Capital Ideas Podcast

Capital Group portfolio managers Rob Lovelace and Noriko Chen discuss the future of global equities focusing on the impact of tariffs on the world economy. They explore macro factors affecting global equities, including the dominance of the U.S., growth in China, and potential in India. The podcast also delves into structural factors and management practices influencing company profitability in different regions, as well as the trends in European companies diversifying revenue outside of Europe.

Portfolio managers Caroline Randall and David Hoag discuss economy outlook, AI's impact on sectors like luxury goods, and potential effects of interest rate changes on investments. They highlight opportunities in healthcare, energy transition, and international markets.

John Queen, a fixed income portfolio manager at Capital Group, shares his outlook on interest rates and inflation. He talks about the importance of bonds for portfolio diversification and income. He also discusses his personal anecdotes, including a bobblehead incident and stories about car racing and family connections to the Long Beach Grand Prix.

Capital Group portfolio manager Dimitrije Mitrinovic shares insights on uncovering hidden gems in small-cap stocks, emphasizing the importance of patience and boldness. He discusses characteristics of small companies, Sweden's business environment, and his passion for investing. The podcast delves into investing principles, management quality, successful stock picks, industrial companies, and portfolio managers' favorite books and travel hacks.

China's recent population decline underscores a long-term challenge more countries will face. Capital Group economist Jared Franz shares his views on how population decline will impact the global economy and how artificial intelligence could help fill the gaps. #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren't registered for sales outside the U.S. 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

Mark Casey, an equity portfolio manager and Silicon Valley investor, discusses the power of 'digitalization' for investments, the future impact of artificial intelligence on industries, and lessons learned from investing in Google. Also, topics include industry disruptions, Walmart's drone deliveries, Google's growth prospects, and the importance of aligning with company management for successful investments.

New York Times columnist, David Brooks, discusses his book 'How to Know a Person' with Capital Group professionals. Topics include the power of perception in relationships, navigating tough conversations, understanding emotional awareness, and the link between knowing others and self-discovery.

Capital Group economist Darrell Spence provides insights on the U.S. interest rates and inflation trends, discussing the Fed's stance on rate cuts and the risk of a recession. The podcast explores challenges in inflation control, the impact of rising rates on the stock market, and the outlook for interest rates in 2025 and beyond.

Capital Group CEO Mike Gitlin interviews Kirstie Spence, a fixed income portfolio manager based in our London office. As an emerging markets debt specialist, Kirstie explains how this volatile asset class has evolved over the years, why she travels the world searching for investment opportunities, and how the war in Ukraine has affected her family on a personal level. #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren't registered for sales outside the U.S. 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 GroupCapital 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

Credit markets have remained strong even as interest rates have seesawed amidst uncertainty around Federal Reserve policy. Capital Group portfolio manager Damien McCann discusses the dynamics underpinning bond markets and the approach he takes to multisector income portfolios. #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren't registered for sales outside the U.S. 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