Capital Ideas Podcast

Capital Group portfolio manager Carl Kawaja has spent three decades traveling the world to uncover compelling investment opportunities. In this podcast, Carl shares his optimistic outlook for non-U.S. equities and explains the key drivers to a sustained rally. 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: 3 Reasons for International Investing Today U.S. | Europe | Asia/Australia The Capital Ideas websites are not intended for use by audiences outside the U.S. In Canada, please visit capitalgroup.com/ca for Capital Group insights.  

Today’s internet sector has many investors nervous, with the recent meteoric success of the FANG stocks (Facebook, Apple, Netflix, Google/Alphabet) combined with high valuations and a prolonged bull market. Is this a replay of the 2000 “dot-bomb,” or do these stocks have room to run? Investment analyst Will Craig acknowledges the prevailing tech industry angst but offers a long-term view of the internet that just might startle the skeptics. 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: 5 Facts to Know About Tech as We Head Into 2018 U.S. | Europe | Asia 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’s annual Outlook is a widely anticipated watch/listen/read within the investment community. Listen to this 2018 podcast rendition and learn whether global equities are still attractive during this protracted bull market, how fixed income assets might react to rising interest rates and how the economic outlook is shaping up for developed and emerging markets. Want continuing education credit? U.S. financial professionals can take the quiz after listening. Rob Lovelace is vice chairman of Capital Group and an equity portfolio manager. He has 31 years of investment experience, all with Capital. He holds a bachelor's in geology from Princeton and is a CFA charterholder. David Hoag is a fixed income portfolio manager at Capital Group. He has 29 years of investment experience, 25 with Capital. He holds an MBA from the University of Chicago and a bachelor’s degree from Wheaton College. Darrell Spence is an economist at Capital Group. He has 24 years of investment industry experience, all with Capital. He is a CFA charterholder and holds a bachelor's degree in economics from Occidental College, where he graduated cum laude. Will McKenna moderates the panel. He has 21 years of experience in the investment business, 16 with Capital Group. Before that, he was at Mercer Management Consulting in New York. Will holds a BA from Princeton. 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: 2018 Outlook: Time for Balance and Flexibility U.S. | Canada The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit capitalgroup.com/ca for Capital Group insights. Not all Capital Group’s 13 model portfolios mentioned are available outside the U.S.

Capital Group portfolio manager Shaw Wagener has witnessed the remarkable evolution of emerging markets investing over a career spanning 30-plus years. In this podcast, Shaw discusses the unique challenges of investing in developing markets, the current drivers of EM returns and his thoughts on a bright future for the dynamic and rewarding asset class. 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. Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com. This content is published by Capital Client Group, Inc.  Related: 8 Charts That Explain the Emerging Markets Rally U.S. | EU | Asia and Australia The Capital Ideas websites are not intended for use by audiences outside the U.S. For additional Capital Group insights, please visit thecapitalgroup.com/ca

Given the explosive popularity of Amazon, some traditional retailers have resorted to introducing in-store “experiences” to lure shoppers through their doors. Others, meanwhile, rely on key competitive advantages to insulate themselves from retail’s biggest disruptor. And what does all this change mean for the great American shopping mall? Here to make sense of the shifting landscape is investment analyst Anne-Marie Peterson, a 22-year industry observer of the U.S. retail scene. She discusses what today’s disruptive forces could mean for investors and even shares what’s on her shopping list this holiday season. 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:  2018 Outlook Webinar – Register Now Deepening Fissures: Navigating the Shifting Ground of American Retail The Capital Ideas websites are not intended for use by audiences outside the U.S. For additional Capital Group insights, please visit: Canada | Europe | Asia | Australia  

