Capital Ideas Podcast

Do U.S. Equities Have Room to Run? Eight years into its current expansion, the U.S. economy has given investors cause for concern. How much longer can it grow? Portfolio manager Mike Kerr acknowledges the elephant in the room but continues to find conditions favorable for U.S. equities in a number of key industries. Listen and learn: Which three industries are poised to lead U.S. growth in the decade ahead Where it pays to be value-oriented as a growth investor How this veteran energy analyst recognized and took advantage of a 30-year opportunity in oil 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.  

Is there a future for Britain beyond Brexit? Portfolio manager Jonathan Knowles will have you convinced there is. This Singapore-based, 25-year industry veteran covers the investment implications of nationalism in Europe, internet advances in China, headwinds in the emerging markets and technological disruption just about everywhere. Listen and learn: Why Brexit might not spell calamity for Britain Why rumors of the multinational company’s demise may be greatly exaggerated How many unique data points e-commerce giant Alibaba has on every Chinese citizen Your host, Matt Miller, is 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: Why This Portfolio Manager Sees Her Glass Half Full 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.

China’s economy remains one of the fastest growing in the world, despite a pronounced slowdown in recent years. Exactly how fast is it growing? What are the long-term implications for investors? We explore these questions and others with Capital Group’s most experienced China-watchers, economist Stephen Green and China affairs specialist Andrew Dougherty. Listen and learn: How quickly is China moving to a consumption-based economy? What’s the outlook for trade relations between China and the U.S.? What’s more dangerous on the streets of Shanghai — a speeding Ferrari or a melon truck? Your host, Matt Miller, is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was previously co-host of the public radio program Left, Right & Center. Related: Where Is China’s Economy Headed in 2017? 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.

Technology has so accelerated the pace of innovation that ideas quickly go from invention to widespread adoption. What’s driving this rapid change, and what are the implications for the global economy? Mark Casey has grappled with these questions for 17 years as an equity portfolio manager who covers U.S. internet companies from Capital Group’s San Francisco office. Listen and learn: What is machine learning, and how is it different from artificial intelligence? Self-driving cars are coming. Who might they leave behind? Why might routine be your enemy? 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 Infographic: Artificial Intelligence: It's Not the Future, It's Now This content is published by Capital Client Group, Inc. 

Today’s geopolitical stakes couldn’t be higher. Political disruption in the U.S. and Great Britain now may be extending to Europe. And China is asserting its new economic might in ways that have strained relations with the U.S. and others. Here to help make sense of it all — including implications for investors — is political economist Michael Thawley, a 10-year veteran of Capital Group with more than 30 years’ experience in international diplomacy. Listen and learn: Why today’s geopolitical scene may reflect the most uncertain period in recent memory What’s at stake in Europe’s upcoming elections Why the struggle for dominance between China and the U.S. in the Western Pacific is waking the neighbors Your host, Matt Miller, is 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.  

Biographer Sebastian Mallaby discusses the life and times of Alan Greenspan, former Chairman of the Federal Reserve and one of the most influential figures in the history of modern finance. Mr. Mallaby is the Paul A. Volcker Senior Fellow for International Economics at the Council on Foreign Relations. For more information about Mr. Mallaby and his award-winning Greenspan biography, visit CFR.org. Your host, Matt Miller, is 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.

Global investing has experienced a subtle but defining shift in recent years, and Capital Group portfolio manager Rob Lovelace has been watching it like a hawk. This “new geography” has given rise to what he calls a new breed of company — one whose business model is probably more resilient as our global trade infrastructure changes. In this episode, Rob explains how these dynamics have shaped his approach to investing and shares formative stories from his 31-year career. Listen and learn: The New Geography of Investing® — what it is and what it means for investors Is globalization an endangered species? The secrets legendary Mexican investor Carlos Slim keeps in his little notebook Your host, Matt Miller, is 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.

Struggling to make sense of the investment landscape in the year ahead? Between the murky U.S. interest rate picture and political upheaval in the U.S. and other parts of the world, investors may be tempted to take a wait-and-see approach. Here to lend some clarity are Capital Group portfolio managers Tim Armour and Jody Jonsson, who explain key global issues for 2017 and share opportunities they are finding around the world. Listen and learn: Why things may be looking up for U.S. corporate earnings this year How we're finding select opportunities in Europe despite some stiff headwinds Whether mixed results among the emerging markets have changed our long-term outlook for the group as a whole Your host, Matt Miller, is 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.