Capital Ideas podcast

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Washington focus with Matt Miller Jan 29, 2021

Show notes

To help investors make sense of the political transition in Washington, we've flipped the script and asked our host, Matt Miller, to offer his perspective on the next four years. A political economist, Miller provides insight into the road ahead for the new administration, what the newly aligned Congress could mean for industries like technology and health care, and more.

Matt Miller is a policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

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 age of Angrynomics Jan 15, 2021

Show notes

Economist Eric Lonergan discusses his book, "Angrynomics," which explores how anger has contributed to the rise of divisive politics and unsustainable economic policies. The book, written with coauthor Mark Blyth, also offers some unconventional solutions, as Capital Group's Matt Miller reveals in this wide-ranging interview.

This content is published by Capital Client Group, Inc.

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The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

2021 Outlook Dec 31, 2020

Show notes

Join us for a timely discussion of markets and the global economy, plus a detailed look at equity and bond market opportunities. We conclude with implications for portfolio allocations in 2021.

To view the additional resource, 2021 Outlook slides, click here [PDF] or copy and paste bit.ly/3tjl9dF into your browser.

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

This episode is no longer available for CE credit.

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.

Retiring bond manager charts the path ahead Dec 11, 2020

Show notes

London-based fixed income portfolio manager Mark Brett is retiring at the end of 2020. Here he distills the perspective gained over his four-decade career into practical guidance for bond investors embarking on what he sees as a new phase for the markets.

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.

Mark Brett is a fixed income portfolio manager with 40 years of investment experience. He is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment.

Adapt or die: Retailers navigate the pandemic storm Dec 04, 2020

Show notes

Capital Group equity analyst Rachel Bowman shares her outlook for the U.S. retail sector amid a pandemic-ravaged holiday shopping season. Some retailers are having their best year ever, she notes, while many others are going bankrupt — and there's not much in between.

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.

Rachel Bowman is an equity investment analyst who covers U.S. apparel and department stores. She has four years of investment industry experience and she joined Capital Group earlier this year. She holds a degree in chemical engineering from Massachusetts Institute of Technology.

Health care's future is now Oct 22, 2020

Show notes

Medical technology has come a long way in the two decades since the sequencing of the human genome. Given the staggering advances ahead of us, combined with the immediate global need to find a vaccine and treatments for COVID-19, it's little wonder that portfolio manager Rich Wolf says, "There's never been a more exciting time in health care."

This content is published by Capital Client Group, Inc.

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

Richmond Wolf is an equity portfolio manager with 23 years of investment experience. As an equity investment analyst, he covers U.S. medical technology companies and REITs. He holds a PhD from the California Institute of Technology and a bachelor's degree from Princeton.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Related (Canadian version): Health care innovation reaches warp speed

Acorns to oaks: 2 views on small-cap stocks Sep 24, 2020

Show notes

Many small-cap stocks are among the world's most innovative and fastest growing companies, but the asset class tends to be more volatile than large-cap stocks. We check in with veteran small-cap investors Greg Wendt and Brad Freer, who share their thoughts on this less-understood asset class.

This content is published by Capital Client Group, Inc.

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.

Greg Wendt is an equity portfolio manager and investment analyst with 32 years of experience. He holds an MBA from Harvard and a bachelor's from the University of Chicago.

Brad Freer is an equity portfolio manager with 26 years of investment experience. He holds a bachelor's degree from Connecticut College and is a CFA charterholder.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Lessons learned from a half-century of investing Sep 10, 2020

Show notes

As portfolio manager Claudia Huntington prepares to turn the page on a storied 47-year career at Capital Group, we couldn't help but request one final interview. Here she shares her top three lessons for young investors, why she loves small-cap growth companies and more.

Claudia Huntington is an equity portfolio manager with 47 years of investment experience. She holds an MBA from Harvard and a bachelor's in economics from Stanford.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

This content is published by Capital Client Group, Inc.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Want investment insights in your inbox? For industry-leading articles, 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, please visit the capitalgroup.com/ca for Capital Group insights.

Video games triumph in the stay-at-home era Aug 27, 2020

Show notes

Capital Group equity analyst Nathan Meyer discusses the rapid growth of the video game industry amid the COVID-19 pandemic. In the stay-at-home era, new gamers are entering the market and existing gamers are spending more time than ever playing console, PC and mobile games. Meyer explains why that's welcome news for investors.

Nathan Meyer is an equity investment analyst who covers the video games industry for Capital Group, among other responsibilities. He holds a bachelor's degree in economics and history from Brown University.

This content is published by Capital Client Group, Inc.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Want investment insights in your inbox? For industry-leading articles, 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, please visit capitalgroup.com/ca for Capital Group insights.

Municipal bond market: 2020 update Aug 14, 2020

Show notes

The year 2020 has been uncharacteristically eventful for the municipal bond market, which has seen multiple shifts in direction in just a few short months. We check in with resident muni portfolio managers Chad Rach and Mark Marinella for a recap of the volatile year to date; a status report on muni mainstays such as airports, toll roads and hospitals in the midst of the pandemic; and a glimpse at what muni bond investors might expect for the second half of the year.

Chad Rach is a fixed income portfolio manager with 27 years of investment experience. He holds an MBA from the University of Chicago and a bachelor's from Marquette University.

Mark Marinella is a fixed income portfolio manager with 33 years of investment experience. He holds an MBA from Boston College and a bachelor's in economics from the University of Massachusetts. He is also a CFA charterholder.

This content is published by Capital Client Group, Inc.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

Want investment insights in your inbox? For industry-leading articles, 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, please visit thecapitalgroup.com/ca for Capital Group insights.

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