Capital Ideas podcast

Is there a future for Britain beyond Brexit? Portfolio manager Jonathan Knowles will have you convinced there is. This Singapore-based, 25-year industry veteran covers the investment implications of nationalism in Europe, internet advances in China, headwinds in the emerging markets and technological disruption just about everywhere. Listen and learn: Why Brexit might not spell calamity for Britai...

China's economy remains one of the fastest growing in the world, despite a pronounced slowdown in recent years. Exactly how fast is it growing? What are the long-term implications for investors? We explore these questions and others with Capital Group's most experienced China-watchers, economist Stephen Green and China affairs specialist Andrew Dougherty. Listen and learn: How quickly is China mov...

Technology has so accelerated the pace of innovation that ideas quickly go from invention to widespread adoption. What's driving this rapid change, and what are the implications for the global economy? Mark Casey has grappled with these questions for 17 years as an equity portfolio manager who covers U.S. internet companies from Capital Group's San Francisco office. Listen and learn: What is machi...

Today's geopolitical stakes couldn't be higher. Political disruption in the U.S. and Great Britain now may be extending to Europe. And China is asserting its new economic might in ways that have strained relations with the U.S. and others. Here to help make sense of it all — including implications for investors — is political economist Michael Thawley, a 10-year veteran of Capital Group with more...

Biographer Sebastian Mallaby discusses the life and times of Alan Greenspan, former Chairman of the Federal Reserve and one of the most influential figures in the history of modern finance. Mr. Mallaby is the Paul A. Volcker Senior Fellow for International Economics at the Council on Foreign Relations. For more information about Mr. Mallaby and his award-winning Greenspan biography, visit CFR.org...

Global investing has experienced a subtle but defining shift in recent years, and Capital Group portfolio manager Rob Lovelace has been watching it like a hawk. This "new geography" has given rise to what he calls a new breed of company — one whose business model is probably more resilient as our global trade infrastructure changes. In this episode, Rob explains how these dynamics have shaped his...

Struggling to make sense of the investment landscape in the year ahead? Between the murky U.S. interest rate picture and political upheaval in the U.S. and other parts of the world, investors may be tempted to take a wait-and-see approach. Here to lend some clarity are Capital Group portfolio managers Tim Armour and Jody Jonsson, who explain key global issues for 2017 and share opportunities they...