Capital Ideas podcast

Latest Episodes:

Trying to avoid investment mistakes Jun 29, 2023

Show notes

One of the best ways to make money is to avoid losing it in the first place. That's why Capital Group portfolio manager Jeff Lager tries to avoid making investment mistakes, and why he tries to build portfolios that are able to withstand recessions. 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.

Is the bear market over? Jun 22, 2023

Show notes

Capital Group portfolio manager Greg Wendt discusses the lessons he has learned from 35 years of investing in stocks. And he addresses a question on the minds of many investors today: Is the bear market of 2022 finally over? 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.

High yield bonds: Avoiding the peaks and valleys Jun 15, 2023

Show notes

Capital Group portfolio manager Shannon Ward shares her outlook on the U.S. high yield bond market and how she seeks to avoid the peaks and valleys of an asset class with inherently higher risks. 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.

The power of concentration Jun 08, 2023

Show notes

How can you have concentration and diversification in the same investment portfolio? Listen and find out in this fascinating discussion with Capital Group portfolio manager Martin Jacobs.

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.

Investing in a technicolor world Jun 01, 2023

Show notes

Capital Group portfolio manager Lisa Thompson offers her thoughts on the changing path of globalization, a brighter outlook for emerging markets and why she enjoys investing in a technicolor world.

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.

3 reasons for a strong potential recovery May 25, 2023

Show notes

Economist Jared Franz sees the potential for a stronger than normal recovery after a long-anticipated recession. Host Will McKenna highlights the three forces Franz expects will combine to give the U.S. a boost coming out of this slowdown.

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.

Debt ceiling showdown approaches 11th hour May 18, 2023

Show notes

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.

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.

The dividend decade May 11, 2023

Show notes

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.

The Art of Stock Picking May 05, 2023

Show notes

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.

Tech sector turnaround: Will it last? Apr 28, 2023

Show notes

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.