Capital Ideas podcast

Capital Ideas podcast

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Bond talk: Which way interest rates?

Capital Group fixed income manager John Queen discusses his outlook for the U.S. bond market as concerns about elevated inflation and rising debt levels spark a sell-off. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, pract ...  Show more

NFL Colts QB Daniel Jones on quiet leadership

If there's one thing quarterback Daniel Jones has learned across three National Football League (NFL) teams, it's that leadership doesn't have to be loud. From walking on at Duke to navigating the intense spotlight of New York, Daniel shares why authenticity, consistency, and ear ...  Show more

Market leadership: U.S. vs international stocks

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of U.S., international and emerging markets stocks. So far this year, emerging markets are winning, but can that continue? Lisa and Diana share their thoughts. #CapGroupGlobal For full disclosures ...  Show more

Investing through the AI transition

Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view: while technology evolves, the fundamentals of investing do not. Brady explains why technological change can create enorm ...  Show more

The next wave of defense spending

Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the $2.7 trillion defense industry. With ongoing wars in Ukraine and the Middle East, defense spending is on the rise amid a geopolitical realignment that may still be in its early stages. Z ...  Show more