Capital Ideas podcast

Not only has the semiconductor played an essential role in the proliferation of technology over the past half century, but the companies that design and make microchips have had to adapt to the changing demands of a constantly evolving sector. Investment analyst Isaac Sudit offers insight into these companies as well as perspective on how semiconductors have changed our lives as consumers. Isaac S...

University of Pennsylvania professor Adam Grant talks with Capital Group's Matt Miller about the dynamics of success and productivity in the workplace. Might a six-hour work week help? Can procrastination actually be a good thing? Listen and find out. Organizational psychologist Adam Grant is the top-rated professor at the University of Pennsylvania's Wharton School of Business. He's been recogniz...

The next recession — when it will hit, what will trigger it — is top of mind for many investors now that the U.S. expansion is entering its 10th year. Capital Group economists Jared Franz and Darrell Spence and equity portfolio manager Joyce Gordon take an in-depth look at recessions and offer their perspectives on what investors can do to prepare for the next one. Get our Guide to recessions [fre...

Employer-sponsored 401(k)s and other defined contribution plans have become the foundation of the U.S. retirement system, but there's a $5 trillion savings gap that still needs to be addressed. In this episode, Ralph Haberli, head of the retirement business at Capital Group, suggests how 401(k) plans could do better for their participants. Ralph Haberli is a sales director and heads the institutio...

Recorded in Hong Kong, this episode takes you behind the scenes for an in-depth look at China and the critical issues of growth, trade and geopolitics. Host Matt Miller dropped in on investment analyst Andrew Dougherty, economist Stephen Green and portfolio manager Steve Watson to get their perspectives on themes of vital importance to investors the world over. Andrew Dougherty covers Asia-Pacific...

As the U.K. approaches a March 29 deadline to leave the European Union, Capital Group investment professionals discuss the market and economic implications of this seismic shift away from four decades of European integration. What does it mean for future economic growth, the political landscape and the long-term investment outlook for U.K. financial assets? Equity portfolio manager Caroline Randal...

This episode features a revealing mix of perspectives from three Capital Group portfolio managers. Barry Crosthwaite examines the fundamentals of U.S. and Chinese markets to make sense of today's perplexing global economic cycle. Brad Freer looks beyond a recent rough spell for emerging markets equities to reveal long-term opportunities he's finding there. And Pramod Atluri shares strategic moves...

Capital Group portfolio manager Mark Brett discusses worldwide opportunities in the fixed income markets. As rising interest rates, global trade disputes and geopolitical conflicts keep investors on edge, Brett explains his approach to identifying untapped value and seeking to avoid excessive risks. Mark Brett is a portfolio manager specializing in global bonds. He has 39 years of investment exper...

Late 2018 has been an unsettling time for investors. In this episode, three seasoned investment professionals deliver Capital Group's 2019 Outlook, offering their perspectives on the global economy as well as equity and fixed income markets. Want continuing education credit? Financial professionals (CFP* and CIMA) can take the quiz after listening.  Rob Lovelace is vice chairman of Capital Group a...

As rising U.S. interest rates reverberate around the world, Capital Group portfolio manager Rob Neithart discusses his outlook for the global bond market, including high-grade government bonds, corporate credit and emerging markets debt. As a fixed income portfolio manager, Rob Neithart focuses on global multi-currency fixed income, emerging market debt and global high income portfolios. He has 30...

Capital Group economist Jared Franz discusses the rapid development of artificial intelligence and machine learning, including the relevant implications for investors. Can AI provide a meaningful boost to U.S. economic growth? Franz shares his view. Jared Franz is an economist at Capital Group, responsible for covering the U.S. and Latin America. He has 12 years of investment industry experience,...

While many investors wring their hands over a prolonged U.S. bull market — waiting for the other shoe to drop — portfolio manager Alan Berro bides his time. The fact that Berro doesn't think the end of this expansion is imminent may be beside the point. Most of the high-flying, value-stretched growth stocks getting all the attention fall outside the purview of the growth-and-income and balanced fu...

