Capital Ideas Podcast

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Bond talk: Which way interest rates?3 days

Capital Group fixed income manager John Queen discusses his outlook for the U.S. bond market as concerns about elevated inflation and rising debt levels spark a sell-off.

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Market leadership: U.S. vs international stocks2 weeks

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of U.S., international and emerging markets stocks. So far this year, emerging markets are winning, but can that continue? Lisa and Diana share their thoughts.

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The next wave of defense spending1 month

Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the $2.7 trillion defense industry. With ongoing wars in Ukraine and the Middle East, defense spending is on the rise amid a geopolitical realignment that may still be in its early stages. Zach and Caroline offer their views on the investment implications.

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