Capital Ideas podcast

Latest Episodes:

Tariffs and trade deals: Where do we go from here? Oct 02, 2025

Show notes

Sweeping changes in global trade are reshaping the world order, presenting new opportunities for investors while posing significant risks to the global economy. To shed some light on the unfolding events, Capital Group international policy advisor Tom Cooney shares his thoughts on the future of global trade, why tariffs are taking center stage, and whether a series of new trade deals are providing a template for the road ahead. #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://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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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

Building resilience: property and casualty insurance update Sep 30, 2025

Show notes

Investment director Mandeep Saini looks at the world of property and casualty insurance. #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

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://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

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

Cracking the Agg: How active fixed income can beat the benchmark Sep 25, 2025

Show notes

"Understanding what's happening in the short term is very informative for taking a long-term view," says fixed income portfolio manager Ritchie Tuazon. From his seat on Capital Group's rates team, Ritchie shares with Mike Gitlin how his lineup of credit, duration and inflation instruments can help to beat the Bloomberg Agg.* He discusses the importance of conviction without hubris, the role of fixed income in diversified portfolios and how short-term signals can help inform long-term success. #CapGroupGlobal

*U.S. Aggregate Bond Index, which represents the U.S. investment-grade bond market

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

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

The age of robots Sep 18, 2025

Show notes

Massive investments in robots are bringing technologies once considered science fiction into the real world. Equity analyst Mihir Mehta explores the convergence of robotics with artificial intelligence and explains why companies are investing heavily in automation and humanoid robots. He tackles big questions about the future of work and what this new age of robots could mean for society, businesses and the global 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, Capital Conversations, 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

Health check for the pharmaceutical sector Sep 16, 2025

Show notes

Equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this space.#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

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://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

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

From oil sands to OPEC: A disciplined approach to energy investing Sep 10, 2025

Show notes

Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas. From boots-on-the-ground research in the Canadian oil sands to navigating geopolitical shocks and policy shifts, Andrea shares how she applies a process-driven, principles-based approach to the energy trilemma: balancing security, affordability, and sustainability. She also reflects on why she returned to Capital Group after a summer internship, how her investment approach has changed since transitioning from analyst to portfolio manager and how collaboration across asset classes leads to stronger investment decisions.

#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://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

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

Municipal bond investing amid rapid policy shifts Sep 04, 2025

Show notes

Turbulence in the municipal bond market has created some interesting opportunities for investors. Capital Group portfolio manager Chad Rach shares his thoughts on the events driving muni bonds this year, including an unusually high volume of new issuance. Chad also covers the interest rate environment and highlights a recent site visit that changed his investment perspective. #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, Capital Converstaions, 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 https://www.youtube.com/@CapitalGroup/videos

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

Learn more: capitalgroup.com

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

The changing face of media Sep 02, 2025

Show notes

Equity investment analyst Nathan Meyer looks at the changing face of media, from the dominance of streamers to the shift from computer game creators to platform companies. #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

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://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

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

From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation Aug 28, 2025

Show notes

Welcome to "The Power of Advice." In this limited series, we've lined up industry leaders, business innovators and entrepreneurs to share their journeys of building brands, reinventing careers and learning lessons. In our first episode, we hear from Larry Fitzgerald, 11-time Pro Bowl wide receiver for the Arizona Cardinals. Larry joins Mike Gitlin to tell how the experience of interning at a financial services firm one offseason led to the founding of Larry Fitzgerald Enterprises, which has since notched over 200 investments. He discusses why he prefers early-stage investing and shares the advice he gives young people — including his own sons — about embracing discomfort as a path to growth. #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://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

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

CG + KKR: Unlocking private markets for everyday investors Aug 21, 2025

Show notes

It started with an impromptu phone call and has evolved into a thoughtful, prudent approach to bring private markets within reach for more investors. Hear Capital Group CEO Mike Gitlin and KKR co-CEO Scott Nuttall discuss partnership, the importance of aligned corporate cultures and share perspectives on pursuing better outcomes for investors. #CapGroupGlobal

Capital Group and Kohlberg Kravis Roberts & Co. L.P. ("KKR") are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors.

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

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