Capital Ideas podcast

Capital Ideas podcast

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8 book recommendations for your summer reading list

Looking for some great reading material on a hot summer day? We've got you covered. Here are eight compelling titles taken straight from the shelves of Capital Group portfolio managers, economists and others. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disc ...  Show more

Follow the research, not the crowd

After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not "invent your own wheel." Driving outcomes for clients starts with following deep research, then applying judgment over time. Hear practical takeaways from David's ten ...  Show more

2026 Midyear Outlook

Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs and fixed income portfolio manager Chitrang Purani explore what's driving markets today, from AI to the outlook for inflation and interest rat ...  Show more

How Chef Daniel Boulud scaled a restaurant empire with intention

In a highly competitive industry, Chef Daniel Boulud has built an enduring brand defined by excellence over decades. From early days in the kitchen to leading a global restaurant group, he shares what it takes to scale with intention, balance tradition with innovation, and develo ...  Show more

Balancing act: Investing amid the AI boom and the Iran war

Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so ...  Show more