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
Volatility 2020: Seeking higher income in a low-rate world
May 08, 2020 04:01 - 56 minutes - 130 MBWith rates near zero, where can income-seeking investors turn for higher yield without taking on too much credit risk? Veteran bond managers Damien McCann and Scott Sykes are here to help you navigate credit markets in a post-crisis world. For U.S. listeners: To view the additional resource Seeking higher income in a low-rate world webinar slides, click here [PDF] or copy and paste bit.ly/3ferxe9 into your browser. To view the webinar or attend future webinar events, visit volatility202...
Volatility 2020: Equity and fixed income outlook [CE credit]
April 30, 2020 04:01 - 58 minutes - 133 MBJoin us for a stock and bond outlook with two veteran investment professionals, equity portfolio manager Martin Romo and head of fixed income Mike Gitlin. Martin and Mike share lessons learned from past declines and how they think about positioning portfolios for an eventual recovery. To view the webinar or attend future webinar events, visit volatility2020.com. This episode is available for one hour of CE credit for CFP* and CIMA designations. Take the CE credit quiz. For U.S. listen...
Volatility 2020: Equity and fixed income outlook
April 30, 2020 04:01 - 58 minutes - 133 MBJoin us for a stock and bond outlook with two veteran investment professionals, equity portfolio manager Martin Romo and head of fixed income Mike Gitlin. Martin and Mike share lessons learned from past declines and how they think about positioning portfolios for an eventual recovery. For U.S. listeners: To view the additional resource Equity and fixed income outlook webinar slides, click here [PDF] or paste bit.ly/3r6HSqR into your browser. To view the webinar or attend future webinar e...
Volatility 2020: Sector deep dive with Capital Group analysts
April 23, 2020 19:16 - 1 hour - 154 MBFrom the oil shock to the development of COVID treatments, we‘ll go deep on key industries and sectors to find out how they may fare through the crisis — and which may emerge in even better shape when a recovery begins. To view the webinar or attend future webinar events, visit volatility2020.com. This episode is no longer available for CE credit. For U.S. listeners: Sector deep dive with Capital Group analysts webinar slides (PDF) For Canadian listeners (financial advisors only): To ...
Volatility 2020: Sector deep dive with Capital Group analysts [CE credit]
April 23, 2020 19:16 - 1 hour - 154 MBFrom the oil shock to the development of COVID treatments, we‘ll go deep on key industries and sectors to find out how they may fare through the crisis — and which may emerge in even better shape when a recovery begins. To view the webinar or attend future webinar events, visit volatility2020.com. This episode is available for one hour of CE credit for CFP* and CIMA designations. Take the CE credit quiz. For U.S. listeners: Sector deep dive with Capital Group analysts webinar slides (PD...
Volatility 2020: Sector deep dive with Capital Group analysts
April 23, 2020 19:16 - 1 hour - 154 MBFrom the oil shock to the development of COVID treatments, we‘ll go deep on key industries and sectors to find out how they may fare through the crisis — and which may emerge in even better shape when a recovery begins. For U.S. listeners: To view the additional resource Sector deep dive with Capital Group analysts webinar slides, click here [PDF] or copy and paste bit.ly/33pqzsI into your browser. To view the webinar or attend future webinar events, visit volatility2020.com. This epi...
Volatility 2020: Rob Lovelace on what a recovery could look like [CE credit]
April 16, 2020 19:33 - 57 minutes - 132 MBRob Lovelace brings his 35 years of experience as he shares his perspective on managing through challenging markets, as well as what Capital Group is doing to shepherd client assets. To view the webinar or attend future webinar events, visit volatility2020.com. This episode is available for CE credit for CFP* and CIMA designations. Take the CE credit quiz. For U.S. listeners: What a recovery could look like webinar slides (PDF) *CFP credit is available only for U.S.-based webinar re...
Volatility 2020: Rob Lovelace on what a recovery could look like
April 16, 2020 19:33 - 57 minutes - 132 MBRob Lovelace brings his 35 years of experience as he shares his perspective on managing through challenging markets, as well as what Capital Group is doing to shepherd client assets. For U.S. listeners: To view the additional resource What a recovery could look like webinar slides, click here [PDF] or copy and paste bit.ly/3fjLxvK into your browser. To view the webinar or attend future webinar events, visit volatility2020.com. This episode is no longer available for CE credit. For ...
