European utilities: Unlocking growth in the grid revolution
Release Date: 01/20/2026
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You can’t model human behavior
Capital Ideas Podcast
Long-term investing success comes from experience, humility and learning across market cycles — not short-term forecasting. In this episode, equity analyst Cyana Chilton shares why disciplined, dispassionate thinking matters, especially in moments of stress. As she puts it, “You can’t model human behavior,” and understanding that reality helps her make better decisions for shareholders. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of...
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Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility and cyclicality. She also explains why she believes macroeconomic and political cycles matter more today in both emerging and developed markets. #CapGroupGlobal For full disclosures go to For our latest insights, practice management ideas and more, subscribe to Capital Ideas at . If you’re based outside of the U.S., visit for Capital Group insights. Watch our latest podcast,...
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Regulation dictates opportunity in US utilities
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info_outlineEquity investment analyst and portfolio manager Bobby Chada looks at the European utilities sector.
Bobby outlines what these companies can bring to a portfolio and why their traditional boring label is outdated as we enter a golden age of electrical grid building.
#CapGroupGlobal
This content is intended to highlight issues and be of a general nature. It should not be considered
advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and
may not be available for sale or purchase in all countries. All investments have risk, and you may lose
money. Past results are not a guarantee of future results. Statements attributed to an individual represent
the opinions of that individual as of the date published and do not necessarily reflect the opinions of
Capital Group or its affiliates.
For our latest insights, practice management ideas and more, subscribe to Capital Ideas at
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