Capital Ideas Podcast
Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world’s largest investment management organizations. Each week we’ll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures.
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Adventures in small-cap investing
06/05/2025
Adventures in small-cap investing
“Being an analyst is the best job in the world,” says Greg Wendt, who happens to be the longest-serving analyst in Capital Group history. Wendt, who is about to wrap up a 37-year career, shares tales from his time venturing into the wild world of small-cap stocks, leveraging his college job at a department store into an interview with Sam Walton, legendary founder of Walmart, and helping launch Capital Group’s first-ever small-cap strategy. He explains how on-the-ground research can reveal a company’s competitive edge, and how business leaders can win with passion and a focus on the details. For those needing a reminder of how investing can be fun as well as fruitful, this episode is for you. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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The U.S. loses its triple-A credit rating. What’s next?
05/29/2025
The U.S. loses its triple-A credit rating. What’s next?
The United States lost its triple-A credit rating last month from Moody’s, the last of the major rating agencies to give U.S. sovereign debt its highest assessment. What does it mean for interest rates, the U.S. economy and your investment portfolio? Capital Group economist Darrell Spence shares his view. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Power shifts: The future of European utilities
05/27/2025
Power shifts: The future of European utilities
The ongoing energy transition has fundamentally changed the utilities industry. Fixed income investment analyst Barbora Matouskova looks at the shifting backdrop for European utilities and potential opportunities for bond investors. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Building resilient portfolios in volatile markets
05/22/2025
Building resilient portfolios in volatile markets
Recent stock market volatility underscores the importance of diversification. Equity portfolio manager Diana Wagner shares with Mike Gitlin that such volatility can also unearth investment opportunities. She seeks durable companies that can perform well throughout an economic cycle, emphasizing pattern recognition, turnaround companies and the importance of culture. If you’re interested in potential long-term investment ideas beyond artificial intelligence, this episode is for you. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Is U.S. dollar dominance ending?
05/15/2025
Is U.S. dollar dominance ending?
After a decade of dominance, the U.S. dollar has fallen sharply in the first few months of 2025. As tariffs and geopolitical disputes upend the global economic outlook, could this be the end of one of the longest dollar rallies in U.S. history? Capital Group currency analyst Jens Sondergaard offers his view. #CapGroupGlobal For full disclosures go to 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: This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Fundamentals of investing: Embracing simplicity
05/08/2025
Fundamentals of investing: Embracing simplicity
In an era when too much information arrives at breakneck speed, simplicity has value. That’s one lesson Andrew Suzman, equity portfolio manager and chair of Capital Research and Management Company, shares from a more than 30-year career as he sits down with Mike Gitlin for a discussion on the fundamentals of investing. Suzman explains how country of domicile may be obscuring the potential of great companies, how investors ignore valuation at their peril and why he still brings a calculator to meetings with management. If you’re looking for ways to recognize value in the present rather than some far-off future, this episode is for you. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Tariff impacts on global markets
05/01/2025
Tariff impacts on global markets
Capital Group portfolio managers Jody Jonsson and Chit Purani discuss their views on the equity and fixed income markets amid rising tariffs and escalating trade disputes around the world. Will tariff-related volatility continue to roil the markets? Tune in to hear their thoughts. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Unlocking longevity: The future of health and aging
04/29/2025
Unlocking longevity: The future of health and aging
Equity investment analyst Rich Wolf looks at how increased life expectancy is reshaping healthcare and investment strategies, highlighting advancements in healthcare, the impact of aging, and promising areas in medical technology. #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 capitalgroup.com 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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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How avalanche safety training applies to high-yield debt investing
04/24/2025
How avalanche safety training applies to high-yield debt investing
High-yield bonds are showing strong income potential. Bond manager David Daigle discusses how these bonds have evolved from the 1980s’ debt-fueled buyouts depicted in the movie Wall Street. In a conversation with Mike Gitlin, he compares high-yield debt investing to avalanche safety training and shares which investors may benefit from exposure to high-yield bonds. David also relays how investing in companies that ended in bankruptcy shapes his view on risk. If you’re interested in income-seeking investment ideas for your portfolio, this episode is for you. #CapGroupGlobal For full disclosures go to 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 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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Patience helps a veteran investor manage through crisis
04/17/2025
Patience helps a veteran investor manage through crisis
Veteran equity portfolio manager Chris Buchbinder explains the importance of patience in periods of market volatility and economic upheaval. He draws parallels between past crisis events and today’s brewing global trade war, and talks about where he is finding long-term investment opportunity. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Autos: an industry disrupted
04/15/2025
Autos: an industry disrupted
