Capital Ideas podcast

From advising Canada's finance minister to researching companies across luxury and mining industries, Capital Group equity analyst Frank Beaudry has learned that great investing isn't just about the numbers, it's about understanding the people behind them.

Key takeaways include:

• Looking beyond short-term noise and focusing on durable trends
• Challenging assumptions through continuous learning and intellectual flexibility
• Unders...

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.

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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 Capit...

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 earning trust every day have shaped both his career and his approach to leading others.

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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.

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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 enormous opportunity — but also why some companies never recover from missing major transitions. The key isn't predicting every winner; it's striving to i...

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. Zach and Caroline offer their views on the investment implications.

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For o...

For Greg Miliotes, portfolio manager and Investment Group Oversight Chair, becoming an investor isn't about what you'll learn in a book or copying someone else's style. It's about curating your own playbook through a strong mental framework, long-term discipline and the conviction needed to navigate uncertainty. Greg demonstrates how the combination of experience, mistakes and repetition help investors develop a personal investment...

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.

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For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the...

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 tenured career, including:

• A firsthand look at the discipline, accountability and thoughtful decision-making process behind managing client assets
• Why l...

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 rates. This episode is adapted from our June 25 webinar, 2026 Midyear Outlook.

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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 develop teams that sustain excellence over time.

Also in this episode:

• AI's impact on the restaurant industry - including a robotic kitchen
• Chef Daniel's a...

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 unbalanced. #CapGroupGlobal

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What does it take to stay ahead in a world of constant disruption? For Harold La, an equity portfolio manager, it's not about predicting the future, it's about putting yourself in a position to see change early, build conviction and stay with it over time.

After nearly three decades investing across global emerging markets in Asia, including India and China, Harold shares an active approach built on getting beyond the screen &mdas...

The U.S. economy looks resilient based on top-line growth, yet the housing market remains stuck in neutral. Portfolio manager Taylor Hinshaw discusses the disconnect and what it will take for the crucial housing sector, and its broader economic impact, to turn around.

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For Hock Tan, Broadcom's CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership accountability at scale.

This conversation breaks down that discipline in action, including:

• An acquisition framework
• Where real constraints exist in AI infrastructure
• Why you should build a skill set, not a career

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Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson share their views on geopolitical events, including the Iran war, and the outlook for the U.S. midterm elections. #CapGroupGlobal

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With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes, according to Equity Portfolio Manager Michael Beckwith. So, what does drive effective long-term outcomes? Adaptability and judgment.

In this episode, he explains how these skills show up in practice:

• Actively molding a portfolio rather than just aggregating stocks
• Rigorously assessing management quality and incentives
• Identifyi...

What happens to markets when investing goes on "autopilot"? Capital Group Vice Chair Jody Jonsson explains how passive ownership can diminish price discovery — and why that matters in expensive, concentrated markets. Jody also shares her thoughts on the role of private assets and what "smart regulation" could look like.

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalidea...

Biotech investing often hinges on understanding science, trials and patient outcomes. Dr. Judith Finegold is a physician turned equity analyst, and she explains how her clinical experience helps assess drug pipelines, clinical trials and long term risk in biotech investing — well beyond the headlines. #CapGroupGlobal

This content is intended to highlight issues and be of a general nature. It should not be considered advice, ...