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Capital Ideas Investing Podcast

Latest episodes

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May 18, 2023 • 16min

Debt ceiling showdown approaches 11th hour

As U.S. lawmakers wrangle over raising the federal debt ceiling, Capital Group political economist Matt Miller and fixed income portfolio manager Tom Hollenberg discuss the investment implications of a potential default.   Related resources:Debt ceiling showdown: Should investors worry? 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.  
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May 11, 2023 • 11min

The dividend decade

Capital Group portfolio manager Caroline Randall shares her views on why dividends may be a more significant and stable contributor to total returns for investors. Plus, how she is finding dividend opportunities in the energy, health care and industrial sectors.   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.  
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5 snips
May 5, 2023 • 24min

The Art of Stock Picking

Capital Group portfolio manager Diana Wagner shares her views on finding opportunities in the aftermath of the banking crisis and in the “picks and shovels” of AI, as well as why she believes investment management is a truth-seeking business. 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.  
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4 snips
Apr 28, 2023 • 13min

Tech sector turnaround: Will it last?

Capital Group portfolio manager Chris Buchbinder discusses the turnaround in the tech sector, the new focus on profitable growth rather than growth at any cost and why some of tech's fallen angels are flying again. 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.  
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Apr 21, 2023 • 26min

Tech innovation creates health care investment opportunities

Capital Group portfolio manager Rich Wolf shares his views on the intersection of tech and the health care industry. Learn how tech innovation – including AI – is creating health care investment opportunities. 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.  
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Apr 14, 2023 • 6min

10 lessons from 2008 that apply today

Series host Will McKenna covers 10 timely lessons portfolio manager and former banking analyst Will Robbins learned from his experience covering banks during the global financial crisis. Related resources: 10 investing lessons from 2008 that apply today 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.  
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Apr 7, 2023 • 26min

Why the world keeps getting better

Capital Group portfolio manager Carl Kawaja shares his views on growth versus value investing, whether international markets will ever again outpace U.S. equities, and why he believes the world keeps getting better. Related resources: 10 investment themes for 2023https://www.capitalgroup.com/advisor/insights/articles/10-investment-themes.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.
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Mar 31, 2023 • 32min

New growth investing opportunities, part 2

In a wide-ranging interview, Capital Group portfolio manager Mark Casey discusses the recent collapse of Silicon Valley Bank, the rapid pace of technology innovation, the 2022 stock market sell-off, and the evolution of cryptocurrencies — Bitcoin, in particular. Related resources:3 views on the future of growth investing 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.
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Mar 22, 2023 • 15min

Making sense of banking sector turmoil

Capital Group equity portfolio manager Will Robbins discusses the recent bank failures in the U.S. and offers his views on how investors can navigate near-term market volatility. A former banking analyst, Robbins also shares his perspective from past banking crises and the potential path forward for the Federal Reserve and other central banks. Related resources: What the SVB collapse means for investors  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.  
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Mar 17, 2023 • 8min

10 investment themes for 2023

Series host Will McKenna hits the highlights from our new e-book: 10 investment themes for 2023. Find out which trends Capital Group portfolio managers are monitoring and where they see investment opportunities. Go to 10investmentthemes.com to download a copy of the e-book. Related resources: 10 investment themes for 2023 article 10 investment themes for 2023 webinar 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.  

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