Capital Ideas Investing Podcast

Capital Group

  • 26 minutes 23 seconds
    The new reality of investing in 2024

    Capital Group portfolio managers Jody Jonsson and Chris Buchbinder highlight investment opportunities in the U.S. and the world. They discuss artificial intelligence, tech’s dividend strategy and the rise of Japan. This podcast features excerpts from our April 25 webinar, “U.S. and global equity opportunities.” #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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S.

     

    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 ©2024 Capital Group

    16 May 2024, 4:01 am
  • 29 minutes 50 seconds
    Conversations with Mike Gitlin: Featuring Alan Wilson

    Capital Group CEO Mike Gitlin interviews Alan Wilson, an equity portfolio manager with 33 years of investment industry experience. Alan shares stories about his early days at Capital, what he learned from the success of Apple’s Steve Jobs, and why he keeps a framed picture of zebras in his office. #CapGroupGlobal

    For full disclosures go to  capitalgroup.com/global-disclosures

    For 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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.

    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 ©2024 Capital Group

    9 May 2024, 4:01 am
  • 29 minutes 1 second
    Megatrends to watch over the next decade or more

    Capital Group portfolio managers Mark Casey and Peter Eliot shine a spotlight on several far-reaching investment trends, including remarkable advances in artificial intelligence, the rapid growth of cloud computing, and the rising popularity of weight-loss drugs. This podcast features excerpts from our March 21 webinar, “The Long View: Megatrends to watch.” #CapGroupGlobal

    Related material  Webinar: The Long View: Megatrends to watch

    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 Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.

    U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

    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

    To stay informed, follow us on

    LinkedIn: https://bit.ly/42uSYbm

    YouTube: https://bit.ly/4bahmD0

    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

    Copyright ©2024 Capital Group

     

    2 May 2024, 4:01 am
  • 23 minutes 52 seconds
    What’s the state of the states?

    As pandemic-era stimulus dries up, municipal bond investors must weigh how fundamentals of state and local governments will cope. Capital Group fixed income portfolio manager Lee Chu discusses how she finds value in this space amid this shifting dynamic, potential impacts of the coming election and broader economic uncertainty. #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

    For full disclosures go to capitalgroup.com/global-disclosures.

    This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S.

    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 ©2024 Capital Group

     

    25 April 2024, 4:01 am
  • 28 minutes 38 seconds
    Conversations with Mike Gitlin: Featuring Jessica Spaly

    Capital Group CEO Mike Gitlin interviews Jessica Spaly, an equity portfolio manager based in our San Francisco office. A former retail industry analyst, Jessica discusses why she was drawn to Amazon in the early days of the e-commerce revolution and how her teenage daughters help her assess cutting-edge retail trends today. #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 For full disclosures go to capitalgroup.com/global-disclosures This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S. 

    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 ©2024 Capital Group

    18 April 2024, 4:01 am
  • 21 minutes 6 seconds
    Can the U.S. economy survive higher interest rates?

    Capital Group portfolio managers Will Robbins, John Queen and Michelle Black share their views on the stock and bond markets, including the impact of U.S. interest rates that are currently at a 23-year high. This podcast features excerpts from our February 29 webinar, “Asset allocation for 2024.” #CapGroupGlobal

    Related material

    Webinar: Asset allocation for 2024

     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 

    For full disclosures go to capitalgroup.com/global-disclosures

     

    This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.

     

    U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

     

    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

    To stay informed follow us onLinkedIn: https://bit.ly/42uSYbm

    YouTube: https://bit.ly/4bahmD0

    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

    Copyright ©2024 Capital Group

    17 April 2024, 2:22 pm
  • 30 minutes 47 seconds
    Mastering the obvious for investment success

    Capital Group portfolio manager Reed Lowenstein shares how active listening and getting the basic details right has helped him build a successful investing career. He explains the importance of holding onto strong convictions lightly and how judgments of corporate leaders help shape his investment decisions.

    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

    For full disclosures go to capitalgroup.com/global-disclosures.

    This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S. 

    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 ©2024 Capital Group

    11 April 2024, 6:12 pm
  • 30 minutes 41 seconds
    Conversations with Mike Gitlin: Featuring Carl Kawaja

    Capital Group CEO Mike Gitlin interviews Carl Kawaja, equity portfolio manager and chair of Capital Research and Management Company. Carl shares his thoughts about growing up on a Caribbean island, why he thinks humor is important to making good investment decisions, and how the rise of new weight loss drugs is affecting companies inside and outside the health care industry. #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 vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

     

    For full disclosures go to capitalgroup.com/global-disclosures.

     

    This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.

     

    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 ©2024 Capital Group

    28 March 2024, 4:01 am
  • 25 minutes 38 seconds
    Will commercial real estate sink the U.S. economy?

    Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on the market for office space, and what this trend could mean for the U.S. economy. #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 vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

    For full disclosures go to capitalgroup.com/global-disclosures.

    Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S.

    U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

    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

    To stay informed follow us

    LinkedIn: https://bit.ly/42uSYbm

    YouTube: https://bit.ly/4bahmD0

    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

    Copyright ©2024 Capital Group

    21 March 2024, 4:48 pm
  • 36 minutes 34 seconds
    The American energy juggernaut

    Capital Group portfolio manager Paul Benjamin shares his optimistic outlook for the American energy sector, why he thinks oil prices are headed a lot higher, and how an industry that is "starved for capital" can thrive in the years ahead. #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 vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

     

    For full disclosures go to capitalgroup.com/global-disclosures.

     

    Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S.

     

    U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

     

    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

    To stay informed follow us on

    LinkedIn: https://bit.ly/42uSYbm

    YouTube: https://bit.ly/4bahmD0

    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

    Copyright ©2024 Capital Group

    14 March 2024, 6:05 am
  • 19 minutes 54 seconds
    Why women make great investors

    In this episode, you’ll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industry. Each has invested through crises and learned from their successes and failures. You’ll hear about the qualities of an effective management team, how important mentors are, and why women make great investors. #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.

     

    For full disclosures go to capitalgroup.com/global-disclosures.

     

    Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist

       

    Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S.

     

    U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq

     

    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

    To stay informed follow us

    LinkedIn: https://bit.ly/42uSYbm

    YouTube: https://bit.ly/4bahmD0

    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/

    Copyright ©2024 Capital Group

    7 March 2024, 5:11 pm
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