Capital Ideas Podcast

Portfolio manager Jody Jonsson shares her outlook for the global equity markets in 2024, discussing topics such as changing geopolitical landscape, inflation, interest rates, and the importance of company selection. They also speculate on potential market shifts, highlight challenges for the European market in adopting electric vehicles, and discuss surprising events of 2023. Additionally, they explore personal hobbies such as flying and analyze aerospace investments. The speaker discusses their early life and influences in investing.

Capital Group portfolio manager Nick Grace discusses his approach to investing in the long-term transition from fossil fuels to renewable energy. The key, he says, is identifying green energy initiatives that are driven primarily by market economics, not government policy. Related resources:5 trends driving energy markets in 2023 Clean hydrogen: Growing opportunities beyond the hype  This content is published by Capital Client Group, Inc. 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’s Don O’Neal, a portfolio manager with The Growth Fund of America®, shares stories from a 37-year investing career that began with a nuclear meltdown and spanned some of the greatest bull markets in U.S. history. Related resources:10 investment themes for 2023 This content is published by Capital Client Group, Inc. 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.  

At a pivotal time for monetary policy around the world, Capital Group fixed income portfolio manager Tom Reithinger offers his outlook for inflation and the impact it’s having on global interest rates.   Related resources:As the Fed pauses, what’s next for inflation and rates? This content is published by Capital Client Group, Inc. 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 portfolio manager Michael Cohen shares his thoughts about investing based on three decades of experience in the global equity markets. When it comes to his stock portfolios, there is one thing he’s learned: You can’t have 100 best friends.   Related resources:Making the case for international equities This content is published by Capital Client Group, Inc.  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.  

Portfolio manager reflects on his 35-year career, discusses navigating downturns, embracing contrarian investing, and his experience living in Hong Kong and working in Europe. He also explores China's business transformation and meeting visionary entrepreneurs. Highlights the constant learning and ever-changing nature of the job.

Video games may be fun to play, but are they also recession proof? Will avid gamers continue to play no matter how bad the economy gets? We explore that question with equity analyst Nathan Meyer, who covers the fast-growing video games industry for Capital Group.   Related resources: U.S. economy hit by rolling recession Guide to recessions  This content is published by Capital Client Group, Inc. 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.  

Looking for some good reading material? We’ve got you covered. Here are six compelling titles taken straight from the shelves of Capital Group investment professionals — along with some literary thoughts from our political economist and published author Matt Miller. Related resources:6 books for summer reading This content is published by Capital Client Group, Inc. 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.  

Explore the expanding opportunities in emerging markets beyond China, with a focus on near-shoring trend. India's evolution, positive changes, and future potential. Diversifying supply chains with the 'China plus one strategy' and nearshoring in Mexico. Investment approach, winners, and losers, along with the re-emergence of emerging markets and associated risks.

As Capital Group celebrates 50 years of managing fixed income portfolios, longtime bond investors share some memorable experiences and lessons learned. The second of a two-part series features retired portfolio manager Mark Brett, who served as principal investment officer for Intermediate Bond Fund of America®, and current portfolio manager David Daigle, principal investment officer for American High-Income Trust®.   Related resources: 4 lessons from 50 years of bond investing  https://www.capitalgroup.com/advisor/insights/articles/4-lessons-50-years-bond-investing.html This content is published by Capital Client Group, Inc. 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.