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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How GE Aerospace CEO Larry Culp turns problems into progress
11/20/2025
How GE Aerospace CEO Larry Culp turns problems into progress
Larry Culp, Chairman and CEO of GE Aerospace, became the first outsider to lead GE in the company’s history. In this episode, he shares how a leadership approach rooted in humility and respect helped guide the company through transformation and build a culture focused on continuous improvement. Topics include: Why employees must feel comfortable sharing bad news with senior leadership Three lean leadership principles that support long-term financial health What his unannounced visits to manufacturing facilities reveal about the company's growth This episode offers a behind-the-scenes look at leadership, problem-solving, and the mindset that drives lasting results for clients and shareholders. #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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Short-term bonds: A low-profile asset class shifts into high gear
11/13/2025
Short-term bonds: A low-profile asset class shifts into high gear
Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand. He shares insights on Federal Reserve policy, bond markets and how active management can unlock opportunities. Key Topics: What’s driving investor interest in short-term bonds How Fed rate cuts are reshaping fixed income strategies Credit outlook and sector diversification Why active management matters in short-duration investing #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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India’s strategic autonomy in global markets
11/11/2025
India’s strategic autonomy in global markets
With volatility on the rise in global markets, investors are searching for stability. Some have their eyes on India and their longtime strategic autonomy to provide the predictability and resilience needed in the new trade order. Host Natalya Zeman and guest Anirudha Dutta break down the reforms, policies, and global positioning for India. Topics include: India's approach to trade and regulation The benefits of institutional continuity and reform Opportunities in supply chain reconfiguration and emerging sectors The impact of demographic trends and technology on long-term growth #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. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. 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., and copyrighted to Capital Group and affiliates, 2025, all rights reserved. For more information, including our detailed disclosures, visit 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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Uncovering overlooked tech opportunities and the next layer of AI
11/06/2025
Uncovering overlooked tech opportunities and the next layer of AI
Veteran tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector. This, coupled with his firsthand experience across Asia’s technology landscape, offers many lessons, including: How China’s tech companies have moved from imitation to global innovation Why the dot-come burst shaped his approach to risk and opportunity What surprises investors most about Asia’s tech sector – from super apps to electric vehicles From the evolution of business models to how the net phase of AI could impact revenue and costs, Sugi explains how deep industry knowledge and a long-term perspective can give investors an edge. #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: YouTube: 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: Copyright ©2025 Capital Group
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U.S. versus non-US equities: Is the tide turning?
10/30/2025
U.S. versus non-US equities: Is the tide turning?
So far in 2025, non-U.S. stocks are leading U.S. markets. Is this the start of a seismic change or another head fake? Portfolio managers Diana Wagner and Chris Thomsen explore what’s driving global markets and how investors can adapt. This episode is adapted from our September 25 webinar, “U.S. versus international equities: Is the tide turning?” Topics include: Why non-U.S. markets may be poised for a comeback Key macro and policy trends shaping global equity markets How U.S. markets are broadening beyond tech Portfolio allocation strategies for a changing investment landscape #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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Learning to thrive in unpredictable markets
10/23/2025
Learning to thrive in unpredictable markets
In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons: how to be comfortable with uncertainty, why patience and trust in management matter, and how optimism and discipline drive long-term investment success. In this episode, Lisa speaks with host Mike Gitlin about navigating unpredictable markets and finding value where others see risk. #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: 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: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group
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Investing through shifting global trade winds
10/16/2025
Investing through shifting global trade winds
Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade. With tariffs and other trade barriers rising in many the world’s largest economies, Higashi explains why he remains optimistic about the prospects for select multinational companies with the agility, resources and expertise to capitalize on this emerging new world order. #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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Indian Insights: The domestic story – Part One
10/14/2025
Indian Insights: The domestic story – Part One
Macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption. #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 . 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., and copyrighted to Capital Group and affiliates, 2025, all rights reserved. For more information, including our detailed disclosures, visit 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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From summer associate to CIO: Martin Romo on Capital Group’s signature investment approach
10/09/2025
From summer associate to CIO: Martin Romo on Capital Group’s signature investment approach
Martin Romo has spent more than 30 years at Capital Group — starting as a summer associate and now serving as chair and chief investment officer. In this conversation with Mike Gitlin, he shares lessons from his journey and explains the three pillars of The Capital System™: collaborative research, diverse perspectives and a long-term view. You’ll hear Martin’s take on: What many investors misunderstand about today’s markets Why he focuses on the “what” instead of the “when” The warning signs he looks for in the research process How Capital Group’s culture and history shape decisions A rare behind-the-scenes look at leadership, investing discipline and the mindset that drives long-term client outcomes. #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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Tariffs and trade deals: Where do we go from here?
