital Group, suggests how 401(k) plans could do better for their participants. Ralph Haberli is a sales director and heads the institutional retirement business at Capital Group. He has 18 years of industry experience, two at Capital. Ralph was formerly head of distribution for defined contribution at BlackRock. He holds an MBA from Northwestern University's Kellogg School of Management and a bachelor's from Yale. 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.

Recorded in Hong Kong, this episode takes you behind the scenes for an in-depth look at China and the critical issues of growth, trade and geopolitics. Host Matt Miller dropped in on investment analyst Andrew Dougherty, economist Stephen Green and portfolio manager Steve Watson to get their perspectives on themes of vital importance to investors the world over. Andrew Dougherty covers Asia-Pacific real estate as an equity analyst. He has 14 years of investment industry experience, all with Capital Group. Earlier in his career at Capital he was a China economist and research director. He holds degrees from Cambridge and George Washington University. Stephen Green covers Asia as an economist. He has 14 years of investment industry experience, four with Capital. Previously, he was head of research for Greater China at Standard Chartered Bank in China and Hong Kong. Before that he ran the Asia program at Chatham House, the U.K. think tank. He holds a PhD in government from the London School of Economics and a first-class honors degree in social and political sciences from Cambridge. Steve Watson has 31 years of investment experience, 29 with Capital. Earlier in his career, as an equity investment analyst at Capital, he covered Asian property and transportation, as well as European transportation and utilities companies. He has an MBA in finance and an MA in French studies from New York University as well as a bachelor's in French from the University of Massachusetts. 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.

As the U.K. approaches a March 29 deadline to leave the European Union, Capital Group investment professionals discuss the market and economic implications of this seismic shift away from four decades of European integration. What does it mean for future economic growth, the political landscape and the long-term investment outlook for U.K. financial assets? Equity portfolio manager Caroline Randall has 21 years of investment experience, 13 with Capital Group. As an analyst, she covers European utilities. Previously, Caroline was head of European utilities research at J.P. Morgan and an analyst at Schroder Securities. She holds master's and bachelor's degrees in economics from Cambridge. Economist Robert Lind has 31 years of industry experience, two with Capital Group. He previously worked as group chief economist at Anglo American and head of macro research at ABN AMRO. Robert holds a bachelor's degree in philosophy, politics and economics from Oxford. Political economist Talha Khan has 10 years of investment industry experience, all with Capital Group. He covers the eurozone and broader geopolitical issues. Talha holds a master's degree in international political economy from the London School of Economics and a bachelor's degree in economics and political science from Macalester College. Fixed income portfolio manager Vantil Charles has 31 years of investment experience, 16 with Capital Group. As an analyst, he covers non-U.S. utilities, global automobiles and building materials, as well as Europe as a generalist. Previously, Vantil worked as a senior credit analyst at AXA Investment Managers and deputy head of the credit rating and research group at National Westminster Bank. 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.

This episode features a revealing mix of perspectives from three Capital Group portfolio managers. Barry Crosthwaite examines the fundamentals of U.S. and Chinese markets to make sense of today's perplexing global economic cycle. Brad Freer looks beyond a recent rough spell for emerging markets equities to reveal long-term opportunities he's finding there. And Pramod Atluri shares strategic moves that the fixed income group has made to stay ahead of U.S. monetary and fiscal policy. Equity portfolio manager Barry Crosthwaite has 22 years of investment experience, all with Capital Group. Previously, as an investment analyst, he covered U.S. electrical equipment and appliances, global energy equipment and oil field services and drilling companies. He holds an MBA from Stanford and a bachelor's in chemistry from Occidental College. Equity portfolio manager Brad Freer has 26 years of investment experience, 25 with Capital Group. Earlier in his career at Capital, he was an equity investment analyst covering multiple sectors in Australia and India. Before that, Brad was an equities trader in Singapore and Hong Kong. He holds a bachelor's degree in international relations from Connecticut College and is a CFA charterholder. Fixed income portfolio manager Pramod Atluri has 20 years of investment experience, three with Capital. He previously worked at Fidelity and McKinsey & Co. He holds an MBA from Harvard and a bachelor's degree in biochemistry 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.

Capital Group portfolio manager Mark Brett discusses worldwide opportunities in the fixed income markets. As rising interest rates, global trade disputes and geopolitical conflicts keep investors on edge, Brett explains his approach to identifying untapped value and seeking to avoid excessive risks. Mark Brett is a portfolio manager specializing in global bonds. He has 39 years of investment experience and has been with Capital Group for 24 years. Prior to joining Capital, Mark was an economist and strategist with Barclays de Zoete Wedd (formerly de Zoete and Bevan). He is based in London. 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.