『Capital Ideas podcast』のカバーアート

Capital Ideas podcast

Capital Ideas podcast

著者: Capital Group
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures.© 2026 Capital Group. All rights reserved. 個人ファイナンス 経済学
エピソード
  • Investing after the Iran war ends
    2026/04/23

    Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more dangerous place. He also looks ahead to the end of the Iran war and what it could mean for the stock market, oil prices and global economic growth. #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.comfor 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





    To stay informed, follow us





    LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all





    YouTube: https://www.youtube.com/@CapitalGroup/videos





    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/





    About Capital Group



    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.





    Learn more: capitalgroup.com





    Join us: capitalgroup.com/about-us/careers.html





    Copyright ©2026 Capital Group

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    26 分
  • How a neuroscientist invests in biopharma
    2026/04/16

    Equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world. She brings a deep understanding of science to health care investing, using her research and drug development experience to help identify breakthrough drugs. And today, she's looking beyond biotechs in Boston and San Francisco and turning her attention to China as a growing source of innovation. #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 opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.



    This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.



    For more information, including our detailed disclosures, visit www.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://bit.ly/4aKcZ2c






    U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp






    To stay informed, follow us






    LinkedIn: https://bit.ly/4qQrPdH






    YouTube: https://bit.ly/3OJfg6m






    Follow Mike Gitlin: https://bit.ly/46onTta






    About Capital Group




    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.






    Learn more: capitalgroup.com






    Join us: capitalgroup.com/about-us/careers.html






    Copyright © 2026 Capital Group

    続きを読む 一部表示
    26 分
  • Beyond AI: Investing in the physical economy
    2026/04/09

    Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies, or companies outside of AI and big tech. She offers three catalysts that could sustain the rally, identifies areas where she is hunting for investment opportunity and explains why she believes we may be at the start of a physical economy renaissance. #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






    To stay informed, follow us






    LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all






    YouTube: https://www.youtube.com/@CapitalGroup/videos






    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/






    About Capital Group





    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.






    Learn more: capitalgroup.com






    Join us: capitalgroup.com/about-us/careers.html






    Copyright ©2026 Capital Group

    続きを読む 一部表示
    25 分
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