Capital Ideas Investing Podcast
247 episodes - English - Latest episode: 24 days ago - ★★★★★ - 228 ratingsWant 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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Episodes
Tech sector turnaround: Will it last?
April 28, 2023 04:01 - 12 minutes - 29.1 MBCapital 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...
Tech innovation creates health care investment opportunities
April 21, 2023 04:01 - 26 minutes - 60.2 MBCapital Group portfolio manager Rich Wolf shares his views on the intersection of tech and the health care industry. Learn how tech innovation – including AI – is creating health care investment opportunities. 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...
10 lessons from 2008 that apply today
April 14, 2023 05:11 - 6 minutes - 14.5 MBSeries host Will McKenna covers 10 timely lessons portfolio manager and former banking analyst Will Robbins learned from his experience covering banks during the global financial crisis. Related resources: 10 investing lessons from 2008 that apply today 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...
Why the world keeps getting better
April 07, 2023 04:30 - 26 minutes - 60.3 MBCapital Group portfolio manager Carl Kawaja shares his views on growth versus value investing, whether international markets will ever again outpace U.S. equities, and why he believes the world keeps getting better. Related resources: 10 investment themes for 2023 https://www.capitalgroup.com/advisor/insights/articles/10-investment-themes.html For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is n...
New growth investing opportunities, part 2
March 31, 2023 04:30 - 33 minutes - 76.1 MBIn a wide-ranging interview, Capital Group portfolio manager Mark Casey discusses the recent collapse of Silicon Valley Bank, the rapid pace of technology innovation, the 2022 stock market sell-off, and the evolution of cryptocurrencies — Bitcoin, in particular. Related resources: 3 views on the future of growth investing 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 ...
Making sense of banking sector turmoil
March 22, 2023 17:17 - 15 minutes - 35.1 MBCapital Group equity portfolio manager Will Robbins discusses the recent bank failures in the U.S. and offers his views on how investors can navigate near-term market volatility. A former banking analyst, Robbins also shares his perspective from past banking crises and the potential path forward for the Federal Reserve and other central banks. Related resources: What the SVB collapse means for investors For industry-leading insights, support tools and more, subscribe to Capital Idea...
10 investment themes for 2023
March 17, 2023 06:31 - 8 minutes - 18.9 MBSeries host Will McKenna hits the highlights from our new e-book: 10 investment themes for 2023. Find out which trends Capital Group portfolio managers are monitoring and where they see investment opportunities. Go to 10investmentthemes.com to download a copy of the e-book. Related resources: 10 investment themes for 2023 article 10 investment themes for 2023 webinar For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capi...
New growth investing opportunities, part I
March 10, 2023 05:01 - 21 minutes - 50.1 MBAfter a rough 2022, where can equity investors find growth opportunities? Equity portfolio manager Cheryl Frank discusses how she’s navigating an increasingly competitive tech sector, why company CEOs should make a habit of under-promising and over-delivering, and what inspired her to pursue an investment career growing up in Vermont. This episode is part of Capital Group’s “10 investment themes for 2023” series. Go to 10investmentthemes.com for more information. Related resource: ...
International markets outlook for 2023
March 03, 2023 05:01 - 8 minutes - 19.1 MBHas equity investing outside the U.S. dropped off your radar? Host Will McKenna recaps five critical insights from three veteran portfolio managers featured in a recent Capital Ideas article that may make you think again. If you haven’t considered the effect of a weakening U.S. dollar or the opportunity set for dividends among companies outside the U.S., then be sure to listen for actionable ideas that might turn you into a borderless investor. Related resource: International markets ...
Is the 60/40 portfolio still a good investment strategy?
