Podcasts

cpg_podcastimga PODCAST

Capital Group | The trouble with unsustainable debt

Capital Group fixed income analysts Doug Kletter, Jason Davis and Arjun Madan take a deep dive into rising government debt in a panel discussion hosted by investment director Ed Harrold.

Capital Group 16th Dec 2025

cpg_analystvw030425 PODCAST

Capital Group | The rise and rise of Chinese automakers

China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market, looking at current factors shaping this sector and giving insights from his hundreds of...

Capital Group 16th Dec 2025

cgp_capconv100625 PODCAST

Capital Group | Running a tight, high-conviction portfolio in a noisy market

19-year veteran of Capital Group Emme Kozloff joins host Mike Gitlin to discuss the art of filtering information, the value of mental flexibility, and the discipline required to invest with convict...

Capital Group 16th Dec 2025

bg_private021225 PODCAST

Baillie Gifford | Private companies: from Anthropic to Zetwerk – and other new investments

Why Baillie Gifford invested in the AI lab and supply chain specialist, among other companies operating in private markets.

Baillie Gifford 2nd Dec 2025

fil_us021225 PODCAST

Fidelity International | Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

Portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes wrong.

Fidelity International 2nd Dec 2025

cpg_podcastimga PODCAST

Capital Group | Private markets and macro outlook

Capital Group portfolio manager John Queen and KKR’s chief investment strategist for global wealth Paula Campbell Roberts offer their views on the US macroeconomic outlook, including the heal...

Capital Group 2nd Dec 2025

cpg_analystvw030425 PODCAST

Capital Group | European industrials – innovation and tariff resilience explained

Capital Group’s Sebastian Siersted outlines why he feels European industrials businesses have an innovation headstart on peers around the world and are well insulated against any future tarif...

Capital Group 2nd Dec 2025

cpg_podcastimga PODCAST

Capital Group | How GE Aerospace CEO Larry Culp turns problems into progress

Larry Culp, Chairman and CEO of GE Aerospace, shares how a leadership approach rooted in humility and respect helped guide the company through transformation and build a culture focused on continuo...

Capital Group 2nd Dec 2025

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