Episoder

  • 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


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    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

  • 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

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  • Curious about investing in the fast-paced retail sector? Anne-Marie Peterson, an equity portfolio manager at Capital Group, speaks with Mike Gitlin about her experience shopping for opportunities among retail companies, including Home Depot, Costco and Starbucks. Learn why she believes a strong company culture is crucial to retail success. Don’t miss this engaging discussion. Subscribe for more expert interviews and insights. #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:




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    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

  • In the 2008 movie "The Curious Case of Benjamin Button," the title character played by Brad Pitt ages in reverse — from an old man to a young child. Could the U.S. economy be doing something similar? Capital Group economist Jared Franz thinks so. In this podcast, Jared explains his rationale and what it could mean for the financial markets. #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

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    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:
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    Copyright ©2024 Capital Group

  • Capital Group equity portfolio managers Don O'Neal and Justin Toner add their voices to the age-old debate over growth versus value. With growth investing enjoying a long winning streak, is it time for value stocks to shine? This podcast features excerpts from our September 19 webinar, "Growth vs. value: Is the tide turning?" #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:
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    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:
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    Copyright ©2024 Capital Group

  • Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital Group, speaks with Mike Gitlin about the evolution of streaming, the promises of generative AI, and lessons learned from past investment trends. Whether you're a financial professional or tech enthusiast, this episode offers valuable insights about the future of media. #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:
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    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:
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    Copyright ©2024 Capital Group

  • We explore the future of food. In this episode, Capital Group analyst Rob Beale talks about how new farming practices and regenerative agriculture have unearthed opportunities for companies across industries to combat food waste and lower emissions. He also discusses the future of alternative proteins such as lab-grown meat. #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:
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    To stay informed, follow us




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    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:
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    Copyright ©2024 Capital Group

  • Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S. economist Jared Franz discusses AI’s potential to transform economies and labor markets, the vast amount of resources AI infrastructure requires, and why he thinks an AI winter is on the horizon. #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:
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    To stay informed, follow us




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    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:
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    Copyright ©2024 Capital Group

  • Ever wonder how the municipal bond market works? Courtney Wolf, a fixed income portfolio manager at Capital Group, speaks with Mike Gitlin about the advantages of tax-exempt income and the importance of public finance to the U.S. economy. She also explains how winning a college national championship in lacrosse helped develop her competitive spirit as a muni investor. Don’t miss this engaging conversation. Subscribe for more expert interviews and insights. #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:
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    To stay informed, follow us:




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    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:
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    Copyright ©2024 Capital Group

  • Portfolio manager Chapman Taylor reflects on three decades of investing in emerging markets at Capital Group. He offers his outlook for developing economies, why he thinks Indonesia may be the next shining star in Asia, and how building close relationships has been the key to success throughout his career. #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:
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    To stay informed, follow us




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    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

  • Evaluating troubled companies can uncover both risks and opportunities. Capital Group analyst Todd Saligman and portfolio manager Steve Watson explain how they approach investing in companies during times of crisis. #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:
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    To stay informed, follow us

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

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    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

  • Capital Group CEO Mike Gitlin interviews Winnie Kwan, an equity portfolio manager based in our Hong Kong office. As one of Morningstar’s top female fund managers of 2024, Winnie discusses her investment edge, what she learned from the Asian financial crisis, and how she applied those lessons years later in the global financial crisis. She also shares her thoughts on investment themes driving the rapid growth of emerging markets. #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:




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    https://bit.ly/42uSYbm




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    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

  • Weight loss drugs that aim to radically curb appetites and prevent a host of obesity-related health problems are seeing unprecedented demand. At the same time, these drugs — sold under the brand names Ozempic, Wegovy and Zepbound — are raising questions for the food industry and companies that rely on cravings to sell their products. Capital Group portfolio manager Carl Kawaja shares his view on the heavy impact of weight loss drugs. #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




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    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:
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    Copyright ©2024 Capital Group

  • Capital Group election watchers Matt Miller and Reagan Anderson highlight dynamics that will shape the historic race for the White House. They cover domestic policy priorities and potential tax implications of a Trump 2.0 or Harris 1.0 administration. This podcast features excerpts from our July 25 webinar, "Election Watch: A November to remember." #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




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    https://bit.ly/42uSYbm




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    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:
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    Copyright ©2024 Capital Group

  • Capital Group CEO Mike Gitlin interviews Chris Buchbinder, an equity portfolio manager based in our San Francisco office. Drawing from nearly three decades of experience, Chris explains why he likes to invest in solid companies that are going through a period of crisis. He discusses how he honed that skill during the dot-com implosion, the global financial crisis and the COVID-19 pandemic. "I look for opportunities where others see despair," he says. #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:




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    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:
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    Copyright ©2024 Capital Group

  • Capital Group portfolio managers Rob Lovelace and Noriko Chen share their outlook on the global equity markets and where they see compelling investment opportunities. They also discuss the growing impact of tariffs on the world economy and how multinational companies are navigating increasingly choppy trade waters. #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:
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    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




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    Copyright ©2024 Capital Group

  • Capital Group portfolio managers Caroline Randall and David Hoag discuss their outlook for the economy and markets. Can stocks continue their relentless climb? Has the hype surrounding artificial intelligence gone too far? Is the U.S. Federal Reserve going to cut interest rates before the end of the year? Our portfolio managers answer 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:
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    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:
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    Copyright ©2024 Capital Group

  • Capital Group CEO Mike Gitlin interviews John Queen, a fixed income portfolio manager based in our West LA office. As a long-time bond investor, John discusses his outlook for interest rates and inflation. He explains how he found a career, and a life partner, in the halls of Capital Group. And he reveals a certain bobblehead, with a familiar face, that he keeps displayed in his office. #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:
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    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




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    Copyright ©2024 Capital Group

  • Capital Group portfolio manager Dimitrije Mitrinovic explains why knowing when to be patient, and when to be bold are critical to uncovering hidden gems in the small-cap universe. He outlines the characteristics he looks for in small companies, explains why he considers Sweden a paradise for businesses that can grow through acquisition, and recalls developing a passion for investing as a young man growing up Serbia, a country that then didn’t have a market-based economy. #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:
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    To stay informed, follow us




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    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:
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    Copyright ©2024 Capital Group

  • China’s recent population decline underscores a long-term challenge more countries will face. Capital Group economist Jared Franz shares his views on how population decline will impact the global economy and how artificial intelligence could help fill the gaps. #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

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    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.

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