February 24, 2023 05:01 - 20 minutes - 47.7 MBIf 2022 represented an inflection point — that rare year when investors saw stocks and bonds decline in tandem — then who better to hear from today than Hilda Applbaum, one of the rare Capital Group portfolio managers who invests in both. Listen as Hilda, a 36-year industry veteran, weighs in on her fondness for pick-and-shovel companies, the return of dividend investing and the future of the 60/40 portfolio. (Hint: It’s not as bleak as you may think.) Related resource: 3 reasons why ...
5 keys to investing in 2023
February 17, 2023 05:01 - 7 minutes - 17.2 MBGot five minutes? Host Will McKenna recaps five keys to investing in 2023, based on insights from three veteran Capital Group portfolio managers. If you’re wary of international stocks or still reeling from how your bond portfolio fared in 2022, you’ll want to hear these actionable ideas for the year ahead. Related resource: 5 keys to investing in 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas w...
The AI inflection point, with Martin Romo
February 10, 2023 08:24 - 19 minutes - 43.8 MBGiven the broader equity market leadership today following technology’s decade of dominance, how should investors think about the once-mighty tech sector? Equity portfolio manager Martin Romo finds that the pace of innovation is only increasing, and that artificial intelligence in particular has reached an inflection point. Still in its infancy, AI is following in the footsteps of mobile and the cloud in the impact it’s having on industries, companies and products. Listen as Martin shares t...
Could we be witnessing an industrial renaissance?
January 27, 2023 05:01 - 35 minutes - 82.3 MBWill the growth of renewable energy help usher in a new industrial renaissance? Judging from the early momentum of this dynamic movement — which is getting a funding boost from the recently passed Inflation Reduction Act — it’s highly probable, say equity investment analysts Gigi Pardasani and Dominic Phillips. Here they address the arguments of renewables skeptics and suggest areas of opportunity for long-term investors. Related resource: 4 trends that could power an industrial renaissa...
2023 Outlook
January 13, 2023 05:01 - 53 minutes - 123 MBThis highly anticipated year-end conversation addresses opportunities and risks for investors in 2023 against the backdrop of a looming recession. Equity portfolio manager Jody Jonsson and head of fixed income Mike Gitlin share actionable ideas and insights for investing in the year ahead. To view the additional resource 2023 Outlook slides, click here [PDF] or copy and paste bit.ly/3WRjBUt into your browser. Related resources: 2023 Outlook report 2023 Outlook To view the webinar ...
Bond market opportunities in 2023
December 30, 2022 05:01 - 49 minutes - 113 MBA must-listen for bond investors and advisors, this informative conversation details areas of the bond market that present promising opportunities for the year ahead. Capital Group head of fixed income Mike Gitlin, along with portfolio managers Damien McCann and Vince Gonzales, help sort out today’s complex investing picture and arrive at a key conclusion: Bonds are back. To view the additional resource Bond market opportunities in 2023 slides, click here [PDF] or copy and paste bit.ly/3Yx...
Finding value in volatility
December 16, 2022 05:01 - 46 minutes - 106 MBWhere can investors find value in today’s volatile bear market? Listen as equity portfolio managers Caroline Randall and Paul Benjamin — whose portfolio responsibilities include value-oriented strategies — share their perspectives on energy, utilities, defense and other dividend-paying sectors in this difficult investing environment. Related resource: E-book: Guide to Recessions To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For industry-leadin...
Airshow confidential: Is aerospace taking off?
December 02, 2022 05:01 - 32 minutes - 74.1 MBFresh from the first in-person international airshow since the start of the pandemic, equity portfolio managers Lara Pellini and Jason Smith share insights into the state of the aerospace industry. They discuss where they see opportunities and how face-to-face interaction with managements and colleagues makes a difference. Related resource: Investing ideas from the Farnborough International Airshow For industry-leading insights, support tools and more, subscribe to Capital Ideas at ge...
The revenge of brick-and-mortar retail?
