Capital Ideas podcast

Luxury, mining and the power of connecting the dots Sep 17, 2026

Show notes

From advising Canada's finance minister to researching companies across luxury and mining industries, Capital Group equity analyst Frank Beaudry has learned that great investing isn't just about the numbers, it's about understanding the people behind them.

Key takeaways include:

Looking beyond short-term noise and focusing on durable trends
Challenging assumptions through continuous learning and intellectual flexibility
Understanding the lasting value of trust, relationships and strong brands

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This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.

For more information, including our detailed disclosures, visit https://www.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/4aKcZ2c

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Bond talk: Which way interest rates? Sep 10, 2026

Show notes

Capital Group fixed income manager John Queen discusses his outlook for the U.S. bond market as concerns about elevated inflation and rising debt levels spark a sell-off.

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

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

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About Capital Group

Learn more: capitalgroup.com

NFL Colts QB Daniel Jones on quiet leadership Sep 03, 2026

Show notes

If there's one thing quarterback Daniel Jones has learned across three National Football League (NFL) teams, it's that leadership doesn't have to be loud. From walking on at Duke to navigating the intense spotlight of New York, Daniel shares why authenticity, consistency, and earning trust every day have shaped both his career and his approach to leading others.

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Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.

For more information, including our detailed disclosures, visit https://www.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/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

Follow Mike Gitlin: https://bit.ly/46onTta

About Capital Group

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Market leadership: U.S. vs international stocks Aug 27, 2026

Show notes

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of U.S., international and emerging markets stocks. So far this year, emerging markets are winning, but can that continue? Lisa and Diana share their thoughts.

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

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

To stay informed, follow us

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About Capital Group

Learn more: capitalgroup.com

Investing through the AI transition Aug 20, 2026

Show notes

Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view: while technology evolves, the fundamentals of investing do not. Brady explains why technological change can create enormous opportunity — but also why some companies never recover from missing major transitions. The key isn't predicting every winner; it's striving to identify which companies are on the right side of change.

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Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.

For more information, including our detailed disclosures, visit https://www.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/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

Follow Mike Gitlin: https://bit.ly/46onTta

About Capital Group

Join us: https://www.capitalgroup.com/about-us/careers.html

The next wave of defense spending Aug 13, 2026

Show notes

Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the $2.7 trillion defense industry. With ongoing wars in Ukraine and the Middle East, defense spending is on the rise amid a geopolitical realignment that may still be in its early stages. Zach and Caroline offer their views on the investment implications.

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

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

To stay informed, follow us

LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all

YouTube: https://www.youtube.com/@CapitalGroup/videos

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

About Capital Group

Learn more: capitalgroup.com

Who you become when you invest Aug 06, 2026

Show notes

For Greg Miliotes, portfolio manager and Investment Group Oversight Chair, becoming an investor isn't about what you'll learn in a book or copying someone else's style. It's about curating your own playbook through a strong mental framework, long-term discipline and the conviction needed to navigate uncertainty. Greg demonstrates how the combination of experience, mistakes and repetition help investors develop a personal investment approach over time.

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Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.

For more information, including our detailed disclosures, visit http://www.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/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

Follow Mike Gitlin: https://bit.ly/46onTta

About Capital Group

Join us: https://www.capitalgroup.com/about-us/careers.html

8 book recommendations for your summer reading list Jul 30, 2026

Show notes

Looking for some great reading material on a hot summer day? We've got you covered. Here are eight compelling titles taken straight from the shelves of Capital Group portfolio managers, economists and others.

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

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

This content is published by Capital Client Group, Inc.

U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html

To stay informed, follow us

LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all

YouTube: https://www.youtube.com/@CapitalGroup/videos

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

About Capital Group

Learn more: capitalgroup.com

Follow the research, not the crowd Jul 23, 2026

Show notes

After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not "invent your own wheel." Driving outcomes for clients starts with following deep research, then applying judgment over time.

Hear practical takeaways from David's tenured career, including:

A firsthand look at the discipline, accountability and thoughtful decision-making process behind managing client assets
Why long-term outcomes depend on adapting, staying disciplined and continuously reassessing
The one piece of advice he's given to thousands of interview candidates about the investment business

#CapGroupGlobal

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.

For more information, including our detailed disclosures, visit http://www.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/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

Follow Mike Gitlin: https://bit.ly/46onTta

About Capital Group