Volatility 2020: Can stimulus “cure” the economy? [CE credit]
April 10, 2020 04:01 - 1 hour - 142 MBTwo economists discuss how the historic stimulus package could impact the economic outlook; what it means for key industries, companies and consumers; and what else the U.S. Federal Reserve and European Central Bank can do to support markets. Plus, a member of our Government Relations team details how new regulations may affect investors. Available for one hour of CE credit for CFP* and CIMA designations. Take the CE credit quiz. *CFP credit is available only for U.S.-based webinar regis...
Volatility 2020: Can stimulus “cure” the economy?
April 10, 2020 04:01 - 1 hour - 142 MBTwo economists discuss how the historic stimulus package could impact the economic outlook; what it means for key industries, companies and consumers; and what else the U.S. Federal Reserve and European Central Bank can do to support markets. Plus, a member of our Government Relations team details how new regulations may affect investors. For U.S. listeners: To view the additional resource Can stimulus “cure” the economy? webinar slides, click here [PDF] or copy and paste bit.ly/3qfD8jw in...
Volatility 2020: What's next for equity markets? [CE credit]
April 03, 2020 21:40 - 58 minutes - 134 MBHow should investors navigate equity markets during this period of coronavirus-induced volatility? Which sectors will be hardest hit? And is this a buying opportunity for long-term investors? Veteran equity portfolio managers Jody Jonsson and Joyce Gordon, whose experience spans multiple market declines, offer their perspective. To view the webinar or attend future webinar events, visit volatility2020.com. For U.S. listeners: What’s next for equities? webinar slides [PDF] This episode ...
Volatility 2020: What's next for equity markets?
April 03, 2020 21:40 - 58 minutes - 134 MBHow should investors navigate equity markets during this period of coronavirus-induced volatility? Which sectors will be hardest hit? And is this a buying opportunity for long-term investors? Veteran equity portfolio managers Jody Jonsson and Joyce Gordon, whose experience spans multiple market declines, offer their perspective. To view the webinar or attend future webinar events, visit volatility2020.com. For U.S. listeners: What’s next for equities? webinar slides [PDF] This episode ...
Volatility 2020: What's next for equity markets
April 03, 2020 21:40 - 58 minutes - 134 MBHow should investors navigate equity markets during this period of coronavirus-induced volatility? Which sectors will be hardest hit? And is this a buying opportunity for long-term investors? Veteran equity portfolio managers Jody Jonsson and Joyce Gordon, whose experience spans multiple market declines, offer their perspective. For U.S. listeners: To view What’s next for equities? webinar slides, click here [PDF] or copy and paste bit.ly/3rcdefE into your browser. To view the webinar or...
Volatility 2020: Recession watch [CE credit]
March 28, 2020 18:21 - 59 minutes - 136 MBThe coronavirus pandemic and coinciding market decline have left investors grasping for answers. We visit with U.S. economist Jared Franz and fixed income portfolio manager Pramod Atluri to discuss the likely course of the inevitable recession, what the Fed and other central banks must do stem the tide and what the investment world could look like on the other side of “the valley.” Includes a special message from Capital Group vice chairman Rob Lovelace. To view the webinar or attend futur...
Volatility 2020: Recession watch
March 28, 2020 18:21 - 59 minutes - 136 MBThe coronavirus pandemic and coinciding market decline have left investors grasping for answers. We visit with U.S. economist Jared Franz and fixed income portfolio manager Pramod Atluri to discuss the likely course of the inevitable recession, what the Fed and other central banks must do stem the tide and what the investment world could look like on the other side of “the valley.” Includes a special message from Capital Group vice chairman Rob Lovelace. For U.S. listeners: To view Recessi...