Capital Group investment director David Polak discusses the challenges facing global investors amid increasingly bitter trade disputes and a widening return gap between U.S. and non-U.S. stocks. David Polak leads the investment specialist team representing Capital Group's global equity services. He has 34 years of investment industry experience, 13 of them with Capital. Prior to joining Capital, D...

Emerging markets stocks have come under pressure amid slowing economic growth and a brewing trade war, but the full story is much more complex. As veteran portfolio manager Noriko Chen explains in this podcast, not all emerging markets are the same and the outlook for EM stocks is as varied as the countries themselves. Noriko Chen is an equity portfolio manager at Capital Group and a member of the...

Small-capitalization stocks have been on a roll in 2018. Who better to offer his perspective on this development than portfolio manager/investment analyst Greg Wendt, who has spent his entire career researching and investing in small-cap companies? A 30-year veteran of Capital Group, Greg offers his thoughts on this underappreciated asset class and shares engaging stories of his encounters with we...

This episode features a diverse sampling of perspectives from three Capital Group investment professionals. Economist Jared Franz shares his outlook for the global economy. Equity investment analyst Jeff Garcia spotlights opportunities in today's emerging markets, especially Latin America. And fixed income portfolio manager Shannon Ward discusses the high-yield bond market. Jared Franz is an econo...

Economist and investment strategist Ed Yardeni discusses his new book, Predicting the Markets: A Professional Autobiography , and offers his thoughts on why the nine-year-long bull market in U.S. equities can continue. Listen to hear his straightforward rationale. Dr. Ed Yardeni is the president of Yardeni Research, Inc., a provider of global investment strategy and asset allocation recommendation...

Capital Group portfolio manager Jim Lovelace discusses the importance of investing in conservative, dividend-paying stocks at a time when high-flying, growth-oriented stocks are commanding the spotlight. Jim offers his constructive view against a backdrop of rising U.S. interest rates and deteriorating global trade relations. Your host Matt Miller is the policy and communications advisor for Capit...

This episode features Capital Group's 2018 Midyear Outlook. Three seasoned investment professionals offer a status report on the financial markets — both equity and fixed income — and the global economy at midyear. Want continuing education credit? Financial professionals (CFP* and CIMA) can take the quiz after listening. Note: You'll be directed to AssetTV.com. Just click the gold CE Quiz logo to...

Whether you're a regular listener or tuning in for the first time, this episode may be just your cup of tea. We've compiled the most memorable moments and astute investment insights from our impressive lineup of guests over the past year and a half. There's something here for everybody. Do you like: International politics? (Got you covered) Intriguing authors? (Check) High-tech . . . pharma . . ....

Capital Group portfolio manager Claudia Huntington reflects on a long career primarily dedicated to U.S. equity investing. In a wide-ranging interview, Claudia discusses her fundamental investment approach, lessons she learned along the way and her cautious outlook on the current equity-market environment. Your host Matt Miller is the policy and communications advisor for Capital Group. An author...

What is artificial intelligence? Would we know it if we could see it? Professor and author Hod Lipson offers startling insight into the impact A.I. is already having on our lives and where it's likely to lead us in the not-distant future. Should our worst fears about A.I. overshadow its potential upside? Humans of all stripes — and investors, in particular — will want to listen and find out. Hod L...

Capital Group aerospace and defense analyst Todd Saligman discusses his positive outlook for the fast-growing commercial aircraft industry, the fierce competition between Airbus and Boeing and the favorable impact of sharply higher U.S. defense spending. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former  Washington Post  columnist, Matt was co-h...

In this episode, we turn the tables on host Matt Miller and pick his brain on a subject near and dear to his heart: the U.S. political scene. Shifting trade policy with China, upcoming midterm elections, regulatory probes into tech-company practices — as long as it's happening on Capitol Hill (and relevant to Capital Group investors) nothing's off the table. Matt Miller is a political economist fo...

The return of inflation has rattled financial markets this year. As U.S. interest rates move higher, investors are looking for clues about how rising consumer prices may influence U.S. monetary policy. In this podcast, fixed income portfolio manager Ritchie Tuazon sheds some light on the issue by sharing his outlook for inflation and rates with Capital Group senior writer Dan Indiviglio. Tuazon ha...