Capital Ideas Australia Podcast

As Capital Group celebrates the 50th anniversary of it's debut in the business of fixed income management, long-tenured present and retired portfolio managers share some memorable experiences and lessons learned. The second of a two-part series features retired portfolio manager Mark Brett, who served as principal investment officer for Intermediate Bond Fund of America®, and current portfolio manager David Daigle, principal investment officer for American High-Income Trust®.

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.

Capital Group equity investment director, Matt Reynolds, shares his outlook for the semiconductor industry. What's with all the hype surrounding artificial intelligence? Why are electric vehicles so important? And how has the pandemic fundamentally transformed the business of designing, manufacturing and selling computer chips? Tune in to find out.

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.

As Capital Group celebrates the 50th anniversary of it's debut in the business of fixed income management, long-tenured present and retired portfolio managers share some memorable experiences and lessons learned. The first of a two-part series features current portfolio manager Kirstie Spence, who focuses on emerging markets debt, and retired portfolio manager John Smet, who also served as principal investment officer for The Bond Fund of America®.

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.

Having declined from last year's peak, inflation may now be on a sustained downward path, and with money market funds reaching a new record of $5.2 trillion, it seems investors are holding onto cash while waiting for the next shoe to drop. In this episode we discuss one of the hottest topics with investors right now - when is the right time to move out of cash and term deposits? And what might a future portfolio might look in a normalised fixed income environment? Join Capital Group Managing Director Jorden Brown and Haran Karunakaran from our Investment Specialist team for this eye-opening discussion.

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.

Bear markets can feel like they last forever when we're in them, but the good news is they have been relatively short compared to market recoveries. Investors who find the courage and conviction to stick to their long-term plan are often rewarded as markets bounce back.

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.

Following a difficult period for equity markets in late 2022, recovery has been sustained, despite ongoing speculation about a recession. In more than 35 years with Capital Group, equity portfolio manager Greg Wendt has seen the best and worst of market cycles. In this episode he addresses a question on the minds of many investors today: Is the bear market of 2022 finally over?

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 the rapid rise in take-up of ChatGPT, many commentators are now forecasting AI to become as disruptive and epoch-making as the internet. With the abundance of new information and activity in this space, investors are right to be wary of the potential for fads in the development and application of AI that will fall short of long-term success. Investment Director Matt Reynolds takes a closer look at why the noise about AI has reached this level, whether it's justified and where the investment opportunities might lie, both now and in 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.

Capital Group portfolio manager Lisa Thompson offers her thoughts on the changing path of globalization, a brighter outlook for emerging markets and why she enjoys investing in a technicolor world.

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.

As we approach the half-way mark in 2023, volatility continues in equity markets. While investors can once more look to fixed income for promising yields, they are also facing uncertainties from ongoing inflation and central bank tightening, along with disruption in the banking sector. Capital Group Managing Director Jorden Brown is joined by Haran Karunakaran from out Investment Specialist team to explore why it's important to get beyond popular myths about fixed income in order to realise its value in the current investment climate. Jorden Brown is Managing Director, Financial Intermediaries for Capital Group in Australia and New Zealand. He has 20 years of industry experience and has been with Capital Group for nine years. Prior to joining Capital Group, Jorden worked as General Manager Adviser Distribution at Perpetual. He holds a bachelor's degree in business studies from Charles Sturt. Jorden is based in Sydney.

Haran Karunakaran is Senior Manager in Capital Group's Investment Product Specialists Team. He has almost 20 years of industry experience. Prior to joining Capital Group in 2021, Haran worked with Pimco and NAB in Product Strategy. He holds a bachelor's degree in economics and finance from the University of Sydney and an MBA from London Business School. Haran is based in Singapore.

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.

As disrupted supply chains, de-globalisation, conflict and an economic slowdown take their toll on global trade, investors might expect multinationals to be in the firing line. Investment Director Matt Reynolds takes a close look at the case for seeking sustained returns from 'global champions'. He also explains why a robust process is vital in selecting the multinational stocks with greatest potential to deliver based on exposure to diverse regions and sources of revenue.

FOR PROFESSIONAL INVESTORS ONLY. Past results are not a guarantee of future results. 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.