With the traditional autos sector in the midst of huge disruption, fixed income analyst Danny Jacobs looks at the challenges and opportunities in this part of the bond market. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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How the COVID pandemic may continue to shape society and investments
04/10/2025
How the COVID pandemic may continue to shape society and investments
The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real estate and health care to labor market dynamics. Within health care, Cheryl discusses how regulatory changes could impact the industry significantly given the government’s role as the largest payer. She also shares insights from her widely read research paper, “The Girlfriends’ Guide to Stocks,” which compares investing to dating and highlights elements of a healthy long-term relationship. If you’re interested in learning about navigating crises and finding long-term investment opportunities, this episode is for you. #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 To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group
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Long-term investing: The value of thinking differently
04/03/2025
Long-term investing: The value of thinking differently
Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide. From his time mowing lawns to serving as a ball boy for the Kansas Jayhawks, Matt brings a Midwest mindset to stock picking, and explains why this latest bout of U.S. market volatility underscores the importance of a diverse portfolio. #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://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group
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The outlook for European banks
04/01/2025
The outlook for European banks
Fixed income investment analyst Etrit Vllasalija looks at investment opportunities within the European banking sector, focusing on differences between US and European banks and the impact of recent regulatory changes. #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://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us: LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group
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Emerging markets investing: Four decades of wisdom
03/27/2025
Emerging markets investing: Four decades of wisdom
Capital Group’s Mike Gitlin interviews pioneering emerging markets investor Victor Kohn as he retires after four decades in the business. Kohn, who helped manage the world's first emerging markets equity fund launched in 1986, discusses how the global investment landscape has changed, his early days as an analyst covering South America, and why he continues to hold a positive outlook on China — the world’s largest emerging market economy. #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 view a glossary of technical terms here: To stay informed, follow us: LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Are tariffs a threat to the U.S. economy?
03/20/2025
Are tariffs a threat to the U.S. economy?
As tariff talk roils the financial markets, Capital Group economist Jared Franz and investment director David Polak discuss how protectionist trade policies could affect the outlook for the U.S. economy. Will rising policy uncertainty trip up an otherwise healthy economic environment? Tune in to hear their views. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Cutting through the AI hype
03/18/2025
Cutting through the AI hype
Cutting through the AI market noise, equity investment analyst Julien Gaertner discusses how fundamental research and in-depth analysis can help identify significant technological shifts and highlight areas they believe are set to benefit from these transformational changes. #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://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us: LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group
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Thinking outside the U.S. box: Emerging markets opportunities
03/13/2025
Thinking outside the U.S. box: Emerging markets opportunities
Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about how emerging markets have evolved to include world-class financial technology and social media businesses. He highlights how some of his very best opportunities have been his most controversial. Brad also describes how a retweet of one of his articles by Narendra Modi, the Prime Minister of India, brought attention to Capital Group’s views on the subcontinent. If you want to learn more about investing in a global economy and how taking risks in your personal and professional life can lead to opportunities, this episode is for you. #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 view a glossary of technical terms here: To stay informed, follow us: LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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How 5 women investors thrive in a competitive industry
03/06/2025
How 5 women investors thrive in a competitive industry
Want to learn how some of the best women investors thrive in a competitive industry? In this episode, you’ll hear from five portfolio managers with a combined 155 years of investment industry experience. You’ll hear about habits that help them succeed, why culture matters and finding opportunities during market crises. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Charting the course for tomorrow’s cruiseliners
03/04/2025
Charting the course for tomorrow’s cruiseliners
The cruise industry has seen a significant rebound in passenger volumes, surpassing pre-pandemic levels in many regions. Equity analyst Todd Saligman discusses some of the key trends and developments shaping the future of the industry. #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://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us: LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group
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Research to runway: Investing in disruptive business models
02/27/2025
Research to runway: Investing in disruptive business models
How can investors identify disruptive business models that can maintain growth? For Lara Pellini, it involves a travel-intensive, hands-on approach to evaluating companies. Listen in as Mike Gitlin interviews this London-based portfolio manager about everything from fashion trends to food delivery, and why she believes successful investing involves much more than just reading annual reports and quarterly financial statements. #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 view a glossary of technical terms here: To stay informed, follow us: LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Artificial intelligence is transforming the American heartland
