Capital Ideas Podcast

In this episode, we turn the tables on host Matt Miller and pick his brain on a subject near and dear to his heart: the U.S. political scene. Shifting trade policy with China, upcoming midterm elections, regulatory probes into tech-company practices — as long as it’s happening on Capitol Hill (and relevant to Capital Group investors) nothing’s off the table. Matt Miller is a political economist for Capital Group and regular host of the Capital Ideas podcast. An author and former Washington Post columnist, Miller was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc.  Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

The return of inflation has rattled financial markets this year. As U.S. interest rates move higher, investors are looking for clues about how rising consumer prices may influence U.S. monetary policy. In this podcast, fixed income portfolio manager Ritchie Tuazon sheds some light on the issue by sharing his outlook for inflation and rates with Capital Group senior writer Dan Indiviglio. Tuazon has 18 years of investment industry experience, including 7 years with Capital Group. Before joining Capital, he worked as a bond trader at Goldman Sachs. 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 topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Media analyst Brad Barrett has made a career of following both entertainment’s traditional players (Disney, Fox, Time Warner) and its digital newcomers (Facebook, Google, Netflix). So, whether the topic is cable/satellite vs. online distribution, linear vs. streaming service or cord cutting vs. keeping cable, Barrett holds the remote. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Miller was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc.  Do you have any topics for Capital Ideas? Email our editorial team at CapitalIdeas@capgroup.com.

Currency movements had a big impact on investment returns in 2017, especially as the U.S. dollar weakened throughout the year. Will that powerful trend continue? In this podcast, Capital Group currency analyst Jens Søndergaard offers his view on where the dollar may be headed in 2018, relative to the euro, the yen and other major currencies, as well as the key investment implications. 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 topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. Related: Time for Investors to Rethink Dollar’s Impact on International Equities The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit capitalgroup.com/ca.

Capital Group senior counsel Jason Bortz has a lot of experience analyzing the U.S. tax code in his 20-plus years practicing law. In this podcast, Bortz digs into the specifics of 2018 tax reform and discusses what changes for investors, and what stays the same. 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 topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com. Related: What 2018 Tax Reforms Mean for Investors The Capital Ideas website is not intended for use by Canadian audiences. In Canada, please visit: capitalgroup.com/ca

Capital Group portfolio manager Steve Watson, a long-time investor in Chinese equities, shares his views on U.S.-China trade relations just as tensions appear to be boiling over. Will aggressive talk about import tariffs become a reality? And, if so, what are the investment implications? Steve sheds light on these pressing issues as the U.S. seeks to forge a new relationship with one of its biggest trading partners. 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.  Related: A New Chapter in U.S.-China Trade Relations Unfolds The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit capitalgroup.com/ca for Capital Group insights. What topics would you like to see discussed? Email us at CapitalIdeas@capgroup.com

The U.S.’s recent surge in domestic oil and gas supply has profound implications for the longstanding geopolitical power structure. In her new book, Windfall: How the New Energy Abundance Upends Global Politics and Strengthens America's Power, Harvard International Affairs professor Meghan O’Sullivan details the ripple effect already at play across the globe, proving just how intertwined energy markets and foreign policy can be. 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.  Related: Seizing a 30-Year Opportunity in Oil The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit capitalgroup.com/ca for Capital Group insights. What topics would you like to see discussed? Email us at CapitalIdeas@capgroup.com

In this conversation, Capital Group’s head of fixed income, Mike Gitlin, addresses the recent market volatility and its root causes. He also reveals what key roles fixed income should play in an investor’s portfolio and what it means to upgrade a portfolio’s bond funds to “true core.” This conversation was recorded February 8, 2018. Mike has 24 years of investment industry experience and joined Capital Group in 2015. Before joining Capital, Mike was the head of fixed income and global head of trading for T. Rowe Price. 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 topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com. Related: Renewed Volatility Means It’s Time to Refocus on Fixed Income U.S. | Europe |  Asia/Australia The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit capitalgroup.com/ca for Capital Group insights.

Capital Group chairman and chief executive officer Tim Armour discusses the sudden return of volatility to the markets and provides helpful context for advisors and investors. 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 topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.

As an advisor and industry trendspotter, Michael Kitces and his Nerd’s Eye View blog are required reading for many financial advisors. In turn, Kitces devotes much of his time generating free content for the blog, which has become central to his strategy and to his other advisor-related businesses. In this podcast, Kitces discusses how content can pull in new business for advisors. He also gives practical tips for advisors to get started, even if they’re not comfortable writing. 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 topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com.