Radical uncertainty
March 06, 2020 05:01 - 30 minutes - 70.4 MBHow do leaders make important decisions when the stakes are high, the data is flawed and the outcome is unknowable? Often badly — in part, because they rely on bogus quantification instead of seasoned judgement. That’s one of the themes outlined in a new book by former Bank of England governor Mervyn King and economist John Kay. In this podcast, we explore that perplexing issue at the heart of their newly released book, “Radical Uncertainty: Decision-Making Beyond the Numbers.” Mervyn King...
Coronavirus update: A view from the ground
February 27, 2020 23:45 - 34 minutes - 79.9 MBThe outbreak of the coronavirus and concerns about what its rapid spread could mean for global markets and economies have prompted this special episode of Capital Ideas. Hong Kong-based economist Stephen Green discusses the supply-chain disruptions already taking shape, which sectors stand to lose — or gain — from the crisis and how soon “business as usual” might be expected to return to China and global economies. Stephen Green covers Asia from Hong Kong. He has 14 years of investment ind...
The best of Capital Ideas, vol. 2
February 21, 2020 05:01 - 44 minutes - 103 MBHost Matt Miller takes us on a tour of outstanding moments from recent Capital Ideas podcast episodes, including excerpts from conversations about oil rigs, Teslas, long-term opportunities in Asia and more. 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. Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalid...
Streaming wars
February 07, 2020 05:01 - 35 minutes - 81 MBThe proliferation of video streaming services has been the most conspicuous change of late in Hollywood’s evolving competition for the consumer dollar. Investment analyst Brad Barrett, who has covered media for 19 years, details what differentiates the key players, how the battle lines are being drawn and what’s at stake for investors. Barrett is a research director and equity investment analyst with responsibility for media, cable and satellite, advertising-driven internet companies and t...
Oil change: Snapshot of an evolving industry
January 24, 2020 05:01 - 42 minutes - 96.8 MBToday’s global oil industry is experiencing a period of disruption, says investment analyst Jacinto Hernandez. From the technological (the shale revolution) to the geopolitical (rising Middle East tensions) to the environmental (ESG concerns), Hernandez breaks down the forces shaping his outlook and draws from his 19 years covering energy to consider the implications for investors. Jacinto Hernandez is an equity investment analyst with research responsibility for global oil & gas explorati...
What's next for Brexit?
January 10, 2020 05:01 - 36 minutes - 82.8 MBAfter three years of political wrangling in the U.K., Brexit finally appears to be moving forward. As the U.K. prepares to leave the European Union, Capital Group economist Robert Lind and political economist Talha Khan share their views on what’s coming next and how it might affect European trade and economic growth in the years ahead. 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 p...
2020 Outlook
December 27, 2019 05:01 - 1 hour - 139 MBPortfolio manager Rob Lovelace, economist Darrell Spence and fixed income investment director Margaret Steinbach share their thoughts on global equities, economies and fixed income as they look ahead to 2020. Rob Lovelace is vice chairman of Capital Group, president of Capital Research and Management Company, and serves on the Capital Group Management Committee. He has 33 years of investment experience. He earned a bachelor's in geology from Princeton and is a CFA charterholder. Darrell ...
What's in store for the U.S. retail sector?
December 13, 2019 05:01 - 19 minutes - 44.5 MBYes, e-commerce titan Amazon continues to disrupt the business of traditional retailers, but some are finding innovative ways to survive and thrive in the highly competitive U.S. retail landscape. Capital Group retail analyst Jessica Spaly discusses her long-term outlook for the sector amid the hustle and bustle of the holiday shopping season. 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...
A guide to international investing
November 29, 2019 05:01 - 38 minutes - 88.3 MBAfter a decade of dominance by U.S. stocks, are there still compelling reasons to invest outside the United States? Absolutely, says Capital Group investment director David Polak. Here he lays out his argument for why investors shouldn’t abandon international equities. David Polak leads the investment specialist team and also represents Capital Group's global equity strategies. He has 35 years of investment industry experience. David is based in New York and has a bachelor's in economics f...
Municipal bonds under the microscope
November 15, 2019 05:01 - 41 minutes - 96.1 MBFixed income portfolio managers Mark Marinella and Karl Zeile discuss the outlook for U.S. municipal bonds in light of sweeping federal tax changes. They offer their views on whether muni bonds are still attractive under the new tax regime, as well as the importance of fundamental research in a credit-driven market. 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 L...
