Capital Ideas Investing Podcast artwork

Capital Ideas Investing Podcast

246 episodes - English - Latest episode: about 13 hours ago - ★★★★★ - 228 ratings

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.

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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.

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Episodes

Conversations with Mike Gitlin: Featuring Carl Kawaja

March 28, 2024 04:01 - 30 minutes - 70.2 MB

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 g...

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

March 21, 2024 16:48 - 25 minutes - 58.7 MB

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, Conv...

The American energy juggernaut

March 14, 2024 06:05 - 36 minutes - 83.7 MB

Capital Group portfolio manager Paul Benjamin shares his optimistic outlook for the American energy sector, why he thinks oil prices are headed a lot higher, and how an industry that is "starved for capital" can thrive in the years ahead. #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, ...

Why Women Make Great Investors

March 07, 2024 17:11 - 19 minutes - 45.5 MB

In this episode, you’ll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industry. Each has invested through crises and learned from their successes and failures.    You’ll hear about the qualities of an effective management team, how important mentors are, and why women make great investors. #CapGroupGlobal   For our latest insights, practice management ideas ...

Why women make great investors

March 07, 2024 17:11 - 19 minutes - 45.5 MB

In this episode, you’ll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industry. Each has invested through crises and learned from their successes and failures.    You’ll hear about the qualities of an effective management team, how important mentors are, and why women make great investors. #CapGroupGlobal   For our latest insights, practice management ideas ...

Lessons from a research trip to India

February 29, 2024 07:01 - 34 minutes - 78 MB

Freshly returned from a research trip to India, Capital Group investment director Natalya Zeman, India Affairs Specialist Anirudha Dutta and equity analyst Himanshu Sharma discuss how our  on the ground approach informs our investment decision making in one of the world’s fastest growing economies. #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 fo...

Conversations with Mike Gitlin: Featuring Rob Lovelace

February 22, 2024 05:01 - 35 minutes - 80.8 MB

Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment environment in the U.S., Europe and Asia, his love of geology, and the long-held belief that his biggest competitive advantage is time. #CapGroupGlobal   Watch on YouTube: https://bit.ly/CG-Gitlin-playlist   For our latest insights, practice management ideas and more, subscribe to Capital Id...

Investing in an election year

February 15, 2024 05:01 - 26 minutes - 59.6 MB

Capital Group political insiders John Emerson and Reagan Anderson discuss the key issues and events that could shape the outcome of U.S. elections in November. What would a second presidential term for Joe Biden or Donald Trump mean for America? Listen in to find out. Related resources: Election year investing insights For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclos...

Waiting for stocks to go on sale

February 09, 2024 02:50 - 21 minutes - 49.7 MB

In a stock market driven by highly valued companies, Capital Group portfolio manager Alan Berro prefers to seek out stocks that go on sale. How does he identify them? Research and patience. Related resources: 5 keys to investing in 2024 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclosures. American Funds Distributors, Inc. The Capital Ideas website is not inte...

32 years of investing in a complicated jigsaw puzzle

February 01, 2024 20:49 - 19 minutes - 44.2 MB

As he prepares for retirement, Capital Group portfolio manager Jonathan Knowles reflects on 32 years in the investment business. The global equity markets and the macroeconomic environment are a “massively complicated jigsaw puzzle” that continues to humble and perplex him, even as he plans the next chapter of his life. Related resources: 5 keys to investing in 2024 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full d...

Assessing the big gap between large- and small-cap stocks

January 25, 2024 22:39 - 29 minutes - 68 MB

Capital Group portfolio manager Peter Eliot shares the journey that led him from a career as a value-oriented analyst covering the chemicals industry to a growth investor focused on both small- and large-cap companies. Related resources: 10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclosures. American Funds Distributors, Inc. The Capit...

Friendshoring: The Rise of Mexico

January 18, 2024 17:58 - 30 minutes - 69.2 MB

Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It’s a trend called “Friendshoring.” Listen in as Capital Group analyst Jeff Garcia explains this growing facet of global trade and why it's likely to become even more important in the years ahead. Related resources: Reshoring supply chains: What does it mean for investors? For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapita...

2024 Outlook

January 11, 2024 18:52 - 24 minutes - 56.5 MB

Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Can stocks continue to build on the powerful gains from 2023? Are bonds in better shape this year? Is the Federal Reserve done raising interest rates? Listen in to hear their views. Related resources: 2024 Outlook Report For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for u...

Through the years: An interview with former Capital Group CEO Tim Armour

January 04, 2024 06:35 - 28 minutes - 64.9 MB

Tim Armour, Capital Group’s recently retired CEO, reflects on his 40-year career as an analyst, portfolio manager and eventual leader of the company. He shares what he learned along the way and how he navigated some of the biggest market events over the past four decades. Related resources: 2024 Outlook Report 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...

