Claim OwnershipCapital Ideas Australia Podcast
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Want to get smarter about investing? Then learn from the pros. The Capital Ideas Australia podcast brings you the best thinking from Capital Group, one of the world's leading investment firms. Prepare to be engaged, enlightened and entertained as we get to the crux of today's most compelling investment stories.
In Australia, this communication is issued by Capital Group Investment Management Limited (ACN 164 174 501 AFSL No. 443 118), a member of Capital Group, located at Suite 4201, Level 42, Gateway, 1 Macquarie Place, Sydney NSW 2000 Australia.
For professional investors only
In Australia, this communication is issued by Capital Group Investment Management Limited (ACN 164 174 501 AFSL No. 443 118), a member of Capital Group, located at Suite 4201, Level 42, Gateway, 1 Macquarie Place, Sydney NSW 2000 Australia.
For professional investors only
36 Episodes
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In this episode, Fixed Income Investment Director Haran Karunakaran and Analyst Franz Lathuillerie explore how Capital Group uncovers compelling investment opportunities within the fixed income universe. From deep company research to global credit insights, they reveal how a bottom-up approach and analyst-led investing drive long-term value for clients. 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.
In this episode, fixed income investment director Haran Karunakaran delves into the recent US Federal Reserve interest rate cut and the implications for fixed income markets. He examines the impact on both US and global markets and highlights the importance of duration in bond investments. Haran discusses how investors, especially in Australia, can navigate this evolving landscape, emphasizing the benefits of reallocating from term deposits to global fixed income to seize current opportunities and maintain a balanced portfolio. 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.
Evaluating troubled companies can uncover both risks and opportunities. In this episode, Capital Group analyst Todd Saligman and portfolio manager Steve Watson explain how they approach investing in companies during times of crisis. 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.
In this episode, Capital Group portfolio managers Rob Lovelace and Noriko Chen share their outlook on the global equity markets and where they see compelling investment opportunities. They also discuss the growing impact of tariffs on the world economy and how multinational companies are navigating increasingly choppy trade waters. 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.
In this episode, fixed income investment director Haran Karunakaran discusses the Reserve Bank of Australia's shift from potential rate cuts to possible hikes due to rising inflation. He also delves into global central bank policies, the US Federal Reserve's cautious approach to rate cuts, and investment strategies for high-quality bonds. Haran provides insights on constructing diversified portfolios and the importance of a long-term perspective amidst market volatility 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.
In this episode, equity investment director Matt Reynolds interviews Barbara Burtin, equity portfolio manager at Capital Group, to explore her journey in the finance industry and her investment philosophy. Barbara Burtin shares valuable insights into her investment strategies, emphasizing the importance of a disciplined, research-driven approach and the potential of long-term themes like health care and AI in the investment landscape. 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.
Credit markets have remained strong even as interest rates have seesawed amidst uncertainty around Federal Reserve policy. In this episode, Capital Group portfolio manager Damien McCann discusses the dynamics underpinning bond markets and the approach he takes to multisector income portfolios. 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.
It's increasingly apparent that China has moved into pole position to dominate EV production and battery technology. The country made a strong push into EV development around 2009 and now accounts for a large part of global EV production. In this episode, equity investment analyst, Jason Zhang discusses the current state and future prospects of China's electric vehicle (EV) industry, exploring whether China can maintain its leading position in the global EV market. With deep knowledge of the Asian automotive sector, Jason delves into the factors contributing to China's success and the challenges it may face in continuing its dominance. 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.
Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on the market for office space, and what this trend could mean for the U.S. economy. 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.
In this episode, we're talking about the near and long-term outlook for stocks and bonds. How are the markets coping with U.S. interest rates at a 23-year high? And what does it mean for your asset allocation approach? Helping us answer these questions are equity portfolio manager Will Robins, fixed income portfolio manager John Queen, and solutions portfolio manager Michelle Black, each of whom has over 20 years of experience as a professional investor at Capital Group. 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.
In this episode, Equity Investment Director Matt Reynolds engages with Jody Jonsson, Vice Chair of Capital Group and Portfolio Manager, covering three significant areas. Firstly, Jody shares her current perspectives on the markets and highlights areas that she's finding interesting. Secondly, as a US-based investor with a global outlook, Jody discusses the types of companies she actively seeks and highlights their long-term attributes. Finally, the discussion delves into the durable secular growth drivers that are poised to shape future results. 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 wars in Ukraine and the Middle East, simmering US-China tensions and a contentious US presidential campaign under way, it is understandable that investors may be anxious. Yet positive trends across technology, health care and other areas are transforming lives and driving opportunity for companies and patient investors. In this episode, Capital Group equity investment director, Matt Reynolds highlights five reasons to feel confident about 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.
With inflation falling and the US Federal Reserve (Fed) signalling an end to its historic tightening cycle, the landscape for bond investors is beginning to look much clearer. Even after a sharp rally in late 2023, yields still look more attractive than they have in a decade. In this interview with managing director Jorden Brown, Capital Group fixed income investment director Haran Karunakaran discusses the opportunities in fixed income markets and the role that bonds should have in a portfolio, particularly in the current economic environment. 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.
In the second of two episodes, Investment director Natalya Zeman speaks to India specialist Anirudha Dutta and equity analyst Himanshu Sharma. Recently returned from a research trip to India the trio provide notes from the fields and discuss how Capital Group's boots on the ground approach informs our investment decision making. 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.
In the first of two episodes, Investment director Natalya Zeman speaks to India specialist Anirudha Dutta and equity analyst Himanshu Sharma. Recently returned from a research trip to India the trio provide notes from the fields and discuss how Capital Group's boots on the ground approach informs our investment decision making. 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.
Heading into 2024, it is difficult to remember another time when the outlook was so uncertain. Recession or expansion? Inflation or deflation? Higher interest rates for longer or central banks preparing to pivot? The second of a two-part series features Mario Gonzalez Perez in conversation with Capital Group economist Robert Lind, fixed income investment director Flavio Carpenzano, and head of equity multi-asset and solutions business development, Katharine Dryer. Together, they outline their long-term perspective on markets and economies. 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.
Heading into 2024, it is difficult to remember another time when the outlook was so uncertain. Recession or expansion? Inflation or deflation? Higher interest rates for longer or central banks preparing to pivot? The first of a two-part series features Mario Gonzalez Perez in conversation with Capital Group economist Robert Lind, fixed income investment director Flavio Carpenzano, and head of equity multi-asset and solutions business development, Katharine Dryer. Together, they outline their long-term perspective on markets and economies. 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.
Reagan Anderson, Senior Vice President of Government and Regulatory Affairs in Capital Group's Washington, D.C. office, examines the issues and challenges that are likely to shape the 2024 U.S. presidential election. She also provides a glimpse into how Capital interacts with elected leaders on a wide variety of topics affecting the investment industry. 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. American Funds are not registered for sale outside of the United States.
Capital Group's John Emerson, a former U.S. ambassador to Germany, looks ahead to examine the leading candidates and contested issues in the 2024 U.S. presidential election. 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.
In this interview with equity investment director Matt Reynolds, Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, and the importance of avoiding emotional overreactions to stock markets. 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.
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