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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.


American Funds Distributors, 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.

Capital Ideas Investing Podcast Capital Group

    • Näringsliv

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.


American Funds Distributors, 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.

    What’s the state of the states?

    What’s the state of the states?

    As pandemic-era stimulus dries up, municipal bond investors must weigh how fundamentals of state and local governments will cope. Capital Group fixed income portfolio manager Lee Chu discusses how she finds value in this space amid this shifting dynamic, potential impacts of the coming election and broader economic uncertainty. #CapGroupGlobal


    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.
    Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist
    For full disclosures go to capitalgroup.com/global-disclosures.
    This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S.
     U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq
     To stay informed follow us
    LinkedIn: https://bit.ly/42uSYbm
    YouTube: https://bit.ly/4bahmD0
    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/
     About Capital Group
    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.
     Learn more: capitalgroup.com
     Join us: capitalgroup.com/about-us/careers.html
     Copyright ©2024 Capital Group
     

    • 23 min
    Conversations with Mike Gitlin: Featuring Jessica Spaly

    Conversations with Mike Gitlin: Featuring Jessica Spaly

    Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst, Jessica discusses why she was drawn to Amazon in the early days of the e-commerce revolution and how her teenage daughters help her assess cutting-edge retail trends today. #CapGroupGlobal


    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.

    Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

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

    This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S. 
    U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq
    To stay informed follow us:
    LinkedIn: https://bit.ly/42uSYbm
    YouTube: https://bit.ly/4bahmD0
    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/
     About Capital Group
    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.
    Learn more: capitalgroup.com
    Join us: capitalgroup.com/about-us/careers.html
    Copyright ©2024 Capital Group

    • 28 min
    Can the U.S. economy survive higher interest rates?

    Can the U.S. economy survive higher interest rates?

    Capital Group portfolio managers Will Robbins, John Queen and Michelle Black share their views on the stock and bond markets, including the impact of U.S. interest rates that are currently at a 23-year high. This podcast features excerpts from our February 29 webinar, “Asset allocation for 2024.” #CapGroupGlobal


    Related material
    Webinar: Asset allocation for 2024
     
    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.
     
    Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist 


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

     

    This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.

     

    U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq
     
    About Capital Group
    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.
    Learn more: capitalgroup.com
    Join us: capitalgroup.com/about-us/careers.html
    To stay informed follow us on
    LinkedIn: https://bit.ly/42uSYbm
    YouTube: https://bit.ly/4bahmD0
    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/
    Copyright ©2024 Capital Group

    • 21 min
    Mastering the obvious for investment success

    Mastering the obvious for investment success

    Capital Group portfolio manager Reed Lowenstein shares how active listening and getting the basic details right has helped him build a successful investing career. He explains the importance of holding onto strong convictions lightly and how judgments of corporate leaders help shape his investment decisions.


    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights. 
    Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist
    For full disclosures go to capitalgroup.com/global-disclosures.
    This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S. 
    U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq
    To stay informed follow us
    LinkedIn: https://bit.ly/42uSYbm
    YouTube: https://bit.ly/4bahmD0
    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/
    About Capital Group
    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. 
    Learn more: capitalgroup.com
    Join us: capitalgroup.com/about-us/careers.html
    Copyright ©2024 Capital Group

    • 30 min
    Conversations with Mike Gitlin: Featuring Carl Kawaja

    Conversations with Mike Gitlin: Featuring Carl Kawaja

    Capital Group CEO Mike Gitlin interviews Carl Kawaja, equity portfolio manager and chair of Capital Research and Management Company. Carl shares his thoughts about growing up on a Caribbean island, why he thinks humor is important to making good investment decisions, and how the rise of new weight loss drugs is affecting companies inside and outside the health care industry. #CapGroupGlobal
     
    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.
     
    Watch our latest vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist
     
    For full disclosures go to capitalgroup.com/global-disclosures.
     
    This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.
     
    U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq
     
    To stay informed follow us
    LinkedIn: https://bit.ly/42uSYbm
    YouTube: https://bit.ly/4bahmD0
    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/
     
    About Capital Group
    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.
     
    Learn more: capitalgroup.com
     
    Join us: capitalgroup.com/about-us/careers.html
     
    Copyright ©2024 Capital Group

    • 30 min
    Will commercial real estate sink the U.S. economy?

    Will commercial real estate sink the U.S. economy?

    Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on the market for office space, and what this trend could mean for the U.S. economy. #CapGroupGlobal

    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.
    Watch our latest vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist
    For full disclosures go to capitalgroup.com/global-disclosures.
    Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S.
    U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq
    About Capital Group
    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.
    Learn more: capitalgroup.com
    Join us: capitalgroup.com/about-us/careers.html
    To stay informed follow us
    LinkedIn: https://bit.ly/42uSYbm
    YouTube: https://bit.ly/4bahmD0
    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/
    Copyright ©2024 Capital Group

    • 25 min

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