November 18, 2022 05:01 - 35 minutes - 82.2 MBEven with the disruptions of the pandemic, retailers have enjoyed record sales the last two years. And with life going back to normal, shoppers have re-embraced in-store shopping. But could decades-high inflation bring the shopping spree to an end? Capital Group analyst Rachel Bowman shares insight into retailers’ strategies to help offload bloated inventories and how — despite online shopping’s popularity — 80% of total shopping still happens in brick-and-mortar stores. Related resource: ...
Recession watch
November 04, 2022 04:01 - 52 minutes - 121 MBA U.S. recession is looming, but how long — and difficult — is it likely to be? Economists Darrell Spence and Jared Franz offer their latest thinking on the bear market, and equity portfolio manager Justin Toner shares how he’s investing during this volatile period. Related resources: E-book: Guide to Recessions Can midterm elections move markets? 5 charts to watch Rob Lovelace on all-weather investing To view the webinar or attend future webinar events, visit capitalideaswebinar...
U.S. midterm elections: Who will prevail?
October 20, 2022 04:30 - 37 minutes - 85.1 MBCapital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections ahead of the November 8 contest. Will Republicans ride a “red wave” back into power, or will Democrats maintain slim majorities in the House and Senate? Tune in to hear Matt’s view on that, and what the outcome could mean for financial markets. Related Resources: Can midterm elections move markets? 5 charts to watch U.S. midterm elections: Will the House flip? For industry-leading ins...
Chip War with author Chris Miller
October 07, 2022 07:07 - 19 minutes - 45.4 MBAuthor Chris Miller offers an overview of his new book, Chip War: The Fight for the World's Most Critical Technology. In this podcast, Miller discusses the geopolitical struggle to both expand and control the semiconductor industry. The outcome, he argues, could have major implications for technological leadership, the global economy and national security. Related Resources: Semiconductors could be the new oil: Here’s why For industry-leading insights, support tools and more, subscribe...
COVID distortions fanned the flames of inflation
September 23, 2022 16:12 - 26 minutes - 59.7 MBWhy has inflation remained so high for so long? Will it stay with us or eventually fade away? In this podcast, Capital Group portfolio manager Julian Abdey offers his view on those pivotal questions, along with some insightful thoughts on what it means for the markets and the economy going forward. Related Resources: Is high inflation the ultimate pandemic distortion? For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capita...
The Fed Unbound with author Lev Menand
September 09, 2022 04:01 - 38 minutes - 87.5 MBThe U.S. Federal Reserve’s role has evolved over the past several decades — and not in a good way, says author Lev Menand. A law professor and former economist at the Federal Reserve Bank of New York, Menand argues here — and in his new book, The Fed unbound: Central banking in a time of crisis — that the Fed’s expanded responsibility of backstopping shadow banks and other speculative players during economic downturns serves mainly to enable more (and more severe) financial crises. Related...
4 portfolio managers on braving bear markets
August 26, 2022 04:01 - 32 minutes - 75.3 MBHow is Capital Group’s investment team managing ahead of a possible recession? We asked four veteran equity portfolio managers how they are positioning their portfolios and where they’re finding opportunities. Related resources: Braving bear markets: 5 lessons from seasoned investors When volatility is rising, boring is beautiful 10 investment themes for 2022 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ide...
All-weather investing amid the storm
August 12, 2022 04:01 - 54 minutes - 124 MBWhere can equity investors look to find opportunities in today’s high-inflation, rising-rate environment? Portfolio manager Diana Wagner and investment analyst Ryan Brown share where they’re seeking safe harbor. Related resources: Midyear Outlook report (PDF) Midyear Outlook E-book: 10 investment themes for 2022 To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For industry-leading insights, support tools and more, subscribe to Capital Ideas a...
