Capital Ideas Australia Podcast

• 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.

  --------  

  20:14

  --------

  20:14
• 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.

  --------  

  15:46

  --------

  15:46
• 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.

  --------  

  26:13

  --------

  26:13
• 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.

  --------  

  33:02

  --------

  33:02
• 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.

  --------  

  15:57

  --------

  15:57

More Business podcasts

Trending Business podcasts

About Capital Ideas Australia Podcast

Capital Ideas Australia Podcast: Podcasts in Family