Capital Ideas Podcast

European industrials - innovation and tariff resilience explained

How GE Aerospace CEO Larry Culp turns problems into progress

Short-term bonds: A low-profile asset class shifts into high gear

India's strategic autonomy in global markets

Uncovering overlooked tech opportunities and the next layer of AI

U.S. versus non-US equities: Is the tide turning?

Learning to thrive in unpredictable markets

Investing through shifting global trade winds

Indian Insights: The domestic story – Part One

From summer associate to CIO: Martin Romo on Capital Group's signature investment approach

Tariffs and trade deals: Where do we go from here?

Building resilience: property and casualty insurance update

Cracking the Agg: How active fixed income can beat the benchmark

The age of robots

Health check for the pharmaceutical sector

From oil sands to OPEC: A disciplined approach to energy investing

Municipal bond investing amid rapid policy shifts

The changing face of media

From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation

CG + KKR: Unlocking private markets for everyday investors

Investing in AI for the long term: A tech investor's view

Finding the 'DeepSeek moments' across Asia

Asset allocation in uncertain times

Don't overlearn lessons: Staying nimble in turbulent markets

Is the trade war killing globalization?

Exploring Latin America: Seeking innovators in Brazil - Part 2

Innovation in Asia and Europe: Why now matters

2025 Midyear Outlook

Exploring Latin America: Local knowledge key for Mexico - Part 1

Investing in South Asia's emerging markets: India's embrace of free enterprise

Made in America: Can the U.S. rebuild its manufacturing might?

Unearthing gold among African bonds – Part 2

Decoding dividend investing: Lessons in resilience amid volatility

How emerging markets could win the trade war

Resilient markets: How frontier debt is weathering global volatility - Part 1

Adventures in small-cap investing

The U.S. loses its triple-A credit rating. What's next?

Power shifts: The future of European utilities

Building resilient portfolios in volatile markets

Is U.S. dollar dominance ending?

Fundamentals of investing: Embracing simplicity

Tariff impacts on global markets

Unlocking longevity: The future of health and aging

How avalanche safety training applies to high-yield debt investing

Patience helps a veteran investor manage through crisis

Autos: an industry disrupted

How the COVID pandemic may continue to shape society and investments

Long-term investing: The value of thinking differently

The outlook for European banks

Emerging markets investing: Four decades of wisdom