From the dollar to bitcoin: Currency deep dive
July 29, 2022 04:30 - 36 minutes - 83.8 MBWith global foreign exchange markets changing rapidly, Capital Group currencies analyst Jens Sondergaard shares his outlook on a strong U.S. dollar, a weak euro and a sliding yen that appears to be running away from its reputation as a safe-haven asset. Related Resources: 2022 Midyear Outlook E-book: 10 investment themes for 2022
Midyear Outlook
July 15, 2022 04:01 - 49 minutes - 113 MBOur Midyear Outlook for 2022 arrives against a backdrop of high inflation, slowing growth and a looming recession. We checked in with equity portfolio manager Noriko Chen and fixed income portfolio manager Pramod Atluri to get their perspectives on the market and to find out how they’re adapting their portfolios to this most turbulent season. Related resources: Midyear Outlook report (PDF) Midyear Outlook E-book: 10 investment themes for 2022 To view the webinar or attend future we...
Talking tech: Software and social media
July 01, 2022 04:01 - 36 minutes - 83.6 MBThe recent market downturn has not been kind to technology investors. We checked in with veteran equity investment analysts Julien Gaertner and Ryan Brown to get their perspectives on software and social media, respectively. Are these industries at an inflection point? 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...
Wheels up: The return of air travel
June 24, 2022 04:01 - 23 minutes - 54.4 MBJust in time for the summer travel season, Capital Group equity analyst Todd Saligman discusses his outlook for the airline industry as it recovers from the worst downturn in its history. With the easing of COVID restrictions in many countries, airlines are one of the top beneficiaries of a global economic reawakening. Related resource: Air travel is taking off again For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital I...
Seeking opportunities in an uncertain world
June 03, 2022 04:01 - 48 minutes - 110 MBRecorded live from the New York Stock Exchange, an equity portfolio manager and an equity investment analyst discuss the risks and opportunities of investing in today’s volatile market environment as Capital Group celebrates the launch of its exchange-traded funds. Related resources: 10 investment themes for 2022 E-book: 10 investment themes for 2022 To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For industry-leading insights, support tools ...
What's next for U.S. equities?
May 20, 2022 04:01 - 54 minutes - 125 MBAmid ongoing geopolitical risk, high inflation and rising interest rates, what are the prospects for U.S. equities today? Two portfolio managers who invest in both growth- and value-oriented U.S. stocks across their portfolios offer insight into topics ranging from technology, health care and energy to Bitcoin and the Metaverse. Related resources: 10 investment themes for 2022 E-book: 10 investment themes for 2022 The pros and cons of Bitcoin To view the webinar or attend future ...
Fed rate hikes: How high will they go?
May 06, 2022 15:34 - 23 minutes - 53.4 MBAs the Federal Reserve and other central banks raise interest rates, investors are bracing for the consequences of tighter monetary policy around the world. In this podcast, Capital Group investment professionals offer their thoughts on the impact of high inflation and the trajectory of rising rates, as well as the potential investment implications. Is the era of easy money coming to an end? Tune in to hear their views. Related resources: Is the era of easy money coming to an end? For...
China then and now, with portfolio manager Steve Watson
April 22, 2022 04:01 - 26 minutes - 60.8 MBAs part of Capital Ideas “10 investment themes for 2022” series, Hong Kong-based portfolio manager Steve Watson explores the challenges and opportunities of investing in China today. As an added bonus, Steve talks about the sweeping changes he’s witnessed in China since he first visited the country 40 years ago. Related resources: 10 investment themes for 2022 Ebook: 10 investment themes for 2022 For industry-leading insights, support tools and more, subscribe to Capital Ideas at ge...
International investing in volatile markets
April 08, 2022 04:01 - 47 minutes - 108 MBA former U.S. ambassador to Germany weighs in on the geopolitical changes unfolding in Eastern Europe, and two equity portfolio managers share how they are positioning their international portfolios in light of these changes. Related resources: 10 investment themes for 2022 Ebook: 10 investment themes for 2022 To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For industry-leading insights, support tools and more, subscribe to Capital Ideas at ge...
The future of media & entertainment: Metaverse now?