Robert Shiller on “Narrative Economics”
November 01, 2019 04:01 - 37 minutes - 86.1 MBThe title of Nobel Prize-winning economist Robert Shiller’s latest book, “Narrative Economics,” is telling — literally. It spotlights stories people have told one another throughout recorded history that reflect and, Shiller argues, often shape their economic circumstances. Here he discusses the most enduring and relevant of these narratives and suggests how their implications could help shape the future of both academics and policymaking. Robert Shiller is an economist, academic and bests...
Beyond the trade war: Long-term investing in China
October 18, 2019 04:01 - 29 minutes - 67.9 MBPortfolio manager Winnie Kwan and investment director Kent Chan explore the long-term investment outlook for China. Amid a damaging trade war and political unrest in Hong Kong, they see the world’s second largest economy as a classic stock picker’s market — presenting select opportunities for patient investors. 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, ...
Why fund-of-funds solutions are gaining popularity
October 04, 2019 04:01 - 43 minutes - 98.6 MBWhen financial advisors have their hands full with the expanding needs of their clients, portfolio construction may not get the attention it deserves. That’s why they’re increasingly turning to asset managers for help. Two veteran portfolio managers who oversee Capital Group’s fund-of-funds solutions, Brad Vogt and Wesley Phoa, share their views on this important industry trend. Brad Vogt is an equity portfolio manager with 31 years of investment experience and serves on the Capital Group ...
6 keys to better investment manager selection
September 20, 2019 16:25 - 28 minutes - 64.2 MBRetirement plan sponsors concerned about participant outcomes, take note. Capital Group's Steve Deschenes is here with a checklist for selecting superior investment managers. A research and development director with 26 years of experience, Deschenes shares his research into the factors sponsors should consider in their manager-selection process. Steve Deschenes is a research and development director at Capital Group. He is a founder of the online financial advice site mPower (now part of M...
Sweat equities: Metals, mining and utilities
September 06, 2019 04:01 - 38 minutes - 87.4 MBIron ore, copper, gold, nickel. Extracting these metals from the earth is a tough, capital-intensive business. Equity investment analyst Frank Beaudry makes it his business to know what the world’s mining companies are doing to succeed on behalf of investors. Listen as Beaudry sheds light on this sometimes dangerous industry, as well as the other sector he covers: European utilities. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Wash...
The technology trap
August 23, 2019 04:01 - 36 minutes - 83.9 MBWhat happens when technological innovation, instead of helping people, displaces them? That’s been a vexing question throughout history and it remains so today. In this podcast, we address the issue with Dr. Carl Benedikt Frey, author of The Technology Trap: Capital, Labor, and Power in the Age of Automation. Dr. Carl Benedikt Frey is a professor at Oxford University, where he directs the program on Technology & Employment at the Oxford Martin School. His academic work has been featured in...
The secrets of high net worth investors
August 09, 2019 04:01 - 37 minutes - 86 MBHere’s a news flash for financial advisors who think their clients are telling them everything: There’s a good chance they aren’t. In fact, they are probably keeping some big secrets that could jeopardize their long-term investment returns. In this podcast, Capital Group’s head of consumer research, Mike Van Wyk, reveals what these investors might be hiding and suggests steps advisors can take to strengthen their client relationships. Your host Matt Miller is the policy and communications ...
The future is Asian
July 19, 2019 04:01 - 41 minutes - 95.7 MBLong-term international investors who focus primarily on China may be missing the bigger picture. In his latest book, The Future Is Asian, global strategy advisor and author Parag Khanna argues that a “fourth wave” of Asian growth — essentially the rest of Asia — is hiding in plain sight. Here Khanna discusses common Western misperceptions of Asia’s economic place in the world and offers eye-opening statistics that could lead many of us to rethink our investment assumptions. Your host Matt...
