Capital Ideas Podcast

This episode features Capital Group's 2018 Midyear Outlook. Three seasoned investment professionals offer a status report on the financial markets — both equity and fixed income — and the global economy at midyear. Want continuing education credit? Financial professionals (CFP* and CIMA) can take the quiz after listening. Note: You'll be directed to AssetTV.com. Just click the gold CE Quiz logo to take the quiz. *CFP credit available only in the U.S. Panelists: Mike Gitlin is head of fixed income at Capital Group. He has 24 years of investment industry experience and joined Capital in 2015. Mike was previously the head of fixed income and global head of trading for T. Rowe Price. Jody Jonsson is an equity portfolio manger at Capital Group. She has 29 years of investment experience, 27 with Capital. She has covered industries such as insurance and household products. She holds an MBA from Stanford Graduate School of Business. Darrell Spence is an economist at Capital Group. He has 25 years of investment industry experience, all with Capital. He is a CFA charterholder and earned a bachelor's degree in economics from Occidental College. Will McKenna is vice president of investment communications at Capital Group. He has 21 years of experience in the investment business, the last 16 with Capital . Before that, he was at Mercer Management Consulting in New York. Will holds a BA from Princeton. Your host Matt Miller is a political economist and corporate affairs advisor at 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.

Whether you're a regular listener or tuning in for the first time, this episode may be just your cup of tea. We've compiled the most memorable moments and astute investment insights from our impressive lineup of guests over the past year and a half. There's something here for everybody. Do you like: International politics? (Got you covered) Intriguing authors? (Check) High-tech . . . pharma . . . AI? (Check, check, check) Regulars, enjoy the trip down Memory Lane. First-timers, be advised — listen and you might get hooked. Matt Miller is a political economist and corporate affairs advisor at 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. Want to suggest a future topic for Capital Ideas? Contact our editorial team at CapitalIdeas@capgroup.com.

Capital Group portfolio manager Claudia Huntington reflects on a long career primarily dedicated to U.S. equity investing. In a wide-ranging interview, Claudia discusses her fundamental investment approach, lessons she learned along the way and her cautious outlook on the current equity-market environment. 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 mailto: capitalideas@capgroup.com.

What is artificial intelligence? Would we know it if we could see it? Professor and author Hod Lipson offers startling insight into the impact A.I. is already having on our lives and where it's likely to lead us in the not-distant future. Should our worst fears about A.I. overshadow its potential upside? Humans of all stripes — and investors, in particular — will want to listen and find out. Hod Lipson is a professor of mechanical engineering and data science at Columbia University and co-author of the award-winning book Fabricated: The New World of 3D Printing and Driverless: Intelligent Cars and the Road Ahead. Matt Miller is a political economist and corporate affairs advisor at 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.

Capital Group aerospace and defense analyst Todd Saligman discusses his positive outlook for the fast-growing commercial aircraft industry, the fierce competition between Airbus and Boeing and the favorable impact of sharply higher U.S. defense spending. 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. Todd Saligman has nine years of investment industry experience, five of those with Capital Group. Prior to joining Capital, he worked at Select Equity Group, Dodge & Cox and Goldman, Sachs. He holds an MBA from Harvard Business School and a bachelor's degree in economics from the University of Pennsylvania. 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.

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