Capital Ideas Australia Podcast

In this episode, Equity Investment Director Matt Reynolds engages with Jody Jonsson, Vice Chair of Capital Group and Portfolio Manager, covering three significant areas. Firstly, Jody shares her current perspectives on the markets and highlights areas that she's finding interesting. Secondly, as a US-based investor with a global outlook, Jody discusses the types of companies she actively seeks and highlights their long-term attributes. Finally, the discussion delves into the durable secular growth drivers that are poised to shape future results.

FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

With wars in Ukraine and the Middle East, simmering US-China tensions and a contentious US presidential campaign under way, it is understandable that investors may be anxious. Yet positive trends across technology, health care and other areas are transforming lives and driving opportunity for companies and patient investors. In this episode, Capital Group equity investment director, Matt Reynolds highlights five reasons to feel confident about the future.

FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

With inflation falling and the US Federal Reserve (Fed) signalling an end to its historic tightening cycle, the landscape for bond investors is beginning to look much clearer. Even after a sharp rally in late 2023, yields still look more attractive than they have in a decade. In this interview with managing director Jorden Brown, Capital Group fixed income investment director Haran Karunakaran discusses the opportunities in fixed income markets and the role that bonds should have in a portfolio, particularly in the current economic environment. FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

In the second of two episodes, Investment director Natalya Zeman speaks to India specialist Anirudha Dutta and equity analyst Himanshu Sharma. Recently returned from a research trip to India the trio provide notes from the fields and discuss how Capital Group's boots on the ground approach informs our investment decision making.

FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

In the first of two episodes, Investment director Natalya Zeman speaks to India specialist Anirudha Dutta and equity analyst Himanshu Sharma. Recently returned from a research trip to India the trio provide notes from the fields and discuss how Capital Group's boots on the ground approach informs our investment decision making.

FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

Heading into 2024, it is difficult to remember another time when the outlook was so uncertain. Recession or expansion? Inflation or deflation? Higher interest rates for longer or central banks preparing to pivot? The second of a two-part series features Mario Gonzalez Perez in conversation with Capital Group economist Robert Lind, fixed income investment director Flavio Carpenzano, and head of equity multi-asset and solutions business development, Katharine Dryer. Together, they outline their long-term perspective on markets and economies.

FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

Heading into 2024, it is difficult to remember another time when the outlook was so uncertain. Recession or expansion? Inflation or deflation? Higher interest rates for longer or central banks preparing to pivot? The first of a two-part series features Mario Gonzalez Perez in conversation with Capital Group economist Robert Lind, fixed income investment director Flavio Carpenzano, and head of equity multi-asset and solutions business development, Katharine Dryer. Together, they outline their long-term perspective on markets and economies.

FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

Reagan Anderson, Senior Vice President of Government and Regulatory Affairs in Capital Group's Washington, D.C. office, examines the issues and challenges that are likely to shape the 2024 U.S. presidential election. She also provides a glimpse into how Capital interacts with elected leaders on a wide variety of topics affecting the investment industry.

FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.

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In this interview with equity investment director Matt Reynolds, Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, and the importance of avoiding emotional overreactions to stock markets.

FOR PROFESSIONAL INVESTORS ONLY. Past performance is not a guarantee of future performance. The information included on this site is neither an offer nor a solicitation to buy or sell any securities or to provide any investment service.