93 episodes

Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories.

Capital Ideas Investing Podcast Capital Group

    • Investing
    • 4.8, 161 Ratings

Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories.

    What’s next for global equities?

    What’s next for global equities?

    Capital Group portfolio manager Carl Kawaja discusses the outlook for global equity markets in the COVID-19 era. In a wide-ranging interview, Carl offers his view of the remarkable stock market rally since late March, as well as the challenges and opportunities facing investors amid unprecedented levels of market and economic uncertainty.
    Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.
    Carl Kawaja is an equity portfolio manager with 33 years of investment experience, 28 at Capital Group. He earned an MBA in finance from Columbia Business School and a bachelor's degree in history from Brown University.
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.
    The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit the capitalgroup.com/ca for Capital Group insights.

    • 30 min
    2020 Midyear Outlook

    2020 Midyear Outlook

    Capital Group investment professionals discuss the outlook for markets and the economy. We’ll conclude with implications for your portfolio allocations for the second half of 2020.
    To view the webinar or attend future webinar events, visit capitalideaswebinars.com.
    This episode is available for one hour of CE credit for CFP* and CIMA designations. Take the CE credit quiz.
    For U.S. listeners: 2020 Midyear Outlook slides (PDF)
    *CFP credit is available only for U.S.-based webinar registrants.
    For Canadian listeners (financial advisors only): To view webinar and slides or attend future webinars, register here.
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.
    The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit capitalgroup.com/ca for Capital Group insights.

    • 1 hr
    Volatility 2020: Guide to market recoveries

    Volatility 2020: Guide to market recoveries

    It’s time to look to the future with two veteran equity managers — one U.S., one international — as they offer their views on the path to recovery for the global economy and world markets. Join us for a healthy dose of optimism and long-term perspective.
    To view the webinar or attend future webinar events, visit volatility2020.com.
    This episode is available for one hour of CE credit for CFP* and CIMA designations. Take the CE credit quiz. 
    For U.S. listeners: Guide to market recoveries webinar slides (PDF) 
    *CFP credit is available only for U.S.-based webinar registrants.
    For Canadian listeners (financial advisors only): To view webinar and slides or attend future webinars, register here.
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.
    The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit capitalgroup.com/ca for Capital Group insights.

    • 1 hr 2 min
    Volatility 2020: Coronavirus response by generation

    Volatility 2020: Coronavirus response by generation

    New research offers surprising insights into millennial, Gen X and boomer investors and how they are responding to the crisis. We track changing attitudes and behaviors, and strategize how to help each generation come out of this downturn positioned for long-term success.
    To view the webinar or attend future webinar events, visit volatility2020.com. 
    This episode is available for one hour of CE credit for CFP* and CIMA designations. Take the CE credit quiz.
    For U.S. listeners: Coronavirus response by generation webinar slides (PDF)
    *CFP credit is available only for U.S.-based webinar registrants.
    For Canadian listeners (financial advisors only): To view webinar and slides or attend future webinars, register here.
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.
    The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit capitalgroup.com/ca for Capital Group insights.

    • 1 hr 1 min
    Volatility 2020: Seeking higher income in a low-rate world

    Volatility 2020: Seeking higher income in a low-rate world

    With rates near zero, where can income-seeking investors turn for higher yield without taking on too much credit risk? Veteran bond managers Damien McCann and Scott Sykes are here to help you navigate credit markets in a post-crisis world. 
    To view the webinar or attend future webinar events, visit volatility2020.com.
    This episode is available for one hour of CE credit for CFP* and CIMA designations. Take the CE credit quiz.
    For U.S. listeners: Seeking higher income in a low-rate world webinar slides (PDF) 
    *CFP credit is available only for U.S.-based webinar registrants.
    For Canadian listeners (financial advisors only): American Funds are intended only for persons eligible to purchase U.S.-registered mutual funds. To view webinar and slides or attend future webinars, register here.
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.
    The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit capitalgroup.com/ca for Capital Group insights.

    • 56 min
    Volatility 2020: Equity and fixed income outlook

    Volatility 2020: Equity and fixed income outlook

    Join us for a stock and bond outlook with two veteran investment professionals, equity portfolio manager Martin Romo and head of fixed income Mike Gitlin. Martin and Mike share lessons learned from past declines and how they think about positioning portfolios for an eventual recovery.
    To view the webinar or attend future webinar events, visit volatility2020.com. 
    This episode is available for one hour of CE credit for CFP* and CIMA designations. Take the CE credit quiz.
    For U.S. listeners: Equity and fixed income outlook webinar slides (PDF) 
    *CFP credit is available only for U.S.-based webinar registrants.
    For Canadian listeners (financial advisors only): To view webinar and slides or attend future webinars, register here. 
    Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.
    The Capital Ideas website is not intended for use outside the U.S. In Canada, please visit capitalgroup.com/ca for Capital Group insights.

    • 58 min

Customer Reviews

4.8 out of 5
161 Ratings

161 Ratings

MPWHIT ,

Consistent High Quality Conversations

This show always has really smart people talking about interesting topics.

Twiggy Sunday ,

Radical Uncertainty Episode Feedback

Interesting episode. Disagree that decision theory is invaluable: allows calculation of the value of perfect knowledge which is extremely useful. Also, Monte Carlo simulations can determine a statistical distribution of outcomes in a stochastic process, useful in making risk-based decisions.

Clarisse Gomez ,

Awesome Podcast!!!

Matt, host of the Capital Ideas Investing Podcast, highlights all aspects of business, investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

Top Podcasts In Investing

Listeners Also Subscribed To