Capital Ideas Australia Podcast

Hosted by Capital Group

Business Investing

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Jun 2025

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About the show

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

Listen to episodes

36 recent

June 1, 202520 min

Uncovering value in the fixed income universe

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.

November 4, 202415 min

The Fed begins cutting rates. What's next for fixed income markets?

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.

October 1, 202426 min

Risky business: Investing in troubled companies

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.

August 13, 202433 min

The future of global equities

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.

July 18, 202415 min

Are rate cuts coming this year? And does it really matter?

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.

June 28, 202415 min

Navigating the AI landscape and Health care innovations

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.

June 21, 202422 min

Bond talk: Can credit markets continue to run strong?

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.

May 30, 202419 min

Can China continue its EV dominance?

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.

May 15, 202416 min

Will commercial real estate sink the U.S. economy?

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.

April 15, 202421 min

Can the U.S. economy survive higher interest rates?

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.