Capital Ideas podcast

Capital Group portfolio manager Peter Eliot shares the journey that led him from a career as a value-oriented analyst covering the chemicals industry to a growth investor focused on both small- and large-cap companies. Related resources: 10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com . For full disclosures go t...

Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It's a trend called "Friendshoring." Listen in as Capital Group analyst Jeff Garcia explains this growing facet of global trade and why it's likely to become even more important in the years ahead. Related resources: Reshoring supply chains: What does it mean for investors? For...

Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Can stocks continue to build on the powerful gains from 2023? Are bonds in better shape this year? Is the Federal Reserve done raising interest rates? Listen in to hear their views. Related resources: 2024 Outlook Report For industry-leading insights, support tools and more, subscribe to...

Tim Armour, Capital Group's recently retired CEO, reflects on his 40-year career as an analyst, portfolio manager and eventual leader of the company. He shares what he learned along the way and how he navigated some of the biggest market events over the past four decades. Related resources: 2024 Outlook Report For industry-leading insights, support tools and more, subscribe to Capital Ideas at get...

The final episode of 2023 highlights some of the best moments from the Capital Ideas Podcast this year. Capital Group portfolio managers share their views on everything from investing through periods of crisis, to the power of concentrated portfolios, to the important lessons that emerge from success as well as failure. We also reveal our top book selection of the year. Related resources: 2024 Out...

Capital Group portfolio Manager Anne-Marie Peterson is always looking out for the next great investment idea whether it revolves around new-economy tech giants or old-economy stalwarts. Listen in to find out where she is identifying opportunities in today's market.   Related resources: Stock market outlook: It's time for diversification For industry-leading insights, support tools and more, subscr...

Amid the rise of artificial intelligence (AI), Capital Group portfolio manager Grant Cambridge says that human insight is more important than ever when it comes to making prudent investment decisions. AI programs may be important tools for research and analysis, he argues, but they will never replace human intuition and sound judgement. Related resources: AI and the new megacycle for tech For indu...

Capital Group investment analyst Will Craig shares his insight into small-cap stocks. Public companies worth $6 billion or less can present attractive pricing opportunities, he explains, simply because not as many investors are paying attention to this promising corner of the financial markets. Related resources: 10 investment themes for 2023 For industry-leading insights, support tools and more,...

Capital Group economist Darrell Spence examines the Federal Reserve's battle against inflation. Is the Fed going to hit its 2% inflation target? If so, when? And what does it mean for the U.S. economy and interest rates? Darrell shares his view. Related resources: U.S. government debt: We need to talk This content is published by Capital Client Group, Inc. For industry-leading insights, support to...

Capital Group portfolio manager Tomoko Fortune explains how her globally diverse life experience — growing up in New Jersey and Japan — led to an appreciation for global diversity in the investment business. Related resources: 10 investment themes for 2023 This content is published by Capital Client Group, Inc.  For industry-leading insights, support tools and more, subscribe to Capital Ideas at g...

Reagan Anderson, Senior Vice President of Government and Regulatory Affairs in Capital Group's Washington, D.C. office, examines the issues and challenges that are likely to shape the 2024 U.S. presidential election. She also provides a glimpse into how Capital interacts with elected leaders on a wide variety of topics affecting the investment industry. Related resources: Guide to investing in an...

Capital Group portfolio manager Chapman Taylor describes the rapid pace of change he witnessed firsthand on a recent visit to India, shares his outlook for emerging markets and explains why building relationships with business and political leaders is essential for successful investing.   Related resources: Emerging markets: Positive signs even as China slows This content is published by Capital C...

As New Perspective Fund® (NPF) celebrates its 50 th anniversary, NPF portfolio manager Jody Jonsson shares her outlook for the global equity markets. The tailwind provided by 40 years of declining interest rates is over, she says, and it's time to think about the new reality of investing.   Related resources: New reality for investors: 5 big trends changing markets This content is published by Cap...

Capital Group portfolio manager Nick Grace discusses his approach to investing in the long-term transition from fossil fuels to renewable energy. The key, he says, is identifying green energy initiatives that are driven primarily by market economics, not government policy. Related resources: 5 trends driving energy markets in 2023 Clean hydrogen: Growing opportunities beyond the hype   This conten...

Capital Group's Don O'Neal, a portfolio manager with The Growth Fund of America®, shares stories from a 37-year investing career that began with a nuclear meltdown and spanned some of the greatest bull markets in U.S. history. Related resources: 10 investment themes for 2023 This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to...

At a pivotal time for monetary policy around the world, Capital Group fixed income portfolio manager Tom Reithinger offers his outlook for inflation and the impact it's having on global interest rates.   Related resources: As the Fed pauses, what's next for inflation and rates? This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe...

Capital Group portfolio manager Michael Cohen shares his thoughts about investing based on three decades of experience in the global equity markets. When it comes to his stock portfolios, there is one thing he's learned: You can't have 100 best friends.   Related resources: Making the case for international equities This content is published by Capital Client Group, Inc.  For industry-leading insi...

Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, the circumstances that launched him on a professional life in Asia and Europe, and the importance of avoiding emotional overreactions to stock markets. Related resources: Making the case for international equities This content is published by Capital Client Group, Inc...

Video games may be fun to play, but are they also recession proof? Will avid gamers continue to play no matter how bad the economy gets? We explore that question with equity analyst Nathan Meyer, who covers the fast-growing video games industry for Capital Group.   Related resources: U.S. economy hit by rolling recession Guide to recessions   This content is published by Capital Client Group, Inc....

Looking for some good reading material? We've got you covered. Here are six compelling titles taken straight from the shelves of Capital Group investment professionals — along with some literary thoughts from our political economist and published author Matt Miller. Related resources: 6 books for summer reading This content is published by Capital Client Group, Inc. For industry-leading insights,...

Emerging market investment opportunities are broadening beyond China to include India, Vietnam and Mexico. Veteran portfolio manager Brad Freer explains how nearshoring and the "China Plus One" strategy could benefit investors. Related resources: This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalid...

As Capital Group celebrates 50 years of managing fixed income portfolios, longtime bond investors share some memorable experiences and lessons learned. The second of a two-part series features retired portfolio manager Mark Brett, who served as principal investment officer for Intermediate Bond Fund of America®, and current portfolio manager David Daigle, principal investment officer for American...

What's it like to manage stocks through periods of crisis? That's what Capital Group portfolio manager Justin Toner learned in his first weeks on the job in September 2001 — and then continued to learn through the great financial crisis, the pandemic and beyond.   Related resources: 2023 Midyear Outlook This content is published by Capital Client Group, Inc. For industry-leading insights, support...

Capital Group analyst Isaac Sudit shares his outlook for the semiconductor industry. What's with all the hype surrounding artificial intelligence? Why are electric vehicles so important? And how has the pandemic fundamentally transformed the business of designing, manufacturing and selling computer chips? Tune in to find out. Related resources:  10 investment themes for 2023 This content is publis...

As Capital Group celebrates the 50 th anniversary of it's debut in the business of fixed income management, long-tenured present and retired portfolio managers share some memorable experiences and lessons learned. The first of a two-part series features current portfolio manager Kirstie Spence, who focuses on emerging markets debt, and retired portfolio manager John Smet, who also served as princi...