Capital Ideas podcast

Latest Episodes:

4 portfolio managers on braving bear markets Aug 26, 2022

Show notes

How is Capital Group's investment team managing ahead of a possible recession? We asked four veteran equity portfolio managers how they are positioning their portfolios and where they're finding opportunities.

Related resources:

Braving bear markets: 5 lessons from seasoned investors

When volatility is rising, boring is beautiful

10 investment themes for 2022

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.

All-weather investing amid the storm Aug 12, 2022

Show notes

Where can equity investors look to find opportunities in today's high-inflation, rising-rate environment? Portfolio manager Diana Wagner and investment analyst Ryan Brown share where they're seeking safe harbor.

Related resources:

Midyear Outlook report (PDF)

Midyear Outlook

E-book: 10 investment themes for 2022

This content is published by Capital Client Group, Inc.

To view the webinar or attend future webinar events, visit capitalideaswebinars.com.

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.

From the dollar to bitcoin: Currency deep dive Jul 29, 2022

Show notes

With global foreign exchange markets changing rapidly, Capital Group currencies analyst Jens Sondergaard shares his outlook on a strong U.S. dollar, a weak euro and a sliding yen that appears to be running away from its reputation as a safe-haven asset. Related Resources:2022 Midyear Outlook E-book: 10 investment themes for 2022

This content is published by Capital Client Group, Inc.

Midyear Outlook Jul 15, 2022

Show notes

Our Midyear Outlook for 2022 arrives against a backdrop of high inflation, slowing growth and a looming recession. We checked in with equity portfolio manager Noriko Chen and fixed income portfolio manager Pramod Atluri to get their perspectives on the market and to find out how they're adapting their portfolios to this most turbulent season.

Related resources:

Midyear Outlook report (PDF)

Midyear Outlook

E-book: 10 investment themes for 2022

This content is published by Capital Client Group, Inc.

To view the webinar or attend future webinar events, visit capitalideaswebinars.com.

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.

Talking tech: Software and social media Jul 01, 2022

Show notes

The recent market downturn has not been kind to technology investors. We checked in with veteran equity investment analysts Julien Gaertner and Ryan Brown to get their perspectives on software and social media, respectively. Are these industries at an inflection point?

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.

Wheels up: The return of air travel Jun 24, 2022

Show notes

Just in time for the summer travel season, Capital Group equity analyst Todd Saligman discusses his outlook for the airline industry as it recovers from the worst downturn in its history. With the easing of COVID restrictions in many countries, airlines are one of the top beneficiaries of a global economic reawakening.

Related resource: Air travel is taking off again

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.

Seeking opportunities in an uncertain world Jun 03, 2022

Show notes

Recorded live from the New York Stock Exchange, an equity portfolio manager and an equity investment analyst discuss the risks and opportunities of investing in today's volatile market environment as Capital Group celebrates the launch of its exchange-traded funds.

Related resources:

10 investment themes for 2022

E-book: 10 investment themes for 2022

This content is published by Capital Client Group, Inc.

To view the webinar or attend future webinar events, visit capitalideaswebinars.com.

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.

What's next for U.S. equities? May 20, 2022

Show notes

Amid ongoing geopolitical risk, high inflation and rising interest rates, what are the prospects for U.S. equities today? Two portfolio managers who invest in both growth- and value-oriented U.S. stocks across their portfolios offer insight into topics ranging from technology, health care and energy to Bitcoin and the Metaverse.

Related resources:

10 investment themes for 2022

E-book: 10 investment themes for 2022

The pros and cons of Bitcoin

This content is published by Capital Client Group, Inc.

To view the webinar or attend future webinar events, visit capitalideaswebinars.com.

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.

Fed rate hikes: How high will they go? May 06, 2022

Show notes

As the Federal Reserve and other central banks raise interest rates, investors are bracing for the consequences of tighter monetary policy around the world. In this podcast, Capital Group investment professionals offer their thoughts on the impact of high inflation and the trajectory of rising rates, as well as the potential investment implications. Is the era of easy money coming to an end? Tune in to hear their views. Related resources: Is the era of easy money coming to an end?

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.

China then and now, with portfolio manager Steve Watson Apr 22, 2022

Show notes

As part of Capital Ideas "10 investment themes for 2022" series, Hong Kong-based portfolio manager Steve Watson explores the challenges and opportunities of investing in China today. As an added bonus, Steve talks about the sweeping changes he's witnessed in China since he first visited the country 40 years ago.

Related resources:

10 investment themes for 2022

Ebook: 10 investment themes for 2022

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.