Capital Ideas podcast

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32 years of investing in a complicated jigsaw puzzle Feb 01, 2024

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As he prepares for retirement, Capital Group portfolio manager Jonathan Knowles reflects on 32 years in the investment business. The global equity markets and the macroeconomic environment are a "massively complicated jigsaw puzzle" that continues to humble and perplex him, even as he plans the next chapter of his life.

Related resources:5 keys to investing in 2024

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.

Assessing the big gap between large- and small-cap stocks Jan 25, 2024

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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.

Friendshoring: The Rise of Mexico Jan 18, 2024

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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.

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.

2024 Outlook Jan 11, 2024

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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.

Through the years: An interview with former Capital Group CEO Tim Armour Jan 04, 2024

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Tim Armour, Capital Group's recently retired CEO, reflects on his 40-year career as an analyst, portfolio manager and eventual leader of the company. He shares what he learned along the way and how he navigated some of the biggest market events over the past four decades.

Related resources: 2024 Outlook Report

The Best of the Capital Ideas Podcast Dec 28, 2023

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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

Bringing imagination and creativity to growth investing Dec 21, 2023

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Capital Group portfolio Manager Anne-Marie Peterson is always looking out for the next great investment idea whether it revolves around new-economy tech giants or old-economy stalwarts. Listen in to find out where she is identifying opportunities in today's market.

Is human insight still relevant in investing? Dec 14, 2023

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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

Acorns to oaks: The power of small-cap stocks Nov 30, 2023

Show notes

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

Fed watch: Is inflation under control yet? Nov 23, 2023

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Capital Group economist Darrell Spence examines the Federal Reserve's battle against inflation. Is the Fed going to hit its 2% inflation target? If so, when? And what does it mean for the U.S. economy and interest rates? Darrell shares his view. Related resources: U.S. government debt: We need to talk

This content is published by Capital Client Group, Inc.

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