10/02/2025
Tariffs and trade deals: Where do we go from here?
Sweeping changes in global trade are reshaping the world order, presenting new opportunities for investors while posing significant risks to the global economy. To shed some light on the unfolding events, Capital Group international policy advisor Tom Cooney shares his thoughts on the future of global trade, why tariffs are taking center stage, and whether a series of new trade deals are providing a template for the road ahead. #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 resilience: property and casualty insurance update
09/30/2025
Building resilience: property and casualty insurance update
Investment director Mandeep Saini looks at the world of property and casualty insurance. #CapGroupGlobal 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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Cracking the Agg: How active fixed income can beat the benchmark
09/25/2025
Cracking the Agg: How active fixed income can beat the benchmark
“Understanding what’s happening in the short term is very informative for taking a long-term view,” says fixed income portfolio manager Ritchie Tuazon. From his seat on Capital Group’s rates team, Ritchie shares with Mike Gitlin how his lineup of credit, duration and inflation instruments can help to beat the Bloomberg Agg.* He discusses the importance of conviction without hubris, the role of fixed income in diversified portfolios and how short-term signals can help inform long-term success. #CapGroupGlobal *U.S. Aggregate Bond Index, which represents the U.S. investment-grade bond market 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 age of robots
09/18/2025
The age of robots
Massive investments in robots are bringing technologies once considered science fiction into the real world. Equity analyst Mihir Mehta explores the convergence of robotics with artificial intelligence and explains why companies are investing heavily in automation and humanoid robots. He tackles big questions about the future of work and what this new age of robots could mean for society, businesses and the global 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, Capital Conversations, 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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Health check for the pharmaceutical sector
09/16/2025
Health check for the pharmaceutical sector
Equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this space.#CapGroupGlobal 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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From oil sands to OPEC: A disciplined approach to energy investing
09/10/2025
From oil sands to OPEC: A disciplined approach to energy investing
Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas. From boots-on-the-ground research in the Canadian oil sands to navigating geopolitical shocks and policy shifts, Andrea shares how she applies a process-driven, principles-based approach to the energy trilemma: balancing security, affordability, and sustainability. She also reflects on why she returned to Capital Group after a summer internship, how her investment approach has changed since transitioning from analyst to portfolio manager and how collaboration across asset classes leads to stronger investment decisions. #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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Municipal bond investing amid rapid policy shifts
09/04/2025
Municipal bond investing amid rapid policy shifts
Turbulence in the municipal bond market has created some interesting opportunities for investors. Capital Group portfolio manager Chad Rach shares his thoughts on the events driving muni bonds this year, including an unusually high volume of new issuance. Chad also covers the interest rate environment and highlights a recent site visit that changed his investment 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, Capital Converstaions, 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: Follow Mike Gitlin: Learn more: Join us: Copyright ©2025 Capital Group
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The changing face of media
09/02/2025
The changing face of media
Equity investment analyst Nathan Meyer looks at the changing face of media, from the dominance of streamers to the shift from computer game creators to platform companies. #CapGroupGlobal 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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From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation
08/28/2025
From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation
Welcome to “The Power of Advice.” In this limited series, we’ve lined up industry leaders, business innovators and entrepreneurs to share their journeys of building brands, reinventing careers and learning lessons. In our first episode, we hear from Larry Fitzgerald, 11-time Pro Bowl wide receiver for the Arizona Cardinals. Larry joins Mike Gitlin to tell how the experience of interning at a financial services firm one offseason led to the founding of Larry Fitzgerald Enterprises, which has since notched over 200 investments. He discusses why he prefers early-stage investing and shares the advice he gives young people — including his own sons — about embracing discomfort as a path to growth. #CapGroupGlobal For full disclosures, go to capitalgroup.com/global-disclosures. 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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CG + KKR: Unlocking private markets for everyday investors
08/21/2025
CG + KKR: Unlocking private markets for everyday investors
It started with an impromptu phone call and has evolved into a thoughtful, prudent approach to bring private markets within reach for more investors. Hear Capital Group CEO Mike Gitlin and KKR co-CEO Scott Nuttall discuss partnership, the importance of aligned corporate cultures and share perspectives on pursuing better outcomes for investors. #CapGroupGlobal Capital Group and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors. 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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Investing in AI for the long term: A tech investor’s view
08/14/2025
Investing in AI for the long term: A tech investor’s view