The Best of the Capital Ideas Podcast

December 28, 2023 17:51 - 24 minutes - 55.9 MB

The final episode of 2023 highlights some of the best moments from the Capital Ideas Podcast this year. Capital Group portfolio managers share their views on everything from investing through periods of crisis, to the power of concentrated portfolios, to the important lessons that emerge from success as well as failure. We also reveal our top book selection of the year. Related resources: 2024 Outlook For industry-leading insights, support tools and more, subscribe to Capital Ideas at ...

Bringing imagination and creativity to growth investing

December 21, 2023 05:01 - 21 minutes - 48.8 MB

Capital Group portfolio Manager Anne-Marie Peterson is always looking out for the next great investment idea whether it revolves around new-economy tech giants or old-economy stalwarts. Listen in to find out where she is identifying opportunities in today’s market.   Related resources: Stock market outlook: It’s time for diversification For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intende...

Is human insight still relevant in investing?

December 14, 2023 20:16 - 29 minutes - 68.2 MB

Amid the rise of artificial intelligence (AI), Capital Group portfolio manager Grant Cambridge says that human insight is more important than ever when it comes to making prudent investment decisions. AI programs may be important tools for research and analysis, he argues, but they will never replace human intuition and sound judgement. Related resources: AI and the new megacycle for tech For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapital...

2024 macroeconomic outlook

December 07, 2023 18:55 - 6 minutes - 6.05 MB

Got 5 minutes? Host Will McKenna summarizes Capital Group’s 2024 Macroeconomic Outlook report. Hear the latest views from our investment professionals on the path of global economic growth, the direction of interest rates, and a potentially compelling window of opportunity to move cash off the sidelines. Related resources: 2024 Outlook: A mixed picture for global economic growth For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. ...

Acorns to oaks: The power of small-cap stocks

November 30, 2023 05:01 - 24 minutes - 56 MB

Capital Group investment analyst Will Craig shares his insight into small-cap stocks. Public companies worth $6 billion or less can present attractive pricing opportunities, he explains, simply because not as many investors are paying attention to this promising corner of the financial markets. Related resources: 10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not i...

Fed watch: Is inflation under control yet?

November 23, 2023 05:01 - 14 minutes - 32.7 MB

Capital Group economist Darrell Spence examines the Federal Reserve’s battle against inflation. Is the Fed going to hit its 2% inflation target? If so, when? And what does it mean for the U.S. economy and interest rates? Darrell shares his view. Related resources: U.S. government debt: We need to talk 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 Cana...

From Jersey to Japan: The merits of global diversification

November 16, 2023 20:24 - 24 minutes - 22 MB

Capital Group portfolio manager Tomoko Fortune explains how her globally diverse life experience — growing up in New Jersey and Japan — led to an appreciation for global diversity in the investment business. Related resources: 10 investment themes for 2023 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 Gro...

Washington watch: Assessing the U.S. presidential election one year out

November 09, 2023 05:01 - 26 minutes - 60.6 MB

Reagan Anderson, Senior Vice President of Government and Regulatory Affairs in Capital Group’s Washington, D.C. office, examines the issues and challenges that are likely to shape the 2024 U.S. presidential election. She also provides a glimpse into how Capital interacts with elected leaders on a wide variety of topics affecting the investment industry. Related resources: Guide to investing in an election year U.S. government debt: We need to talk For industry-leading insights, suppo...

On the hunt for hidden investment opportunities

November 02, 2023 19:24 - 34 minutes - 79.7 MB

Capital Group portfolio manager Chapman Taylor describes the rapid pace of change he witnessed firsthand on a recent visit to India, shares his outlook for emerging markets and explains why building relationships with business and political leaders is essential for successful investing.   Related resources: Emerging markets: Positive signs even as China slows   For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital...

The new reality of investing (2024 edition)

October 26, 2023 09:47 - 33 minutes - 77.2 MB

As New Perspective Fund® (NPF) celebrates its 50th anniversary, NPF portfolio manager Jody Jonsson shares her outlook for the global equity markets. The tailwind provided by 40 years of declining interest rates is over, she says, and it’s time to think about the new reality of investing.   Related resources: New reality for investors: 5 big trends changing markets   For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.   Th...

Investing in big, structural changes

October 19, 2023 04:01 - 22 minutes - 52.5 MB

Capital Group portfolio manager Nick Grace discusses his approach to investing in the long-term transition from fossil fuels to renewable energy. The key, he says, is identifying green energy initiatives that are driven primarily by market economics, not government policy. Related resources: 5 trends driving energy markets in 2023 Clean hydrogen: Growing opportunities beyond the hype For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas....

