Who you become when you invest
Capital Ideas podcast
For Greg Miliotes, portfolio manager and Investment Group Oversight Chair, becoming an investor isn’t about what you’ll learn in a book or copying someone else’s style. It’s about curating your own playbook through a strong mental framework, long-term discipline and the conviction needed to navigate uncertainty. Greg demonstrates how the combination of experience, mistakes and repetition help investors develop a personal investment approach over time. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an...
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8 book recommendations for your summer reading list
Capital Ideas podcast
Looking for some great reading material on a hot summer day? We’ve got you covered. Here are eight compelling titles taken straight from the shelves of Capital Group portfolio managers, economists and others. #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, Conversations with Mike Gitlin, on YouTube: This content is published by Capital Client Group, Inc. U.K. investors can...
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Follow the research, not the crowd
Capital Ideas podcast
After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not “invent your own wheel.” Driving outcomes for clients starts with following deep research, then applying judgment over time. Hear practical takeaways from David’s tenured career, including: A firsthand look at the discipline, accountability and thoughtful decision-making process behind managing client assets Why long-term outcomes depend on adapting, staying disciplined and continuously reassessing The one piece of advice he's given to thousands of interview candidates...
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2026 Midyear Outlook
Capital Ideas podcast
Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs and fixed income portfolio manager Chitrang Purani explore what’s driving markets today, from AI to the outlook for inflation and interest rates. This episode is adapted from our June 25 webinar, 2026 Midyear Outlook. #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...
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How Chef Daniel Boulud scaled a restaurant empire with intention
Capital Ideas podcast
In a highly competitive industry, Chef Daniel Boulud has built an enduring brand defined by excellence over decades. From early days in the kitchen to leading a global restaurant group, he shares what it takes to scale with intention, balance tradition with innovation, and develop teams that sustain excellence over time. Also in this episode: AI’s impact on the restaurant industry - including a robotic kitchen Chef Daniel’s advice on choosing a mentor wisely How Chef Daniel #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It...
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Balancing act: Investing amid the AI boom and the Iran war
Capital Ideas podcast
Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced. #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, Conversations with Mike Gitlin, on YouTube: This...
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A hunting dog mindset to investing
Capital Ideas podcast
What does it take to stay ahead in a world of constant disruption? For Harold La, an equity portfolio manager, it’s not about predicting the future, it’s about putting yourself in a position to see change early, build conviction and stay with it over time. After nearly three decades investing across global emerging markets in Asia, including India and China, Harold shares an active approach built on getting beyond the screen — sourcing ideas firsthand, meeting companies on the ground and leaning into parts of the market others overlook. His philosophy centers on three principles: ...
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When will homes be affordable again?
Capital Ideas podcast
The U.S. economy looks resilient based on top-line growth, yet the housing market remains stuck in neutral. Portfolio manager Taylor Hinshaw discusses the disconnect and what it will take for the crucial housing sector, and its broader economic impact, to turn around. #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, Conversations with Mike Gitlin, on YouTube: This content is...
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How relentless focus sets Broadcom's CEO apart
Capital Ideas podcast
For Hock Tan, Broadcom’s CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership accountability at scale. This conversation breaks down that discipline in action, including: An acquisition framework Where real constraints exist in AI infrastructure Why you should build a skill set, not a career #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...
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Geopolitics and the U.S. midterms
Capital Ideas podcast
Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson share their views on geopolitical events, including the Iran war, and the outlook for the U.S. midterm elections. #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, Conversations with Mike Gitlin, on YouTube: This content is published by Capital Client Group, Inc. ...
info_outlineCapital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund®, discusses his outlook for the global equity markets in 2026 and beyond. Joined by special guest, investment director David Polak, the two offer their views on shifting global trade winds, the rise of international markets, and the origins of the New Geography of Investing. #CapGroupGlobal
For full disclosures go to capitalgroup.com/global-disclosures
For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.
Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi
This content is published by Capital Client Group, Inc.
U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html
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