Women in the U.S. control more than $11 trillion of investable assets. That’s no small constituency for financial advisers and asset managers. In today’s podcast, we’ll hear from Heather Lord, Capital Group’s head of strategy and innovation, about the growing clout of women investors, based on the findings from our “Wisdom of Experience” investor surveys. And we’ll try to dispel a few myths along the way. 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: U.S.:  Women Investors: A Powerful and Confident, Yet Often Misunderstood, Economic Force Canada: https://www.capitalgroup.com/ca/pdf/en/public/Wisdom_of_Experience.pdf

How financial markets work has long been the subject of debate between two academic camps: the efficient markets theorists and the behavioral economists. Into the breach stepped finance professor and author Andrew Lo, who joins Matt to discuss his efforts to bridge this ideological divide. Instead of viewing financial markets as “a physical system like a mechanical clock,” says Lo, “we really need to look at it as an ecosystem with particular organic agents that are acting with each other.” The implications of Lo’s work extend far beyond the ivory tower, to regular investors and society at large. Andrew W. Lo is the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of the MIT Laboratory for Financial Engineering. 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: (In U.S.) 4 Behavioral Tips to Help Investors Avoid Emotional Self-Sabotage In Europe: https://www.capitalgroup.com/europe/capitalideas/article/behavioral-economics-tips.html In Asia and Australia: https://www.capitalgroup.com/apac/capitalideas/article/behavioral-economics-tips.html The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

With the Federal Reserve raising interest rates, Capital Group portfolio manager John Queen discusses his outlook for the U.S. bond market, short- and long-term interest rates, and the important role that bond funds can play in a diversified investment portfolio. Listen and learn: Why U.S. interest rates are likely to stay “lower for longer” despite Fed tightening How a lack of inflation is complicating the Fed’s attempt to normalize monetary policy What stimulus withdrawal could mean for financial asset prices You’ll also hear John’s pick to win the Super Bowl. Hint, it’s not the Patriots. 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: How a Shrinking Federal Reserve Balance Sheet Will Affect Bonds In the U.S.: https://thecapitalideas.com/shrinking-fed-balance-sheet-bonds/?cid=pc_sn_00013 Europe: https://www.thecapitalgroup.com/europe/capitalideas/article/shrinking-fed-balance-sheet-bonds.html Asia and Australia: https://www.thecapitalgroup.com/apac/capitalideas/article/bonds-shrinking-fed-balance-sheet.html The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit https://thecapitalgroup.com/ca for Capital Group insights.

The U.S. may have led the global economic expansion to date, but other major markets provide fertile ground for today’s investor as well. Portfolio manager Gerald Du Manoir, a 27-year investment industry veteran who specializes in international portfolios for Capital Group, discusses where he’s finding opportunities outside the U.S. during this lengthy, if tepid, global recovery. Listen and learn: What the stakes are this busy election season for Europe — and for international investors What makes China the second piston in the engine of the global economy What three investment megatrends Gerald finds mega-intriguing 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: Not All Bear Markets Are Created Equal In U.S.: https://thecapitalideas.com/not-all-bear-markets-equal/?cid=pc_sn_00012 In Europe: https://www.thecapitalgroup.com/europe/capitalideas/article/not-all-bear-markets-equal.html In Asia and Australia: https://www.thecapitalgroup.com/apac/capitalideas/article/not-all-bear-markets-equal.html The Capital Ideas websites are not intended for use by Canadian audiences. In Canada, please visit thecapitalgroup.com/ca for Capital Group insights.

As the September 24 German elections approach, former U.S. Ambassador to Germany John Emerson discusses his outlook for the political contest, the future of Europe in the age of populism, and his new role helping Capital Group expand its investment offerings around the world. Emerson, now Vice Chairman of Capital Group International, served as the ambassador to Germany during a particularly momentous time from August 2013 to January 2017. Listen and learn: How German Chancellor Angela Merkel may fare in the elections, from a man who knows her well Why populism continues to exert significant influence over Western democracy What exactly are Capital Group’s growth plans outside the U.S. 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. Related video: Can France Begin to Restore Order in Europe? with Capital Group portfolio manager Gerald Du Manoir 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.