02/20/2025
Artificial intelligence is transforming the American heartland
Dane Mott, a Capital accounting analyst, shares his experiences and insights from a trip he recently led to Columbus, Ohio for an up close view of how artificial intelligence is transforming the American heartland. Dane, an Ohio native, describes the vast transformation he has seen in the area, which is home to more than 40 data centers. He also shares some insights from research on differences between U.S. corporate titans and the rest of the economy. Tune in to hear Dane’s perspective. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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How to approach rainy-day investing in record-high markets
02/13/2025
How to approach rainy-day investing in record-high markets
When stock markets continuously reach new highs, investors might be tempted to throw caution to the wind — or conversely, stay on the sidelines. In this episode, equity portfolio manager Will Robbins talks with Mike Gitlin about potential market downturns and how a disciplined investment approach has helped him prepare for moments of crisis. He also gives his views on artificial intelligence and where he’s finding opportunities in slowing industries. If you’re interested in investment styles that focus on downside protection, even when times are good, this episode is for you. #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 view a glossary of technical terms here: To stay informed, follow us: LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Risk management: Investing amid uncertainty
02/06/2025
Risk management: Investing amid uncertainty
Wesley Phoa, a portfolio manager overseeing the American Funds Target Date Retirement Series® and other portfolio solutions, discusses his thoughts on investing at a time of heightened uncertainty. With trade wars and actual wars raging around the world, how should investors think about risk management when it’s difficult to know how these types of events will play out? Tune in to hear Wesley’s view. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Chicago bull: Talking markets (and basketball) with Martin Jacobs
01/30/2025
Chicago bull: Talking markets (and basketball) with Martin Jacobs
There are many stock pickers in the asset management industry, but can they also take on basketball legend Michael Jordan in a pick-up game? Tune in to hear Capital Group portfolio manager Martin Jacobs share that story with Mike Gitlin. Martin also reveals the key elements of his investment style, including concentrated portfolios and close scrutiny of company management. #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 view a glossary of technical terms here: To stay informed, follow us: LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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2025 and beyond: Key industry and market trends
01/23/2025
2025 and beyond: Key industry and market trends
Capital Group chief executive officer Mike Gitlin and vice chair Jody Jonsson share their outlook for the markets, the economy and key industry trends — from the rise of artificial intelligence, to rapid advancements in health care, to the relative attractiveness of bonds as the Federal Reserve cuts interest rates. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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New York to Tokyo: Investing insights from a global nomad
01/16/2025
New York to Tokyo: Investing insights from a global nomad
How does the curiosity that inspires a global nomadic lifestyle also influence investing insights? Capital Group equity portfolio manager Gerald Du Manoir talks with Mike Gitlin about international trends shaping the market and why companies need to constantly reinvent themselves. Gerald shares his views on demographic trends, what high interest rates could mean for companies and why a signed Pelé ball sits on his shelf. If you want insights on long-term investing and international markets, this episode is for you. #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 view a glossary of technical terms here: To stay informed, follow us: LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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2025 Outlook
01/02/2025
2025 Outlook
Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Where are the most compelling opportunities in stocks and bonds? What’s the likely path of inflation and interest rates? How will the incoming Trump administration impact the global economy? We’ll tackle those questions and more. #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2025 Capital Group
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Soaring with Capital Group Vice Chair Jody Jonsson
12/26/2024
Soaring with Capital Group Vice Chair Jody Jonsson
What does a portfolio manager have in common with a pilot? Tune in to hear Capital Group Vice Chair Jody Jonsson, who is both, discuss her adventures in the sky and in the markets with our CEO Mike Gitlin. Listen as Jody explains how earning her pilot’s license helped her evaluate aerospace companies, among other compelling investment opportunities. #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 view a glossary of technical terms here: To stay informed, follow us: LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2024 Capital Group
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Is 'The New Geography of Investing' still new?
12/19/2024
Is 'The New Geography of Investing' still new?
Capital Group portfolio manager Rob Lovelace and investment director David Polak discuss "The New Geography of Investing," an approach to evaluating companies based on where they do business rather than where they are headquartered. Roughly a decade after Capital highlighted this concept in a white paper, is it still new? Is it still relevant to the global equity markets? And how will it fare in a world where globalization appears to be in retreat? #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 view a glossary of technical terms here: To stay informed, follow us LinkedIn: YouTube: Follow Mike Gitlin: About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: Join us: Copyright ©2024 Capital Group
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