Capital Ideas Investing Podcast

Global investing has experienced a subtle but defining shift in recent years, and Capital Group portfolio manager Rob Lovelace has been watching it like a hawk. This “new geography” has given rise to what he calls a new breed of company — one whose business model is probably more resilient as our global trade infrastructure changes. In this episode, Rob explains how these dynamics have shaped his approach to investing and shares formative stories from his 31-year career. Listen and learn: The New Geography of Investing® — what it is and what it means for investors Is globalization an endangered species? The secrets legendary Mexican investor Carlos Slim keeps in his little notebook Your host, Matt Miller, is policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc.  Do you have any topics for Capital Ideas? Please contact our editorial team

Struggling to make sense of the investment landscape in the year ahead? Between the murky U.S. interest rate picture and political upheaval in the U.S. and other parts of the world, investors may be tempted to take a wait-and-see approach. Here to lend some clarity are Capital Group portfolio managers Tim Armour and Jody Jonsson, who explain key global issues for 2017 and share opportunities they are finding around the world. Listen and learn: Why things may be looking up for U.S. corporate earnings this year How we're finding select opportunities in Europe despite some stiff headwinds Whether mixed results among the emerging markets have changed our long-term outlook for the group as a whole Your host, Matt Miller, is policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. This content is published by Capital Client Group, Inc.  Do you have any topics for Capital Ideas? Please contact our ed