An engineer’s view of the stock market
July 12, 2019 04:01 - 38 minutes - 88.9 MBPortfolio manager Alan Wilson trained at MIT to be a civil engineer. Turns out, those skills transfer nicely to the stock market — building strong portfolios instead of towering skyscrapers. In this podcast, Wilson discusses his outlook for U.S. equities and his thoughts on investing in an aging bull market. Alan Wilson is an equity portfolio manager with 34 years of investment experience, 28 with Capital Group. Earlier in his career, he covered U.S. construction and energy companies, amon...
2019 Midyear Outlook
June 28, 2019 04:01 - 58 minutes - 134 MBPortfolio manager Jody Jonsson, head of fixed income Mike Gitlin and economist Darrell Spence share their thoughts on global equities, fixed income and economies as they look ahead to the remainder of 2019 and beyond. Want continuing education credit? Financial professionals (CFP* and CIMA) can take the quiz after listening. 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 radi...
What Morningstar’s shake-up means for bond investors
June 14, 2019 04:01 - 36 minutes - 83.1 MBGiven the uncertainty in today’s economic environment, investors should not be caught unaware of what’s in their bond portfolios. Enter Morningstar, whose recent split of the intermediate bond category should be welcome news for bond investors seeking greater transparency. Capital Group head of fixed income Mike Gitlin and portfolio manager Pramod Atluri explain. Mike Gitlin has 25 years of investment experience, four with Capital. Mike was previously the head of fixed income and global he...
AMBAL manager on his outlook and markets
May 31, 2019 04:01 - 33 minutes - 77.6 MBHelping investors enjoy a comparatively smooth ride when markets are at their choppiest is a top priority for portfolio manager Greg Johnson, principal investment officer of American Balanced Fund®. Johnson shares his approach to maintaining a favorable balance between equities and fixed income in the fund today and reveals which out-of-favor sectors hold the most exciting opportunities for him. Greg Johnson is an equity portfolio manager with 25 years of investment experience, all with Ca...
The case for international equities
May 17, 2019 04:01 - 37 minutes - 86.8 MBCapital Group portfolio manager Gerald Du Manoir talks about the importance of including international equities in a well-diversified portfolio, despite years of lagging index returns relative to U.S. markets. It’s not about investing in geographic regions, he explains, but specific company-by-company opportunities. Du Manoir is an equity portfolio manager with 29 years of investment experience, 28 with Capital Group. Earlier in his career at Capital, he covered European construction and b...
U.S. automakers signal a lane change
May 03, 2019 04:01 - 39 minutes - 89.8 MBThe U.S. auto industry has seen its share of technological innovation through the decades, but perhaps none more dramatic than what lies just around the bend. Investment analyst Kaitlyn Murphy, a 14-year veteran of Capital Group, discusses the recent adoption of electric vehicles, the uneasy promise of autonomous cars and the challenge of investing in an industry mired in transition. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former ...
Chip off the old block: The semiconductor comes of age
April 19, 2019 04:01 - 40 minutes - 93 MBNot only has the semiconductor played an essential role in the proliferation of technology over the past half century, but the companies that design and make microchips have had to adapt to the changing demands of a constantly evolving sector. Investment analyst Isaac Sudit offers insight into these companies as well as perspective on how semiconductors have changed our lives as consumers. Isaac Sudit is an equity investment analyst with 20 years of investment experience, 13 at Capital Gro...
How to make your workplace a better place with Adam Grant
April 05, 2019 04:01 - 33 minutes - 76.5 MBUniversity of Pennsylvania professor Adam Grant talks with Capital Group’s Matt Miller about the dynamics of success and productivity in the workplace. Might a six-hour work week help? Can procrastination actually be a good thing? Listen and find out. Organizational psychologist Adam Grant is the top-rated professor at the University of Pennsylvania’s Wharton School of Business. He's been recognized as one of the world's 10 most influential management thinkers in Fortune's 40 under 40 and ...
When is the next recession?
March 22, 2019 04:01 - 54 minutes - 124 MBThe next recession — when it will hit, what will trigger it — is top of mind for many investors now that the U.S. expansion is entering its 10th year. Capital Group economists Jared Franz and Darrell Spence and equity portfolio manager Joyce Gordon take an in-depth look at recessions and offer their perspectives on what investors can do to prepare for the next one. Get our Guide to recessions [free e-book]: U.S. | Europe | Asia-Pacific | Canada Economist Jared Franz covers the U.S. ...
