Capital Ideas Podcast
Capital Group
Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group.
Capital Client Group, Inc.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
For full disclosures go to capitalgroup.com/global-disclosures.
Capital Client Group, Inc.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
For full disclosures go to capitalgroup.com/global-disclosures.
Episodes
Mentioned books
25 snips
Feb 27, 2025 • 34min
Research to runway: Investing in disruptive business models
Lara Pellini, a seasoned portfolio manager at Capital Group with over 23 years of experience, emphasizes the need for hands-on research in identifying disruptive business models. She shares insights on navigating sectors like food delivery and fashion, highlighting the critical role of sustainability and adaptability. The conversation also explores innovative opportunities in eyewear technology, the resilience of luxury brands in economic downturns, and the importance of community support in investment journeys.
6 snips
Feb 20, 2025 • 28min
Artificial intelligence is transforming the American heartland
Dane Mott, a Capital accounting analyst and Ohio native, shares his insights on the transformative effects of artificial intelligence in the American heartland. He discusses the rapid economic evolution in Columbus, driven by significant tech investments and semiconductor manufacturing. Dane also contrasts the financial dynamics of 'A team' and 'B team' companies in the corporate debt market, emphasizing the risks amidst AI advancements. His reflections on market opportunities and early career experiences add a personal touch to the conversation.
11 snips
Feb 13, 2025 • 34min
How to approach rainy-day investing in record-high markets
Will Robbins, an experienced equity portfolio manager at Capital Group, discusses pragmatic strategies for navigating high market peaks and potential downturns. He emphasizes a disciplined approach to investing and highlights the importance of downside protection. Robbins shares insights on quantitative opportunities in slowing industries and reflects on his early investment experiences, including the impact of banking crises. His views on artificial intelligence and long-term valuation provide valuable guidance for investors seeking stability amid market volatility.
9 snips
Feb 6, 2025 • 26min
Risk management: Investing amid uncertainty
Wesley Phoa is a portfolio manager for the American Funds Target Date Retirement Series® at Capital Group, bringing insights from the front lines of investment amidst global uncertainty. He discusses the dual nature of risk as both a challenge and an opportunity. The importance of scenario planning is emphasized, alongside personal anecdotes from his journey in finance, including how gaming culture intersects with investing. Wesley also explores the booming gaming industry’s impact, highlighting its growing relevance as an investment avenue.
13 snips
Jan 30, 2025 • 33min
Chicago bull: Talking markets (and basketball) with Martin Jacobs
Martin Jacobs, a seasoned portfolio manager at Capital Group with 23 years of experience, dives into exciting stories, including a legendary pickup basketball game with Michael Jordan. He discusses his concentrated investment approach, emphasizing the power of focusing on fewer stocks for better understanding and risk management. Martin also highlights the importance of leadership in investments and shares insights on long-term commitment and community engagement, especially through initiatives supporting low-income students.
8 snips
Jan 23, 2025 • 30min
2025 and beyond: Key industry and market trends
Jody Jonsson, Vice Chair of Capital Group and expert in global regulatory affairs, joins to share insights on future market trends. They discuss the rise of artificial intelligence and its transformative effects on industries, especially healthcare. The conversation navigates through the current economic landscape, emphasizing stable GDP growth and opportunities in bond markets as rates adjust. Additionally, revival in IPO activity and the shift in private equity funding strategies are explored, highlighting a dynamic 2025 ahead.
Jan 16, 2025 • 35min
New York to Tokyo: Investing insights from a global nomad
Gerald Du Manoir, an accomplished equity portfolio manager at Capital Group with 33 years of experience, shares his global investment insights. He delves into how a nomadic lifestyle fuels curiosity, which in turn shapes smart investment decisions. Gerald discusses the impact of demographic trends and high interest rates on companies. He emphasizes the importance of adapting strategies to meet evolving consumer needs, while highlighting lessons learned from past economic shifts and the value of mentorship in navigating global markets.
Jan 2, 2025 • 22min
2025 Outlook
Martin Romo, Chairman and Chief Investment Officer at Capital Group, and Pramod Atluri, a fixed income portfolio manager, share insights on the economic landscape for 2025. They discuss inflation trends and interest rates as key factors influencing investments. The impact of the incoming Trump administration on global markets is a focal point, along with the opportunities in U.S. versus international equities, particularly in technology and energy. Expect higher yields as they advocate for balanced investment strategies in a recovering economy.
Dec 26, 2024 • 34min
Soaring with Capital Group Vice Chair Jody Jonsson
In this engaging discussion, Jody Jonsson, Vice Chair of Capital Group and an experienced pilot, shares her unique perspective on investing. She reveals how piloting has informed her approach to evaluating aerospace companies. Jody dives into her journey of investment strategy evolution, focusing on long-term successes in healthcare and insurance. Listeners will be captivated by her adventurous aerobatic experiences and the transformative power of mentorship in both aviation and finance.
7 snips
Dec 19, 2024 • 29min
Is 'The New Geography of Investing' still new?
Uncover the shifting world of investment as experts highlight how companies should be assessed based on their operational locations rather than their headquarters. Explore the potential resurgence of Japan amidst changing geopolitical dynamics and the charm of the U.S. market for foreign entities. Delve into the impact of digital disruption on industries, focusing on tech advancements and their implications on manufacturing. Finally, consider the importance of innovative management strategies and the role of historical economic perspectives in today's creative capitalism.
