Episodes
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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
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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
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Missing episodes?
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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
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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/49rdcFqAbout 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/42uSYbmYouTube: https://bit.ly/4bahmD0
Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/
Copyright ©2024 Capital Group
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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
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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
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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
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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
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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
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Freshly returned from a research trip to India, Capital Group investment director Natalya Zeman, India Affairs Specialist Anirudha Dutta and equity analyst Himanshu Sharma discuss how our on the ground approach informs our investment decision making in one of the world’s fastest growing economies. #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.
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
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Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment environment in the U.S., Europe and Asia, his love of geology, and the long-held belief that his biggest competitive advantage is time. #CapGroupGlobal
Watch on YouTube: https://bit.ly/CG-Gitlin-playlist
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
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
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Capital Group political insiders John Emerson and Reagan Anderson discuss the key issues and events that could shape the outcome of U.S. elections in November. What would a second presidential term for Joe Biden or Donald Trump mean for America? Listen in to find out.
Related resources:
Election year investing insightsFor industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
For full disclosures go to capitalgroup.com/global-disclosures.American Funds Distributors, Inc.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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In a stock market driven by highly valued companies, Capital Group portfolio manager Alan Berro prefers to seek out stocks that go on sale. How does he identify them? Research and patience.
Related resources:
5 keys to investing in 2024For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
For full disclosures go to capitalgroup.com/global-disclosures.American Funds Distributors, Inc.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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As he prepares for retirement, Capital Group portfolio manager Jonathan Knowles reflects on 32 years in the investment business. The global equity markets and the macroeconomic environment are a “massively complicated jigsaw puzzle” that continues to humble and perplex him, even as he plans the next chapter of his life.
Related resources:
5 keys to investing in 2024For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
For full disclosures go to capitalgroup.com/global-disclosures.
American Funds Distributors, Inc.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. -
Capital Group portfolio manager Peter Eliot shares the journey that led him from a career as a value-oriented analyst covering the chemicals industry to a growth investor focused on both small- and large-cap companies.
Related resources:
10 investment themes for 2023
For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
For full disclosures go to capitalgroup.com/global-disclosures.American Funds Distributors, Inc.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. -
Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It’s a trend called “Friendshoring.” Listen in as Capital Group analyst Jeff Garcia explains this growing facet of global trade and why it's likely to become even more important in the years ahead.
Related resources:
Reshoring supply chains: What does it mean for investors?For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
Capital Group, home of American Funds Distributors, Inc.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Can stocks continue to build on the powerful gains from 2023? Are bonds in better shape this year? Is the Federal Reserve done raising interest rates? Listen in to hear their views.
Related resources:
2024 Outlook Report
For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. -
Tim Armour, Capital Group’s recently retired CEO, reflects on his 40-year career as an analyst, portfolio manager and eventual leader of the company. He shares what he learned along the way and how he navigated some of the biggest market events over the past four decades.
Related resources:
2024 Outlook Report
For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. -
The final episode of 2023 highlights some of the best moments from the Capital Ideas Podcast this year. Capital Group portfolio managers share their views on everything from investing through periods of crisis, to the power of concentrated portfolios, to the important lessons that emerge from success as well as failure. We also reveal our top book selection of the year.
Related resources:
2024 OutlookFor industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. -
Capital Group portfolio Manager Anne-Marie Peterson is always looking out for the next great investment idea whether it revolves around new-economy tech giants or old-economy stalwarts. Listen in to find out where she is identifying opportunities in today’s market.
Related resources:
Stock market outlook: It’s time for diversificationFor industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. - Show more
