Capital Ideas Investing Podcast

Andrew Cormack, a portfolio manager with Capital World Bond Fund®, discusses his outlook for fixed income markets amid a reawakening of the global economy. Will higher inflation dampen bond market returns? When will the Fed raise interest rates? How long will the ECB keep rates in negative territory? Listen in to hear Andrew’s view. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Corporate boards have been around for nearly 500 years. Yet according to author Dambisa Moyo, the challenges they face today along the “cultural frontier” amount to a new mandate. Moyo discusses her new book, How Boards Work – and How They Can Work Better in a Chaotic World, and explains how boards are handling the demands of geopolitics, new technology and calls for diversity. Dambisa Moyo is author of the New York Times bestsellers Edge of Chaos, Winner Take All and Dead Aid. Moyo regularly contributes to the Wall Street Journal and Financial Times. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Increasingly aggressive regulation of the world’s largest and most successful technology companies has been cause for concern among many investors. But how concerned should they be? Four Capital Group investment professionals recently weighed in on the subject. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

What factors have given rise to today’s populist rebellion, and what should be the proper response from the dominant elites? Author and academic Michael Lind answers our probing questions about his latest book — “The New Class War: Saving Democracy from the Managerial Elite” — in which he addresses the critical social themes of our time. Michael Lind is a professor of public affairs at the University of Texas at Austin. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.  

Is this the year international stocks will finally overtake the U.S.? Greg Fuss, an equity portfolio manager with American Funds International Vantage Fund(SM), won’t commit, but opportunities he’s finding among companies in Europe and elsewhere give him confidence that the rest of the world is gaining ground. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Capital Group investment professionals Winnie Kwan and Kent Chan discuss the outlook for China’s economy and markets as the world’s second largest economy emerges from the pandemic. Winnie Kwan is a portfolio manager with 23 years of investment experience. She holds master’s and bachelor’s degrees in economics from Trinity College at the University of Cambridge. Kent Chan is an investment director with 28 years of investment experience. He holds a bachelor’s in political economics from the University of California, Berkeley. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Capital Group’s collegial culture shines through, as three equity portfolio analysts — Mark Casey, Lisa Thompson and Chapman Taylor — share details of a recent “lessons learned” session involving the entire investment team. Hear the compelling, at times quirky, lessons that have helped shape their careers. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

To help investors make sense of the political transition in Washington, we’ve flipped the script and asked our host, Matt Miller, to offer his perspective on the next four years. A political economist, Miller provides insight into the road ahead for the new administration, what the newly aligned Congress could mean for industries like technology and health care, and more. Matt Miller is a 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. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Economist Eric Lonergan discusses his book, “Angrynomics,” which explores how anger has contributed to the rise of divisive politics and unsustainable economic policies. The book, written with coauthor Mark Blyth, also offers some unconventional solutions, as Capital Group’s Matt Miller reveals in this wide-ranging interview. This content is published by Capital Client Group, Inc.  For industry-leading insights, support tools and more, subscribe to the Capital Ideas newsletter. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.  

Join us for a timely discussion of markets and the global economy, plus a detailed look at equity and bond market opportunities. We conclude with implications for portfolio allocations in 2021. 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. 2021 Outlook slides (PDF) *CFP credit is available only for U.S.-based webinar registrants. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. 

London-based fixed income portfolio manager Mark Brett is retiring at the end of 2020. Here he distills the perspective gained over his four-decade career into practical guidance for bond investors embarking on what he sees as a new phase for the markets. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. Mark Brett is a fixed income portfolio manager with 40 years of investment experience. He is a member of the CFA Institute U.K. and is a fellow of the Chartered Institute for Securities and Investment.

Capital Group equity analyst Rachel Bowman shares her outlook for the U.S. retail sector amid a pandemic-ravaged holiday shopping season. Some retailers are having their best year ever, she notes, while many others are going bankrupt — and there’s not much in between. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. Rachel Bowman is an equity investment analyst who covers U.S. apparel and department stores. She has four years of investment industry experience and she joined Capital Group earlier this year. She holds a degree in chemical engineering from Massachusetts Institute of Technology.