What Led Zeppelin and investing have in common

October 12, 2023 04:01 - 27 minutes - 25.2 MB

Capital Group’s Don O’Neal, a portfolio manager with The Growth Fund of America®, shares stories from a 37-year investing career that began with a nuclear meltdown and spanned some of the greatest bull markets in U.S. history. Related resources: 10 investment themes for 2023   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 capitalgro...

World view: What’s next for inflation and interest rates?

October 05, 2023 20:19 - 21 minutes - 49.6 MB

At a pivotal time for monetary policy around the world, Capital Group fixed income portfolio manager Tom Reithinger offers his outlook for inflation and the impact it’s having on global interest rates.   Related resources: As the Fed pauses, what’s next for inflation and rates?   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 cap...

You can’t have 100 best friends

September 28, 2023 04:01 - 24 minutes - 56.5 MB

Capital Group portfolio manager Michael Cohen shares his thoughts about investing based on three decades of experience in the global equity markets. When it comes to his stock portfolios, there is one thing he’s learned: You can’t have 100 best friends.   Related resources: Making the case for international equities    For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.   The Capital Ideas website is not intended for use o...

Navigating 23 downturns in 35 years of investing

September 21, 2023 04:01 - 30 minutes - 70.7 MB

Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, the circumstances that launched him on a professional life in Asia and Europe, and the importance of avoiding emotional overreactions to stock markets. Related resources: Making the case for international equities   For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.   The Capital Ideas websit...

Are video games recession proof?

September 14, 2023 04:01 - 22 minutes - 52.2 MB

Video games may be fun to play, but are they also recession proof? Will avid gamers continue to play no matter how bad the economy gets? We explore that question with equity analyst Nathan Meyer, who covers the fast-growing video games industry for Capital Group.   Related resources: U.S. economy hit by rolling recession Guide to recessions   For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.   The Capital Idea...

Literary love: 6 book ideas from Capital’s investment team

September 07, 2023 07:18 - 19 minutes - 43.9 MB

Looking for some good reading material? We’ve got you covered. Here are six compelling titles taken straight from the shelves of Capital Group investment professionals — along with some literary thoughts from our political economist and published author Matt Miller. Related resources: 6 books for summer reading 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. ...

Emerging markets re-emerging

August 31, 2023 04:01 - 26 minutes - 24.2 MB

Emerging market investment opportunities are broadening beyond China to include India, Vietnam and Mexico. Veteran portfolio manager Brad Freer explains how nearshoring and the “China Plus One” strategy could benefit investors. Related resources: 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.  

Lessons over 50 years of fixed income investing, part 2

August 24, 2023 07:23 - 24 minutes - 56 MB

As Capital Group celebrates 50 years of managing fixed income portfolios, longtime bond investors share some memorable experiences and lessons learned. The second of a two-part series features retired portfolio manager Mark Brett, who served as principal investment officer for Intermediate Bond Fund of America®, and current portfolio manager David Daigle, principal investment officer for American High-Income Trust®.   Related resources: 4 lessons from 50 years of bond investing https...

Investing through crisis

August 16, 2023 15:24 - 25 minutes - 22.9 MB

What’s it like to manage stocks through periods of crisis? That’s what Capital Group portfolio manager Justin Toner learned in his first weeks on the job in September 2001 — and then continued to learn through the great financial crisis, the pandemic and beyond.   Related resources: 2023 Midyear Outlook   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 th...

Semiconductor industry emerges stronger from the pandemic

August 10, 2023 19:21 - 28 minutes - 65.4 MB

Capital Group analyst Isaac Sudit shares his outlook for the semiconductor industry. What’s with all the hype surrounding artificial intelligence? Why are electric vehicles so important? And how has the pandemic fundamentally transformed the business of designing, manufacturing and selling computer chips? Tune in to find out. Related resources: 10 investment themes for 2023   For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.c...

Lessons over 50 years of fixed income investing, part 1

August 03, 2023 04:01 - 29 minutes - 66.7 MB

As Capital Group celebrates the 50th anniversary of it’s debut in the business of fixed income management, long-tenured present and retired portfolio managers share some memorable experiences and lessons learned. The first of a two-part series features current portfolio manager Kirstie Spence, who focuses on emerging markets debt, and retired portfolio manager John Smet, who also served as principal investment officer for The Bond Fund of America®.   Related resources: Bond outlook:...

2023 Midyear Outlook

July 27, 2023 04:48 - 29 minutes - 68.2 MB

Capital Group portfolio managers Caroline Randall and Pramod Atluri share their outlook for the economy and markets. Can U.S. stocks continue to rally in the face of recession fears? Is the Federal Reserve done raising interest rates? Tune in to hear their views. Related resources: Midyear Outlook report 10 investment themes for 2023   For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.   The Capital Ideas website i...

