While 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.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Capital Ideas Investing Podcast

What to expect when the Fed tapers

Big 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/ca for Capital Group insights.

Deurbanization: Are big cities in jeopardy?

How we can get better at thinking critically and objectively is the far-reaching topic of this discussion. Author Julia Galef discusses the findings of her new book, The Scout Mindset: Why Some People See Things Clearly and Others Don’t, including why many of us cling to our beliefs without the benefit of good reasoning. Host Matt Miller helps bring the importance of adopting the “scout mindset” front and center to the world of investing. Julia Galef hosts the podcast Rationally Speaking and is the co-founder of the Center for Applied Rationality. 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.

Sharpen your critical thinking with The Scout Mindset

Jeffrey Garten’s book, Three Days at Camp David: How a Secret Meeting in 1971 Transformed the Global Economy, examines the unlikely events that led to President Richard Nixon’s surprise announcement that the U.S. dollar would no longer be fixed to gold. Here, 50 years later, Garten details the political maneuvering, the now-familiar cast of characters and the themes that resonate for management of the global economy today. Jeffrey E. Garten is dean emeritus at the Yale School of Management, where he teaches courses on the global economy and crisis management. 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.

Three Days at Camp David: The secret meeting that transformed the global economy

Negative events get the most headlines. That’s why it’s important to step back and consider the positive trends reshaping our world and how they may benefit investors. Hear from veteran portfolio managers Anne-Marie Peterson and Steve Watson. 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. What’s right with the world slides [PDF]  *CFP credit is available only for U.S.-based webinar registrants. 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. 

What’s right with the world [CE credit]

Andrew Cormack, a portfolio manager with Capital World Bond Fund®, discusses his outlook for fixed income markets amid a reawakening of the global economy. Will higher inflation dampen bond market returns? When will the Fed raise interest rates? How long will the ECB keep rates in negative territory? Listen in to hear Andrew’s view. 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.

What’s next for global bond markets?

Where are we on the road to recovery? What are the key opportunities in the U.S. and equity markets around the world? What’s the outlook for rates, inflation and fixed income? How should portfolios be positioned for the rest of 2021? 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. Midyear Outlook slides [PDF]  *CFP credit is available only for U.S.-based webinar registrants. 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. 

Midyear Outlook [CE credit]

Corporate boards have been around for nearly 500 years. Yet according to author Dambisa Mayo, the challenges they face today along the “cultural frontier” amount to a new mandate. Moyo discusses her new book, How Boards Work – and How They Can Work Better in a Chaotic World, and explains how boards are handling the demands of geopolitics, new technology and calls for diversity. Dambisa Moyo is author of the New York Times bestsellers Edge of Chaos, Winner Take All and Dead Aid. Moyo regularly contributes to the Wall Street Journal and Financial Times. 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.

How boards work, with author Dambisa Moyo

Increasingly aggressive regulation of the world’s largest and most successful technology companies has been cause for concern among many investors. But how concerned should they be? Four Capital Group investment professionals recently weighed in on the subject. 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.

Is Big Tech in big trouble?

Want to jump on a plane and take a vacation? Go to a baseball game or concert? You’re not alone. Will pent-up demand drive a new Roaring ’20s economic revival? If so, for how long? And what are the investment opportunities? 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.  The Roaring ‘20s: How pent-up demand can power growth slides (PDF)  *CFP credit is available only for U.S.-based webinar registrants. 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 Roaring ‘20s: How pent-up demand can power growth

What factors have given rise to today’s populist rebellion, and what should be the proper response from the dominant elites? Author and academic Michael Lind answers our probing questions about his latest book — “The New Class War: Saving Democracy from the Managerial Elite” — in which he addresses the critical social themes of our time. Michael Lind is a professor of public affairs at the University of Texas at Austin. 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 New Class War” with author Michael Lind

Environmental, social and governance issues are increasingly important to investors worldwide. In this session, we outline where ESG investing could be heading and what it could mean for your portfolios.  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.  The future of ESG investing slides [PDF]  *CFP credit is available only for U.S.-based webinar registrants. 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 future of ESG investing [CE credit]

Is this the year international stocks will finally overtake the U.S.? Greg Fuss, an equity portfolio manager with American Funds International Vantage Fund(SM), won’t commit, but opportunities he’s finding among companies in Europe and elsewhere give him confidence that the rest of the world is gaining ground. 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 Europe’s recovery

Break out your crystal ball as we imagine life at the end of this decade. Will driverless cars rule the road? Will major diseases be cured? How will daily life be different, and what could it mean for investors? 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.  The World in 2030 slides (PDF)  *CFP credit is available only for U.S.-based webinar registrants. 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 World in 2030 [CE credit]

Capital Group investment professionals Winnie Kwan and Kent Chan discuss the outlook for China’s economy and markets as the world’s second largest economy emerges from the pandemic. Winnie Kwan is a portfolio manager with 23 years of investment experience. She holds master’s and bachelor’s degrees in economics from Trinity College at the University of Cambridge. Kent Chan is an investment director with 28 years of investment experience. He holds a bachelor’s in political economics from the University of California, Berkeley. 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 China — Revisited

Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories.

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Capital Ideas Investing Podcast

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