Medical technology has come a long way in the two decades since the sequencing of the human genome. Given the staggering advances ahead of us, combined with the immediate global need to find a vaccine and treatments for COVID-19, it’s little wonder that portfolio manager Rich Wolf says, “There's never been a more exciting time in health care.” Related: Health care innovation reaches warp speed This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. Richmond Wolf is an equity portfolio manager with 23 years of investment experience. As an equity investment analyst, he covers U.S. medical technology companies and REITs. He holds a PhD from the California Institute of Technology and a bachelor’s degree from Princeton. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. Related (Canadian version): Health care innovation reaches war

Many small-cap stocks are among the world’s most innovative and fastest growing companies, but the asset class tends to be more volatile than large-cap stocks. We check in with veteran small-cap investors Greg Wendt and Brad Freer, who share their thoughts on this less-understood asset class. Related: Dreams of 2030: Small caps and the next innovation wave This content is published by Capital Client Group, Inc.  For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. Greg Wendt is an equity portfolio manager and investment analyst with 32 years of experience. He holds an MBA from Harvard and a bachelor's from the University of Chicago. Brad Freer is an equity portfolio manager with 26 years of investment experience. He holds a bachelor's degree from Connecticut College and is a CFA charterholder. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

As portfolio manager Claudia Huntington prepares to turn the page on a storied 47-year career at Capital Group, we couldn’t help but request one final interview. Here she shares her top three lessons for young investors, why she loves small-cap growth companies and more. Claudia Huntington is an equity portfolio manager with 47 years of investment experience. She holds an MBA from Harvard and a bachelor's in economics from Stanford. 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. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. [link to https://www.capitalgroup.com/advisor/insights/newsletter.ht

Capital Group equity analyst Nathan Meyer discusses the rapid growth of the video game industry amid the COVID-19 pandemic. In the stay-at-home era, new gamers are entering the market and existing gamers are spending more time than ever playing console, PC and mobile games. Meyer explains why that’s welcome news for investors. Nathan Meyer is an equity investment analyst who covers the video games industry for Capital Group, among other responsibilities. He holds a bachelor's degree in economics and history from Brown University. 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. This content is published by Capital Client Group, Inc. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com. Want investment insights in your inbox? For industry-leading articles, support tools and more, subscribe to Capital

The year 2020 has been uncharacteristically eventful for the municipal bond market, which has seen multiple shifts in direction in just a few short months. We check in with resident muni portfolio managers Chad Rach and Mark Marinella for a recap of the volatile year to date; a status report on muni mainstays such as airports, toll roads and hospitals in the midst of the pandemic; and a glimpse at what muni bond investors might expect for the second half of the year. Chad Rach is a fixed income portfolio manager with 27 years of investment experience. He holds an MBA from the University of Chicago and a bachelor’s from Marquette University. Mark Marinella is a fixed income portfolio manager with 33 years of investment experience. He holds an MBA from Boston College and a bachelor's in economics from the University of Massachusetts. He is also a CFA charterholder. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host o

Author Zachary Carter discusses the themes behind his new book — “The Price of Peace: Money, Democracy, and the Life of John Maynard Keynes.” As one of the most important thinkers of the 20th century, Keynes continues to have broad influence over policymakers around the world, particularly in the aftermath of the 2008–09 financial crisis and the coronavirus outbreak. Zachary Carter is a senior reporter at HuffPost, where he covers Congress, the White House and economic policy. He is a frequent guest on cable news and news radio, and his written work has also appeared in The New Republic, The Nation and The American Prospect, among other outlets. 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. This content is published by Capital Client Group, Inc. Do you have any suggested topics for the Capital Ideas podcast? Please contact our editorial team at capitalideas

Engineers may not get the love they deserve, says author Lord John Browne, best known for his transformative tenure as CEO of energy giant BP. In this conversation recorded shortly before the COVID-19 pandemic, Browne explores themes from his latest book, “Make, Think, Imagine: Engineering the Future of Civilization,” chief of which is the critical role engineering has played at the intersection of art and commerce. This reminder of engineering’s ability to meet the world’s challenges and forge a path to progress should strike an optimistic chord for investors and society. 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. John Browne, Lord Browne of Madingley, is a British author and businessman best known for his role as chief executive officer of British Petroleum (BP) from 1995 to 2007.  This content is published by Capital Client Group, Inc. Do you have any

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. This content is published by Capital Client Group, Inc. 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