Capital Ideas Podcast

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.

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.