Today’s retirement realities
March 08, 2019 05:01 - 24 minutes - 55.3 MBEmployer-sponsored 401(k)s and other defined contribution plans have become the foundation of the U.S. retirement system, but there's a $5 trillion savings gap that still needs to be addressed. In this episode, Ralph Haberli, head of the retirement business at Capital Group, suggests how 401(k) plans could do better for their participants. Ralph Haberli is a sales director and heads the institutional retirement business at Capital Group. He has 18 years of industry experience, two at Capit...
On the ground in China
February 22, 2019 05:01 - 41 minutes - 94.9 MBRecorded in Hong Kong, this episode takes you behind the scenes for an in-depth look at China and the critical issues of growth, trade and geopolitics. Host Matt Miller dropped in on investment analyst Andrew Dougherty, economist Stephen Green and portfolio manager Steve Watson to get their perspectives on themes of vital importance to investors the world over. Andrew Dougherty covers Asia-Pacific real estate as an equity analyst. He has 14 years of investment industry experience, all with...
Which way Brexit?
February 15, 2019 05:01 - 29 minutes - 68 MBAs the U.K. approaches a March 29 deadline to leave the European Union, Capital Group investment professionals discuss the market and economic implications of this seismic shift away from four decades of European integration. What does it mean for future economic growth, the political landscape and the long-term investment outlook for U.K. financial assets? Equity portfolio manager Caroline Randall has 21 years of investment experience, 13 with Capital Group. As an analyst, she covers Euro...
3 views on the markets in 2019
January 25, 2019 05:01 - 36 minutes - 84 MBThis episode features a revealing mix of perspectives from three Capital Group portfolio managers. Barry Crosthwaite examines the fundamentals of U.S. and Chinese markets to make sense of today's perplexing global economic cycle. Brad Freer looks beyond a recent rough spell for emerging markets equities to reveal long-term opportunities he’s finding there. And Pramod Atluri shares strategic moves that the fixed income group has made to stay ahead of U.S. monetary and fiscal policy. Equity ...
Beyond yields and spreads: What drives the global bond market?
January 11, 2019 05:01 - 43 minutes - 98.6 MBCapital Group portfolio manager Mark Brett discusses worldwide opportunities in the fixed income markets. As rising interest rates, global trade disputes and geopolitical conflicts keep investors on edge, Brett explains his approach to identifying untapped value and seeking to avoid excessive risks. Mark Brett is a portfolio manager specializing in global bonds. He has 39 years of investment experience and has been with Capital Group for 24 years. Prior to joining Capital, Mark was an econ...
2019 Outlook: Markets and economies
December 28, 2018 05:01 - 59 minutes - 137 MBLate 2018 has been an unsettling time for investors. In this episode, three seasoned investment professionals deliver Capital Group's 2019 Outlook, offering their perspectives on the global economy as well as equity and fixed income markets. Want continuing education credit? Financial professionals (CFP* and CIMA) can take the quiz after listening. Rob Lovelace is vice chairman of Capital Group and an equity portfolio manager. He has 32 years of investment experience, all with Capital. ...
Global bond market outlook
December 14, 2018 05:01 - 26 minutes - 61.6 MBAs rising U.S. interest rates reverberate around the world, Capital Group portfolio manager Rob Neithart discusses his outlook for the global bond market, including high-grade government bonds, corporate credit and emerging markets debt. As a fixed income portfolio manager, Rob Neithart focuses on global multi-currency fixed income, emerging market debt and global high income portfolios. He has 30 years of investment experience, all with Capital Group. He is chairman of Capital Strategy Re...
The ABCs of ESG investing
November 30, 2018 05:01 - 29 minutes - 67.4 MBESG (environmental, social, governance) investing has gone mainstream. But how can today’s investors separate the substance from the hype? Here to help sort it out is Capital Group’s ESG investment director Natasha Braginsky Mounier. She offers historical perspective on the growing movement and explains how Capital Group approaches — and has long approached — responsible investing. Natasha is global ESG investment director at Capital Group. She has 24 years of investment experience, 15 at ...