March 25, 2022 08:32 - 22 minutes - 51.1 MBThere's no business like showbusiness. Given the amount of head-spinning disruption in the media & entertainment industry, that sentiment is more valid today than ever. In this podcast, we explore the big-picture trends driving the industry with two Capital Group analysts, Brad Barrett and Mihir Mehta, as part of our series on "10 investment themes for 2022." Is the "metaverse" the future of media, or just a fleeting internet buzz word? Tune in to hear their views. Related resources: 10 in...
10 investment themes for 2022
March 11, 2022 05:05 - 38 minutes - 89.1 MBThis episode, the first in a series of podcasts dedicated to the big, enduring ideas currently on the minds of Capital Group’s investment team, spotlights four of the 10 themes: health care, media, transportation and ESG. Related resources: 10 investment themes for 2022 article 10 investment themes for 2022 ebook To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For industry-leading insights, support tools and more, subscribe to Capital Ideas at ...
Is software ready for a reboot?
February 25, 2022 05:01 - 20 minutes - 47.1 MBSoftware companies have seen remarkable growth over the past decade, boosted by the shift to cloud computing and the digital transformation of our lives. But many software stocks that were the darlings of the pandemic era have taken a beating in 2022. Capital Group investment analyst Julien Gaertner discusses how software is changing the world and what’s coming next for leading software companies. Related resource: Storm cloud: Look past turbulence in software stocks For industry-leadin...
Washington watch: Midterm election preview
February 11, 2022 05:01 - 40 minutes - 93.8 MBHow will policy and politics influence the investment outlook for 2022? Join us for a timely discussion of the legislative agenda in Washington, D.C., and get a preview of what could be one of the more consequential midterm elections in U.S. history. To view the additional resource, Washington watch: Midterm election preview slides, click here [PDF] or copy and paste bit.ly/3st2rP2 into your browser. To view the webinar or attend future webinar events, visit capitalideaswebinars.com. ...
The Lords of Easy Money with author Christopher Leonard
January 28, 2022 05:01 - 40 minutes - 93.3 MBReady for a deep dive into the world of experimental monetary policy? In this podcast, author Christopher Leonard discusses his new book, The Lords of Easy Money: How the Federal Reserve Broke the American Economy, with Capital Group’s Matt Miller and Anne Vandenabeele. It’s a timely interview as the Fed considers raising interest rates in 2022. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not inten...
The best of Capital Ideas — Pandemic edition
January 14, 2022 05:01 - 37 minutes - 85.8 MBExperience the coronavirus pandemic and subsequent economic crisis through the eyes of Capital Group’s investment team. With host Matt Miller as our guide, we revisit the audio moments that epitomized the team’s response to the events of the past two years. You can access full episodes from this “best of” edition here. 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 ...
2022 Outlook
December 31, 2021 05:01 - 53 minutes - 98.4 MBJoin Capital Group vice chairman and president Rob Lovelace and head of fixed income Mike Gitlin as they discuss what lies ahead for economies and markets. Find out the implications for portfolio allocations in 2022. To view the additional resource, 2022 Outlook slides, click here [PDF] or copy and paste bit.ly/3K1J4Ev into your browser. To view the webinar or attend future webinar events, visit capitalideaswebinars.com. For industry-leading insights, support tools and more, subscribe ...
Will the COVID Grinch steal Christmas?
December 17, 2021 05:01 - 28 minutes - 64.2 MBWith vaccinations widely available and a year’s worth of pent-up consumer demand, shoppers are flocking to stores. That’s great news for retailers since the holiday season makes or breaks their year. Still, new COVID variants and outbreaks threaten an already shaky supply chain. Capital Group analyst Rachel Bowman shares insight into the retail outlook, why discounts are harder to find this year and why it makes sense not to wait too long to knock off your gift list. For industry-leading i...
Is Bitcoin too big to ignore?
