Capital Ideas Podcast

An economist examines the Fed's battle with inflation, predicting their actions on interest rates in 2024. The challenges and consequences of the Fed's target inflation rate are explored. The podcast also analyzes the Fed's reaction to disinflation and the likelihood of a recession. Expressions of gratitude and sponsor acknowledgement conclude the podcast.

Portfolio manager Tomoko Fortune discusses her globally diverse life experience and how it led to an appreciation for global diversity in the investment business. Topics include transitioning from Japan to the US, lessons learned as a portfolio manager, the implications of AI on various sectors, successful investments with Netflix, and favorite parts of the job.

Reagan Anderson, Senior Vice President of Government and Regulatory Affairs in Capital Group’s Washington, D.C. office, examines the issues and challenges that are likely to shape the 2024 U.S. presidential election. She also provides a glimpse into how Capital interacts with elected leaders on a wide variety of topics affecting the investment industry. Related resources:Guide to investing in an election year U.S. government debt: We need to talk 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 discusses rapid change in India, outlook for emerging markets, and building relationships. India's potential as an alternative supply chain. Importance of information networks in investment decisions. Examples of successful and failed investments. Experiences with traditional clothing in Southeast Asia.

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.