Capital Ideas Podcast

Capital Ideas Podcast

Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world’s largest investment management organizations. Each week we’ll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures.

Episodes

April 24, 2025 26 mins

High-yield bonds are showing strong income potential. Bond manager David Daigle discusses how these bonds have evolved from the 1980s’ debt-fueled buyouts depicted in the movie Wall Street. In a conversation with Mike Gitlin, he compares high-yield debt investing to avalanche safety training and shares which investors may benefit from exposure to high-yield bonds. David also relays how investing in companies that ended in bankruptc...

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Veteran equity portfolio manager Chris Buchbinder explains the importance of patience in periods of market volatility and economic upheaval. He draws parallels between past crisis events and today’s brewing ...

April 15, 2025 20 mins

With the traditional autos sector in the midst of

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The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real estate and health care to labor market dynamics. Within health care, Cheryl discusses how regulatory changes could impact the industry significantly given th...

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Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide. From his time mowing lawns to serving as a ball boy for the Kansas Jayhawks, Matt brings a Midwest mindset to stock picking, and explains why this latest bout of U.S. market volatility underscores the importance of a diverse portfolio. #CapGroupGlobal

 

 

For full disclosures go to capitalgroup...

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April 1, 2025 16 mins

Fixed income investment analyst Etrit Read more

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 Capital Group’s Mike Gitlin interviews pioneering emerging markets investor Victor Kohn as he retires after four decades in the business. Ko...

As tariff talk roils the financial markets, Capital Group economist Jared Franz and investment director David Polak discuss how protectionist trade policies could affect the outlook for the U.S. economy. Will rising policy uncertainty trip up an otherwise healthy economic environment? Tune in t...

March 18, 2025 24 mins

Cutting through the AI market noise, equity investment analyst Julien Gaertner discusses how fundamental research and in-depth analysis can help identify significant technological shifts and highlight areas they believe are set to benefit from these transformational changes. #CapGroupGlobal

 

 

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ide...

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Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about...

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Want to learn how some of the best women investors thrive in a competitive industry? In this episode, you’ll hear from five portfolio managers with a combined 155 years of investment industry experience. You’ll hear about habits that help them succeed, why culture matters and finding opportunities during market c...

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The cruise industry has seen a significant rebound in passenger volumes, surpassing pre-pandemic levels in many regions. Equity analyst Todd Saligman discusses some of the key...

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How can investors identify disruptive business models that can maintain growth? For Lara Pellini, it involves a travel-intensive, hands-on ap...

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Dane Mott, a Capital accounting analyst, shares his experiences and insights from a trip he recently led to Columbus, Ohio for an up close view of how artificial intelligence is transforming the American heartland. Dane, an Ohio native, describes the ...

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When stock markets continuously reach new highs, investors might be tempted to throw caution to the wind — or conversely, stay on the sidelin...

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Wesley Phoa, a portfolio manager overseeing the American Funds Target Date Retirement Series® and other portfolio solutions, discusses his thoughts on investing at a time of heightened uncertainty. With trade wars and actual wars raging around the wor...

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There are many stock pickers in the asset management industry, but can they also take on basketball legend Michael Jordan in a pick-up game? ...

Capital Group chief executive officer Mike Gitlin and vice chair Jody Jonsson share their outlook for the markets, the economy and key industry trends — from the rise of artificial intelligence, to...

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How does the curiosity that inspires a global nomadic lifestyle also influence investing insights

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January 2, 2025 22 mins

Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Where are the most compelling opportunities in stocks and bonds? What’s the likely path of inflation and interest rates? How will the incoming Trump administration impact the global e...

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