Capital Ideas Investing Podcast

Capital Group

  • 34 minutes 50 seconds
    New York to Tokyo: Investing insights from a global nomad

    How does the curiosity that inspires a global nomadic lifestyle also influence investing insights? Capital Group equity portfolio manager Gerald Du Manoir talks with Mike Gitlin about international trends shaping the market and why companies need to constantly reinvent themselves. Gerald shares his views on demographic trends, what high interest rates could mean for companies and why a signed Pelé ball sits on his shelf. If you want insights on long-term investing and international markets, this episode is for you. #CapGroupGlobal

     

    For full disclosures go to 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 ©2024 Capital Group

    16 January 2025, 5:01 am
  • 22 minutes 5 seconds
    2025 Outlook

    Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Where are the most compelling opportunities in stocks and bonds? What’s the likely path of inflation and interest rates? How will the incoming Trump administration impact the global economy? We’ll tackle those questions and more. #CapGroupGlobal

     

     

     

    For full disclosures go to 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

    2 January 2025, 7:51 am
  • 34 minutes 20 seconds
    Soaring with Capital Group Vice Chair Jody Jonsson

    What does a portfolio manager have in common with a pilot? Tune in to hear Capital Group Vice Chair Jody Jonsson, who is both, discuss her adventures in the sky and in the markets with our CEO Mike Gitlin. Listen as Jody explains how earning her pilot’s license helped her evaluate aerospace companies, among other compelling investment opportunities. #CapGroupGlobal

     

    For full disclosures go to 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 ©2024 Capital Group

    26 December 2024, 3:00 pm
  • 29 minutes 4 seconds
    Is 'The New Geography of Investing' still new?

    Capital Group portfolio manager Rob Lovelace and investment director David Polak discuss "The New Geography of Investing," an approach to evaluating companies based on where they do business rather than where they are headquartered. Roughly a decade after Capital highlighted this concept in a white paper, is it still new? Is it still relevant to the global equity markets? And how will it fare in a world where globalization appears to be in retreat? #CapGroupGlobal

     

      

     

    For full disclosures go to 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 ©2024 Capital Group

    19 December 2024, 5:01 am
  • 27 minutes 39 seconds
    AI spending spree: Where’s the payoff?

    Portfolio manager Mark Casey, equity investment analyst Mihir Mehta and economist Jared Franz break down key AI developments and how the next phase of AI could unfold. They discuss autonomous vehicles, the AI stack and a potential AI winter. This podcast features excerpts from our October 24 webinar, "AI spending spree: Where’s the payoff and what’s next?" #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 ©2024 Capital Group

    12 December 2024, 5:01 am
  • 31 minutes 43 seconds
    Bond talk: When income is what you seek

    When it comes to investing in bonds for income, what’s the best combination? Damien McCann, a fixed income portfolio manager at Capital Group, talks with Mike Gitlin about how he approaches investing across corporate investment-grade and high-yield bonds, emerging markets debt and securitized credit. Damien also shares his unconventional path to working at Capital Group. If you want more insights on differentiated multi-sector investing and how our bond managers navigate risky environments, 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://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 ©2024 Capital Group

    5 December 2024, 5:01 am
  • 21 minutes 57 seconds
    Travel revival: Investment opportunities by land, sea and air

    From artificial intelligence to an industrials boom, Capital Group portfolio manager Greg Miliotes talks about risks and opportunities he sees over the next three to five years. In this episode, Greg breaks down his framework for investing during times of volatility, why experiential travel could be the next big trend and how his role as a former analyst shapes his investment style. #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 ©2024 Capital Group

    28 November 2024, 5:01 am
  • 53 minutes 33 seconds
    U.S. Election Day key takeaways

    Capital Group election watchers John Emerson, Matt Miller and Reagan Anderson discuss the political, economic and market implications of U.S. President-elect Donald Trump’s sweeping victory on Election Day. They offer their views on everything from tax and trade policy, to key cabinet appointments, to the United States’ evolving leadership role on the global stage. #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 ©2024 Capital Group

    21 November 2024, 5:01 am
  • 31 minutes 49 seconds
    How bonds could shine as interest rates decline

    What can investors expect from bonds now that interest rates are declining? Discover how bonds are back to their critical roles of providing income and diversification from equity markets. In a conversation with Mike Gitlin, Principal Investment Officer Pramod Atluri of The Bond Fund of America® discusses the Federal Reserve, his economic outlook and the mental models guiding his decisions. Pramod also gives us a glimpse into life with seven kids. If you’re curious about where interest rates could land and how top minds at Capital Group navigate uncertainty, be sure to catch this valuable discussion. #CapGroupGlobal 

    Take a look at the reading list Pramod mentions in this podcast: https://bit.ly/PDA_reading

    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 ©2024 Capital Group

    14 November 2024, 7:43 am
  • 25 minutes 8 seconds
    Confessions of a value investor

    Can a value investor find opportunities in growth-oriented areas like artificial intelligence? Capital Group portfolio manager Charles Ellwein believes he can — by scouring the market for solid companies that aren’t often featured on the front page of the Wall Street Journal. In this podcast, Ellwein shares his approach to identifying value in a market dominated by high-priced stocks. #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 ©2024 Capital Group

    7 November 2024, 5:01 am
  • 36 minutes 4 seconds
    Connecting the science and the business of drug innovation

    Blockbuster drugs like Ozempic and Zepbound may appear to be overnight successes but were actually the result of years of research and incremental breakthroughs. In this podcast, Capital Group biopharmaceutical analyst Judith Finegold and investment director David Polak discuss how we have reached a renaissance in drug discovery, the changing dynamics of the global health care payments landscape and why successful investing in the biopharma industry requires deep understanding of not only the science but also the business dynamics. #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 ©2024 Capital Group

     

    31 October 2024, 4:01 am
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