As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who got her start as a tech investor after the dot-com bubble, brings her global perspective to Capital Group to help discern which companies may thrive in the AI revolution – and which may get left behind. She sits down with Mike Gitlin to discuss the challenge facing companies in the AI race, how her international upbringing and optimistic nature teach her to be bold and tune out noise, and how she found a home at Capital Group thanks to its embrace of long-term investing. Tune in to hear where a seasoned tech investor is seeing the most 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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Finding the ‘DeepSeek moments’ across Asia
08/12/2025
Finding the ‘DeepSeek moments’ across Asia
Equity investment analysts Celia Huey outlines current investment opportunities in China, innovation in the technology and healthcare sectors and the benefits of local fundamental research. #CapGroupGlobal 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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Asset allocation in uncertain times
08/07/2025
Asset allocation in uncertain times
What does a balanced portfolio look like when the economic outlook is uncertain and markets are near all-time highs? Capital Group portfolio managers Paul Benjamin and Hilda Applbaum share allocation strategies for today’s complex world. They cover stocks and bonds and advantages of a hybrid approach. Hilda offers insights on dividends and investment prospects among fallen angels, while Paul's extensive experience in the technology sector informs his investment approach. This podcast features excerpts from our July 31 webinar, “Asset allocation in uncertain times.” #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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Don’t overlearn lessons: Staying nimble in turbulent markets
07/31/2025
Don’t overlearn lessons: Staying nimble in turbulent markets
“When the thesis changes, you have to change with it,” says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup to the global financial crisis to scenario planning throughout the pandemic, Julian has honed the skill of doing his own research to gain an edge and stay ahead of change by embracing it. He sits down with Mike Gitlin to discuss how he gains conviction, where he sees potential “oaks” among small-cap “acorns,” and how his brief foray into life as an academic economist influences his approach to risk management. Tune in to hear the evolution of an independent thinker. #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 the trade war killing globalization?
07/24/2025
Is the trade war killing globalization?
The U.S.-led trade war may change globalization in a profound way, but it won’t kill it, says Capital Group portfolio manager Steve Watson, a global equity investor with 37 years of experience. “Globalization isn’t dead,” he insists. Listen in to hear his reasons why. #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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Exploring Latin America: Seeking innovators in Brazil - Part 2
07/23/2025
Exploring Latin America: Seeking innovators in Brazil - Part 2
In the second part of our focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil. She outlines how the market is less tied to US trade than others in the region and how she identifies the country’s disruptive innovators. #CapGroupGlobal 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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Innovation in Asia and Europe: Why now matters
07/17/2025
Innovation in Asia and Europe: Why now matters
Invest in what you know, or in what could be? Equity portfolio manager Noriko Chen has done both over her 26 years with Capital Group. From her first investment in ice cream to her background covering Asian infrastructure, Noriko tells Mike Gitlin how she identifies long-term industry shifts like automation and energy demand. She also discusses mentoring women to take risks, and how “reverse mentoring” from younger analysts helps keep her sharp. Join for a global investor’s perspective on China, the case for growth in European banks, 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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2025 Midyear Outlook
07/10/2025
2025 Midyear Outlook
Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets at the midpoint of 2025. How are tariffs, trade wars and actual wars affecting the outlook for the global economy? Is stock market volatility presenting opportunities for long-term investors? Can bonds help to balance equity risk in your portfolio? 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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Exploring Latin America: Local knowledge key for Mexico - Part 1
07/08/2025
Exploring Latin America: Local knowledge key for Mexico - Part 1
In the first part of our look at Latin America, equity investment analyst Ana Reynal looks at the current outlook for Mexico. Ana, who grew up in Mexico, explains the benefits of local knowledge when investing in this part of the world. #CapGroupGlobal 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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Investing in South Asia's emerging markets: India’s embrace of free enterprise
07/03/2025
Investing in South Asia's emerging markets: India’s embrace of free enterprise
Samir Parekh has seen a lot in his 24 years of investing, most prominently India’s shift towards wealth creation and zeal for entrepreneurship. Samir sits down with Mike Gitlin to talk about what that shift looks like on the ground, and how political changes and demographics are serving as tailwinds. Samir discusses his comfort with volatility, his interest in family-owned companies and how he factors currency into global investing. He also shares his optimism about European banks and Japan’s laser focus on creating shareholder value. If you’re interested in taking a deeper dive into the investment opportunity in South Asia as an emerging market, or just share Samir's love of cricket, 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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Made in America: Can the U.S. rebuild its manufacturing might?
06/26/2025
Made in America: Can the U.S. rebuild its manufacturing might?
Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States. He outlines four scenarios for boosting domestic manufacturing and explains how each could impact the economy and job growth. He also identifies industries that could benefit from U.S. reindustrialization policy. #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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