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PODCAST

Capital Ideas Podcast

Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world’s largest investment management organizations. Each week we’ll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group,

business investing

All Episodes

19:17

Learning to thrive in unpredictable markets

Capital Ideas Podcast ·

2025/10/23

In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons: how to be comfortable with uncertainty, why patience and trust in management matter, and how optimism and discipline drive long-term investment success. In this episode, Lisa speaks with host Mike Gitlin about navigating unpredictable markets and finding value where others see risk. #CapGroupGlobal For full disclosures, go to capitalgroup.com/global-disclosures. For our latest

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24:08

Investing through shifting global trade winds

Capital Ideas Podcast ·

2025/10/16

Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade. With tariffs and other trade barriers rising in many the world’s largest economies, Higashi explains why he remains optimistic about the prospects for select multinational companies with the agility, resources and expertise to capitalize on this emerging new world order. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures

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18:33

Indian Insights: The domestic story – Part One

Capital Ideas Podcast ·

2025/10/14

Macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption. #CapGroupGlobal 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

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24:36

From summer associate to CIO: Martin Romo on Capital...

Capital Ideas Podcast ·

2025/10/09

Martin Romo has spent more than 30 years at Capital Group — starting as a summer associate and now serving as chair and chief investment officer. In this conversation with Mike Gitlin, he shares lessons from his journey and explains the three pillars of The Capital System™: collaborative research, diverse perspectives and a long-term view. You’ll hear Martin’s take on: What many investors misunderstand about today’s markets Why he focuses on the “what” instead of the “when”

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31:03

Tariffs and trade deals: Where do we go from here?

Capital Ideas Podcast ·

2025/10/02

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

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20:40

Building resilience: property and casualty insurance...

Capital Ideas Podcast ·

2025/09/30

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

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24:35

Cracking the Agg: How active fixed income can beat...

Capital Ideas Podcast ·

2025/09/25

“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.

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26:01

The age of robots

Capital Ideas Podcast ·

2025/09/18

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

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21:36

Health check for the pharmaceutical sector

Capital Ideas Podcast ·

2025/09/16

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:

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30:19

From oil sands to OPEC: A disciplined approach to...

Capital Ideas Podcast ·

2025/09/10

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

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31:44

Municipal bond investing amid rapid policy shifts

Capital Ideas Podcast ·

2025/09/04

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

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19:19

The changing face of media

Capital Ideas Podcast ·

2025/09/02

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

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28:24

From NFL to CEO: Larry Fitzgerald on embracing...

Capital Ideas Podcast ·

2025/08/28

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

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24:52

CG + KKR: Unlocking private markets for everyday...

Capital Ideas Podcast ·

2025/08/21

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 (the "Adviser") and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an

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27:19

Investing in AI for the long term: A tech investor’s...

Capital Ideas Podcast ·

2025/08/14

As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who got her start as a tech investor after the dot-com bubble, brings her global perspective to Capital Group to help discern which companies may thrive in the AI revolution – and which may get left behind. She sits down with Mike Gitlin to discuss the challenge facing companies in the AI race, how her international upbringing and optimistic nature

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17:59

Finding the ‘DeepSeek moments’ across Asia

Capital Ideas Podcast ·

2025/08/12

Equity investment analysts Celia Huey outlines current investment opportunities in China, innovation in the technology and healthcare sectors and the benefits of local fundamental research. #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:

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40:39

Asset allocation in uncertain times

Capital Ideas Podcast ·

2025/08/07

What does a balanced portfolio look like when the economic outlook is uncertain and markets are near all-time highs? Capital Group portfolio managers Paul Benjamin and Hilda Applbaum share allocation strategies for today’s complex world. They cover stocks and bonds and advantages of a hybrid approach. Hilda offers insights on dividends and investment prospects among fallen angels, while Paul's extensive experience in the technology sector informs his investment approach. This podcast features

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30:58

Don’t overlearn lessons: Staying nimble in turbulent...

Capital Ideas Podcast ·

2025/07/31

“When the thesis changes, you have to change with it,” says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup to the global financial crisis to scenario planning throughout the pandemic, Julian has honed the skill of doing his own research to gain an edge and stay ahead of change by embracing it. He sits down with Mike Gitlin to discuss how he gains conviction, where he sees potential “oaks” among small-cap “acorns,” and how his brief foray into

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10:35

Is the trade war killing globalization?

Capital Ideas Podcast ·

2025/07/24

The U.S.-led trade war may change globalization in a profound way, but it won’t kill it, says Capital Group portfolio manager Steve Watson, a global equity investor with 37 years of experience. “Globalization isn’t dead,” he insists. Listen in to hear his reasons why. #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

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21:39

Exploring Latin America: Seeking innovators in Brazil...

Capital Ideas Podcast ·

2025/07/23

In the second part of our focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil. She outlines how the market is less tied to US trade than others in the region and how she identifies the country’s disruptive innovators. #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,

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312 results

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