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Capital Ideas Podcast

Business & Economics Podcasts

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.

Location:

United States

Description:

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.

Language:

English


Episodes
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2025 Midyear Outlook

7/10/2025
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 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

Duration:00:45:43

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Exploring Latin America: Local knowledge key for Mexico - Part 1

7/8/2025
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 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://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

Duration:00:20:26

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Investing in South Asia's emerging markets: India’s embrace of free enterprise

7/3/2025
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 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

Duration:00:29:28

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Made in America: Can the U.S. rebuild its manufacturing might?

6/26/2025
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 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

Duration:00:15:48

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Unearthing gold among African bonds – Part 2

6/24/2025
In the second part of our look at African bonds, fixed income investment analyst Holger Siebrecht looks at the impact of commodities and focuses on the large South African market. #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/4bahmD0 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

Duration:00:13:00

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Decoding dividend investing: Lessons in resilience amid volatility

6/18/2025
Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades of navigating market volatility. She brings insights like “red flags” of company management teams, how she divides her investment portfolio into three buckets and the impact of the economic cycle on her investment approach. Hilda also shares how her love for learning and resilience amid tragedy shaped her worldview. Tune into this episode for more on how a long-term investor cuts through the noise. #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

Duration:00:29:14

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How emerging markets could win the trade war

6/12/2025
Capital Group portfolio manager Lisa Thompson, a veteran investor in international markets, shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from the rivalry between the U.S. and China. She also explains why she expects a new group of companies to lead markets in the coming years. #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

Duration:00:24:35

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Resilient markets: How frontier debt is weathering global volatility - Part 1

6/10/2025
Fixed income investment analyst Holger Siebrecht looks at African bonds and their role in the wider emerging market debt (EMD) universe. He discusses how the region is faring amid tariff-related volatility and what these bonds can bring to an EMD 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/4bahmD0 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

Duration:00:16:45

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Adventures in small-cap investing

6/5/2025
“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 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

Duration:00:28:42

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The U.S. loses its triple-A credit rating. What’s next?

5/29/2025
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 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

Duration:00:22:33

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Power shifts: The future of European utilities

5/27/2025
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 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/4bahmD0 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

Duration:00:10:44

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Building resilient portfolios in volatile markets

5/22/2025
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 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

Duration:00:33:16

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Is U.S. dollar dominance ending?

5/15/2025
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 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

Duration:00:21:36

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Fundamentals of investing: Embracing simplicity

5/8/2025
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 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

Duration:00:28:52

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Tariff impacts on global markets

5/1/2025
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 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

Duration:00:34:27

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Unlocking longevity: The future of health and aging

4/29/2025
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 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/4bahmD0 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

Duration:00:19:42

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How avalanche safety training applies to high-yield debt investing

4/24/2025
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 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

Duration:00:26:57

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Patience helps a veteran investor manage through crisis

4/17/2025
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 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

Duration:00:22:11

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Autos: an industry disrupted

4/15/2025
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 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/4bahmD0 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

Duration:00:20:17

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How the COVID pandemic may continue to shape society and investments

4/10/2025
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

Duration:00:32:05