Capital Ideas Podcast

What can investors expect from bonds now that interest rates are declining? Discover how bonds are back to their critical roles of providing income and diversification from equity markets. In a conversation with Mike Gitlin, Principal Investment Officer Pramod Atluri of The Bond Fund of America® discusses the Federal Reserve, his economic outlook and the mental models guiding his decisions. Pramod also gives us a glimpse into life with seven kids. If you’re curious about where interest rates could land and how top minds at Capital Group navigate uncertainty, be sure to catch this valuable discussion. #CapGroupGlobal  Take a look at the reading list Pramod mentions in this podcast: https://bit.ly/PDA_reading For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.         Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist   This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   To stay informed, follow us:   LinkedIn: https://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2024 Capital Group

Can a value investor find opportunities in growth-oriented areas like artificial intelligence? Capital Group portfolio manager Charles Ellwein believes he can — by scouring the market for solid companies that aren’t often featured on the front page of the Wall Street Journal. In this podcast, Ellwein shares his approach to identifying value in a market dominated by high-priced stocks. #CapGroupGlobal        For full disclosures go to capitalgroup.com/global-disclosures       For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.       Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist       This content is published by Capital Client Group, Inc.       U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq       To stay informed, follow us       LinkedIn: https://bit.ly/42uSYbm       YouTube: https://bit.ly/4dFTE1B       Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/       About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.     Learn more: capitalgroup.com       Join us: capitalgroup.com/about-us/careers.html     Copyright ©2024 Capital Group

Judith Finegold, a biopharmaceutical analyst at Capital Group and former cardiologist, shares her insights on drug innovation and investment. She discusses the years of research behind blockbuster drugs like Ozempic, the evolving landscape of drug pricing, and the shift towards advanced therapies. Topics include the promise of genetic sequencing in drug discovery, the impact of GLP-1 drugs in treating obesity, and the transformative role of antibody drug conjugates in cancer care. Finegold emphasizes the necessity of understanding both science and business for successful investing in biopharma.

Anne-Marie Peterson, an equity portfolio manager with 19 years at Capital Group, shares her retail investment insights. She discusses how strong company culture is vital for success in brands like Home Depot and Costco. Peterson emphasizes adaptability in evolving markets, drawing lessons from tech giants like Microsoft and Apple. Additionally, she reflects on personal growth through volunteering, highlighting the resilience of community programs during tough times. This engaging conversation blends investment strategies with heartfelt personal anecdotes.

In the 2008 movie "The Curious Case of Benjamin Button," the title character played by Brad Pitt ages in reverse — from an old man to a young child. Could the U.S. economy be doing something similar? Capital Group economist Jared Franz thinks so. In this podcast, Jared explains his rationale and what it could mean for the financial markets. #CapGroupGlobal       For full disclosures go to capitalgroup.com/global-disclosures       For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.       Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist       This content is published by Capital Client Group, Inc.       U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq       To stay informed, follow us       LinkedIn: https://bit.ly/42uSYbm       YouTube: https://bit.ly/4dFTE1B       Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/       About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.     Learn more: capitalgroup.com       Join us: capitalgroup.com/about-us/careers.html     Copyright ©2024 Capital Group

Don O'Neal, a Capital Group Portfolio Manager specializing in growth investing, and Justin Toner, focusing on value investing, dive into the growth versus value debate. They analyze the potential resurgence of value stocks and the need for selective stock picking in today's market. The conversation highlights opportunities in consumer staples and healthcare, while also addressing the role of AI and variable dividends. Both speak on navigating market valuations and the challenges of timing, providing valuable insights for investors seeking balance.

Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital Group, speaks with Mike Gitlin about the evolution of streaming, the promises of generative AI, and lessons learned from past investment trends. Whether you're a financial professional or tech enthusiast, this episode offers valuable insights about the future of media. #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist   This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   To stay informed, follow us:   LinkedIn: https://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2024 Capital Group

Rob Beale, a Capital Group analyst specializing in innovative farming and regenerative agriculture, dives into the exciting future of food. He reveals how new sustainable practices are combating food waste and emissions. The conversation touches on breakthroughs in alternative proteins, like lab-grown meat, presenting them as efficient solutions to traditional farming challenges. Beale also discusses the pivotal role of major food companies in this agricultural revolution, emphasizing the need for resilience in investments for sustainability.

In a captivating discussion, U.S. economist Jared Franz dives into the profound impact of AI on economies and labor markets. He highlights the technology's hype versus reality, revealing that only a mere 5% of U.S. enterprises have adopted AI despite its advancements. Franz warns of an impending AI winter, stemming from the vast resources required for AI infrastructure. He also explores the rise of smaller language models and the skepticism surrounding artificial general intelligence. Tune in for valuable insights into AI's complex future!

Courtney Wolf, a fixed income portfolio manager at Capital Group and a former national champion lacrosse player, joins Mike Gitlin for a deep dive into the municipal bond market. She breaks down the benefits of tax-exempt income, explaining how revenue and general obligation bonds differ. The conversation also touches on her competitive spirit shaped by sports, the significance of teamwork in investment strategies, and personal insights on overcoming challenges. Wolf's journey from athlete to investor offers a unique perspective on finance and collaboration.