We bring you the latest updates from Capital Ideas Podcast through a simple and fast subscription.
We can deliver your news in your inbox, on your phone or you can read them here on this website on your personal news page.
Unsubscribe at any time without hassle.
Capital Ideas Podcast's title: Capital Ideas podcast
Is this your feed? Claim it!
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.
#CapGroupGlobal
For full disclosures go to
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.
...
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
For full disclosures go to
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.
#CapGroupGlobal
For full disclosures go to
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