Capital Ideas podcast

Latest Episodes:

Can the U.S. economy survive higher interest rates? Apr 17, 2024

Show notes

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

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

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

Mastering the obvious for investment success Apr 11, 2024

Show notes

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.

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

Learn more: capitalgroup.com

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

Conversations with Mike Gitlin: Featuring Carl Kawaja Mar 28, 2024

Show notes

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.

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

Learn more: capitalgroup.com

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

Will commercial real estate sink the U.S. economy? Mar 21, 2024

Show notes

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.

This content is published by Capital Client Group, Inc.

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

About Capital Group

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/4dFTE1B

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

The American energy juggernaut Mar 14, 2024

Show notes

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.

This content is published by Capital Client Group, Inc.

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

About Capital Group

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/4dFTE1B

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

Why women make great investors Mar 07, 2024

Show notes

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

This content is published by Capital Client Group, Inc.

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

About Capital Group

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/4dFTE1B

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

Lessons from a research trip to India Feb 29, 2024

Show notes

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.

This content is published by Capital Client Group, Inc.

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

About Capital Group

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/4dFTE1B

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

Conversations with Mike Gitlin: Featuring Rob Lovelace Feb 22, 2024

Show notes

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

This content is published by Capital Client Group, Inc.

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

About Capital Group

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/4dFTE1B

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

Investing in an election year Feb 15, 2024

Show notes

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 insights

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclosures.

Capital Client Group, Inc.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Waiting for stocks to go on sale Feb 09, 2024

Show notes

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 2024

For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclosures.

Capital Client Group, Inc.

The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.