Capital Ideas Podcast

Portfolio manager discusses seeking undervalued stocks and the importance of patience. Insight into healthcare and pharmaceutical sector innovation. Analyst shares experiences with nuclear plant construction. Importance of building relationships and trust at Capital World.

Portfolio manager reflects on 32 years in investment business, highlighting the complexity of global markets. Contrasting geopolitical chaos with strong market performance and the need for adaptability. The importance of paranoia in investing and questioning management. Speaker's background, career decisions, retirement plans, and focus on well-being. The value of investment debate and discussion emphasized, including gratitude towards sponsor, Capital Group.

Capital Group portfolio manager Peter Eliot shares the journey that led him from a career as a value-oriented analyst covering the chemicals industry to a growth investor focused on both small- and large-cap companies. Related resources:10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclosures. Capital Client Group, Inc. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.  

Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It’s a trend called “Friendshoring.” Listen in as Capital Group analyst Jeff Garcia explains this growing facet of global trade and why it's likely to become even more important in the years ahead. Related resources:Reshoring supply chains: What does it mean for investors? For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. Capital Client Group, Inc. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Can stocks continue to build on the powerful gains from 2023? Are bonds in better shape this year? Is the Federal Reserve done raising interest rates? Listen in to hear their views. Related resources:2024 Outlook Report For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. Capital Client Group, Inc.  

Former Capital Group CEO Tim Armour reflects on his 40-year career, discussing mentorship, private ownership benefits, company culture, and investment management. He shares insights on navigating market events and the future outlook of the company.

The final episode of 2023 highlights some of the best moments from the Capital Ideas Podcast this year. Capital Group portfolio managers share their views on everything from investing through periods of crisis, to the power of concentrated portfolios, to the important lessons that emerge from success as well as failure. We also reveal our top book selection of the year. Related resources:2024 Outlook For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.  

Anne-Marie Peterson, Capital Group portfolio Manager, discusses the creativity needed in growth investing and identifies opportunities in tech giants and old-economy stocks. She explores the impact of AI on the industrial sector, US market investments, and the importance of backing CEOs with vision and passion in investment strategies.

Amid the rise of artificial intelligence (AI), Capital Group portfolio manager Grant Cambridge says that human insight is more important than ever when it comes to making prudent investment decisions. AI programs may be important tools for research and analysis, he argues, but they will never replace human intuition and sound judgement. Related resources: AI and the new megacycle for tech For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.  

Capital Group investment analyst Will Craig shares his insight into small-cap stocks. Public companies worth $6 billion or less can present attractive pricing opportunities, he explains, simply because not as many investors are paying attention to this promising corner of the financial markets. Related resources:10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.