Why municipal bonds can win on an after-tax basis
Capital Ideas Podcast
Did you know municipal bonds are deeply woven into everyday life? Karl Zeile, a fixed income portfolio manager with 32 years of industry experience, explains why the tax advantage of muni bonds is more relevant than ever. He lays out a practical framework for how financial advisors and investors can think about using them in today's market. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or...
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All that glitters: What’s driving up gold prices?
Capital Ideas Podcast
Gold prices have skyrocketed over the past three years. In March 2023, the precious metal was trading below $2,000 an ounce. By March 2026, it was above $5,000. What’s the catalyst? Three Capital Group portfolio managers offer their views on gold and what it means for your investment portfolio. #CapGroupGlobal For full disclosures go to For our latest insights, practice management ideas and more, subscribe to Capital Ideas at . If you’re based outside of the U.S., visit for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: This...
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Inside the AI supply chain
Capital Ideas Podcast
Equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom. For full disclosures go to For our latest insights, practice management ideas and more, subscribe to Capital Ideas at . If you’re based outside of the U.S., visit for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: To stay informed, follow us LinkedIn: ...
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You can’t model human behavior
Capital Ideas Podcast
Long-term investing success comes from experience, humility and learning across market cycles — not short-term forecasting. In this episode, equity analyst Cyana Chilton shares why disciplined, dispassionate thinking matters, especially in moments of stress. As she puts it, “You can’t model human behavior,” and understanding that reality helps her make better decisions for shareholders. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of...
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Adventures in emerging markets investing
Capital Ideas Podcast
Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility and cyclicality. She also explains why she believes macroeconomic and political cycles matter more today in both emerging and developed markets. #CapGroupGlobal For full disclosures go to For our latest insights, practice management ideas and more, subscribe to Capital Ideas at . If you’re based outside of the U.S., visit for Capital Group insights. Watch our latest podcast,...
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The psychology of building portfolios to withstand any cycle
Capital Ideas Podcast
Before becoming a fixed income portfolio manager, Shannon Ward's passion was psychology. Today, she uses understanding people and behavior to inform her investment strategies in high-yield bonds. Key takeaways: The importance of portfolio diversification and avoiding what you don’t fully understand Lessons from three decades of market cycles How strong partnerships with analysts can help create resilient portfolios #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a...
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How to find generational AI businesses – the ‘move 37’ moment
Capital Ideas Podcast
Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the...
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Black gold: The outlook for oil prices
Capital Ideas Podcast
Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global energy market. He also explains why the U.S. continues to hold its position as the number one oil producer in the world, and what that means for the U.S. economy. #CapGroupGlobal For full disclosures go to For our latest insights, practice management ideas and more, subscribe to Capital Ideas at If you’re based outside of the U.S., visit for Capital Group insights. Watch...
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Regulation dictates opportunity in US utilities
Capital Ideas Podcast
Fixed income investment analyst Julian James discusses the prospects for investment grade US utilities. Julian outlines why regulation is the key driver of quality for companies in this space and how he sifts through such a large sector to find the most attractive opportunities for portfolios. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All...
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Amazon CEO on leadership, innovation and customer obsession
Capital Ideas Podcast
In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed to the point of writing press releases before any coding begins. In this episode, hear how he drives this culture, where he sees AI going next, and his advice for recent graduates. Key takeaways include: How Amazon has built a customer-obsessed culture Why AI is the most transformative technology of our time The future of drones, robotics and global connectivity Practical career advice for graduates #CapGroupGlobal This...
info_outlineCapital Group investment analysts take a deep dive into rising government debt. Are current debt levels in the U.S., Europe and elsewhere sustainable? When do they become unsustainable? And what does that mean for investors? Fixed income analysts Doug Kletter, Jason Davis and Arjun Madan share their views in a panel discussion hosted by Capital Group investment director Ed Harrold. #CapGroupGlobal
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 U.S., visit capitalgroup.com for Capital Group insights.
Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi
This content is published by Capital Client Group, Inc.
U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html
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