Guide to market recoveries

July 20, 2023 04:01 - 6 minutes - 6.04 MB

Bear markets can feel like they last forever when we’re in them, but the good news is they have been relatively short compared to market recoveries. Investors who find the courage and conviction to stick to their long-term plan are often rewarded as markets bounce back.   Related resources: Guide to market recoveries For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.   The Capital Ideas website is not intended for use outs...

3 lessons from a lifelong tech investor

July 13, 2023 12:19 - 20 minutes - 19.1 MB

After 38 years as an equity investment analyst and portfolio manager at Capital Group, Larry Solomon has retired. Here, he shares his early experiences in tech investing when he rubbed shoulders with Bill Gates and Steve Jobs, as well as more recent lessons about investing aggressively through the pandemic to position his portfolios for long-term success. Related resources: 10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas a...

How AI could change the investment landscape

July 06, 2023 17:31 - 30 minutes - 68.6 MB

Artificial intelligence, or AI, has commanded the attention of investors this year as it enters a new phase of business and consumer adoption. In this podcast, three Capital Group analysts discuss the investment implications for this technology, as well as the pitfalls that may lie ahead. Related resources: AI: What it means for investors 10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The C...

Trying to avoid investment mistakes

June 29, 2023 17:08 - 25 minutes - 23.5 MB

One of the best ways to make money is to avoid losing it in the first place. That’s why Capital Group portfolio manager Jeff Lager tries to avoid making investment mistakes, and why he tries to build portfolios that are able to withstand recessions. Related resources: 10 investment themes for 2023 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 ca...

Is the bear market over?

June 22, 2023 09:34 - 35 minutes - 80.8 MB

Capital Group portfolio manager Greg Wendt discusses the lessons he has learned from 35 years of investing in stocks. And he addresses a question on the minds of many investors today: Is the bear market of 2022 finally over? Related resources: 10 investment themes for 2023 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 ...

High yield bonds: Avoiding the peaks and valleys

June 15, 2023 21:42 - 33 minutes - 76.6 MB

Capital Group portfolio manager Shannon Ward shares her outlook on the U.S. high yield bond market and how she seeks to avoid the peaks and valleys of an asset class with inherently higher risks. Related resources: 10 investment themes for 2023 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.

The power of concentration

June 08, 2023 08:56 - 33 minutes - 31.1 MB

How can you have concentration and diversification in the same investment portfolio? Listen and find out in this fascinating discussion with Capital Group portfolio manager Martin Jacobs.   Related resources: 10 investment themes for 2023   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.

Investing in a technicolor world

June 01, 2023 04:01 - 28 minutes - 64.6 MB

Capital Group portfolio manager Lisa Thompson offers her thoughts on the changing path of globalization, a brighter outlook for emerging markets and why she enjoys investing in a technicolor world.   Related resources: 10 investment themes for 2023   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 G...

3 reasons for a strong potential recovery

May 25, 2023 04:01 - 5 minutes - 5.46 MB

Economist Jared Franz sees the potential for a stronger than normal recovery after a long-anticipated recession. Host Will McKenna highlights the three forces Franz expects will combine to give the U.S. a boost coming out of this slowdown.   Related resources: Why the next economic recovery may be stronger than expected   For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.   The Capital Ideas website is not intended fo...

Debt ceiling showdown approaches 11th hour

May 18, 2023 04:01 - 15 minutes - 36.5 MB

As U.S. lawmakers wrangle over raising the federal debt ceiling, Capital Group political economist Matt Miller and fixed income portfolio manager Tom Hollenberg discuss the investment implications of a potential default.   Related resources: Debt ceiling showdown: Should investors worry?   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 ...

The dividend decade

May 11, 2023 04:01 - 11 minutes - 10.1 MB

Capital Group portfolio manager Caroline Randall shares her views on why dividends may be a more significant and stable contributor to total returns for investors. Plus, how she is finding dividend opportunities in the energy, health care and industrial sectors.   Related resources: 10 investment themes for 2023   For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.   The Capital Ideas website is not intended for use outs...

The Art of Stock Picking

May 05, 2023 22:37 - 23 minutes - 21.5 MB

Capital Group portfolio manager Diana Wagner shares her views on finding opportunities in the aftermath of the banking crisis and in the “picks and shovels” of AI, as well as why she believes investment management is a truth-seeking business. Related resources: 10 investment themes for 2023 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 cap...

Tech sector turnaround: Will it last?

April 28, 2023 04:01 - 12 minutes - 29.1 MB

Capital Group portfolio manager Chris Buchbinder discusses the turnaround in the tech sector, the new focus on profitable growth rather than growth at any cost and why some of tech's fallen angels are flying again. Related resources: 10 investment themes for 2023 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 Gr...

Guests

Adam Grant
1 Episode
Alan Greenspan
1 Episode