December 03, 2021 16:47 - 36 minutes - 83.4 MBDemand for Bitcoin and other cryptocurrencies has skyrocketed in recent years, resulting in wild price movements. Should these volatile digital assets be considered legitimate financial instruments or are they simply a recipe for disaster? In this podcast, Capital Group portfolio manager Mark Casey, investment analyst Douglas Upton and emerging technologies analyst Bobby Esnard dig into the opportunities and risks presented by the crypto craze. For industry-leading insights, support tools ...
Spooky stuff: Debt, inflation, rates and equities [CE credit]
November 19, 2021 05:01 - 58 minutes - 134 MBWill the specter of inflation and rate hikes scare investors? Will monstrous U.S. debt spook bond markets? Could the stock market be in for a frightening ride? Join us for a Halloween-inspired event as we tackle these serious questions and more. To view the webinar or attend future webinar events, visit capitalideaswebinars. This episode is available for one hour of CE credit for CFP* and CIMA designations. Take the CE credit quiz. Spooky stuff: Debt, inflation, rates and equities sli...
Spooky stuff: Debt, inflation, rates and equities
November 19, 2021 05:01 - 58 minutes - 134 MBWill the specter of inflation and rate hikes scare investors? Will monstrous U.S. debt spook bond markets? Could the stock market be in for a frightening ride? Join us for a Halloween-inspired event as we tackle these serious questions and more. To view the additional resource Spooky stuff: Debt, inflation, rates and equities slides, click here [PDF] or copy and paste bit.ly/3Qj2kRv into your browser. To view the webinar or attend future webinar events, visit capitalideaswebinars. For...
Dividend deep dive
November 05, 2021 04:01 - 41 minutes - 94.6 MBDividend-paying companies felt the brunt of the global shutdown initiated by COVID. But with the reopening of economies in recent months, many of the hardest-hit companies — and the dividends they pay out to investors — are returning to form. Capital Group portfolio managers Hilda Applbaum, Aline Avzaradel and Caroline Randall discuss how they are approaching today’s dividend revival. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. ...
U.S. boom: How strong for how long?
October 22, 2021 04:01 - 53 minutes - 122 MBThe U.S. gets set to boom, zoom and consume, as companies reopen their doors and consumers open their wallets. But how long will it last? Will economic recovery trigger higher inflation and interest rates? Portfolio managers Greg Wendt and Mark Casey discuss. To view the additional resource, U.S. boom: How strong for how long? slides, click here [PDF] or copy and paste bit.ly/3tohhbH into your browser. To view the webinar or attend future webinar events, visit capitalideaswebinars.com. ...
U.S. boom: How strong for how long? [CE credit]
October 22, 2021 04:01 - 53 minutes - 122 MBThe U.S. gets set to boom, zoom and consume, as companies reopen their doors and consumers open their wallets. But how long will it last? Will economic recovery trigger higher inflation and interest rates? Portfolio managers Greg Wendt and Mark Casey discuss. To view the additional resource, U.S. boom: How strong for how long? slides, click here [PDF] or copy and paste bit.ly/3tohhbH into your browser. To view the webinar or attend future webinar events, visit capitalideaswebinars.com. ...
What to expect when the Fed tapers
October 08, 2021 04:01 - 33 minutes - 77.5 MBWhile the Federal Reserve stopped just short of tightening policy in its September meeting, its first move is expected later this year. How could it affect today’s elevated inflation rate? Are interest rate hikes soon to follow – or still a distant worry? Listen and learn what you need to know as a bond investor. Related: The long unwinding road: Our take on Fed tapering and inflation For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.co...
Deurbanization: Are big cities in jeopardy?
September 24, 2021 07:03 - 25 minutes - 58.4 MBBig cities experienced a COVID-induced exodus in 2020 as millions of telecommuters headed for the suburbs and other outlying areas. How durable is this change and what could it mean for investors? Capital Group economist Jared Franz shares his view on the deurbanization of America. 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/c...