Explorez tous les épisodes du podcast Capital Ideas podcast
| Titre | Date | Durée | |
|---|---|---|---|
| Short-term bonds: A low-profile asset class shifts into high gear | 13 Nov 2025 | 00:26:52 | |
Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand. He shares insights on Federal Reserve policy, bond markets and how active management can unlock opportunities. Key Topics:
#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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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 ©2025 Capital Group | |||
| India's strategic autonomy in global markets | 11 Nov 2025 | 00:18:31 | |
With volatility on the rise in global markets, investors are searching for stability. Some have their eyes on India and their longtime strategic autonomy to provide the predictability and resilience needed in the new trade order. Host Natalya Zeman and guest Anirudha Dutta break down the reforms, policies, and
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., and copyrighted to Capital Group and affiliates, 2025, all rights reserved.
For more information, including our detailed disclosures, visit www.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/4bahmD0
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 ©2025 Capital Group | |||
| Cracking the Agg: How active fixed income can beat the benchmark | 25 Sep 2025 | 00:24:35 | |
"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
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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| Conversations with Mike Gitlin: Featuring Carl Kawaja | 28 Mar 2024 | 00:30:41 | |
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.
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
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 | |||
| Will commercial real estate sink the U.S. economy? | 21 Mar 2024 | 00:25:38 | |
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 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 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 To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ Copyright ©2024 Capital Group | |||
| The American energy juggernaut | 14 Mar 2024 | 00:36:34 | |
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
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 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 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/ Copyright ©2024 Capital Group | |||
| Why women make great investors | 07 Mar 2024 | 00:19:54 | |
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 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 To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ Copyright ©2024 Capital Group | |||
| Lessons from a research trip to India | 29 Feb 2024 | 00:34:06 | |
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 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
To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/
Copyright ©2024 Capital Group | |||
| Conversations with Mike Gitlin: Featuring Rob Lovelace | 22 Feb 2024 | 00:35:22 | |
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 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
To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/
Copyright ©2024 Capital Group | |||
| Investing in an election year | 15 Feb 2024 | 00:26:04 | |
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: For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. 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.
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| Waiting for stocks to go on sale | 09 Feb 2024 | 00:21:44 | |
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: For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. 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.
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| 32 years of investing in a complicated jigsaw puzzle | 01 Feb 2024 | 00:19:20 | |
As he prepares for retirement, Capital Group portfolio manager Jonathan Knowles reflects on 32 years in the investment business. The global equity markets and the macroeconomic environment are a "massively complicated jigsaw puzzle" that continues to humble and perplex him, even as he plans the next chapter of his life. Related resources: For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
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| Assessing the big gap between large- and small-cap stocks | 25 Jan 2024 | 00:29:44 | |
Capital Group portfolio manager Peter Eliot shares the journey that led him from a career as a value-oriented analyst covering the chemicals industry to a growth investor focused on both small- and large-cap companies. Related resources: For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. Capital Client Group, Inc.
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| The age of robots | 18 Sep 2025 | 00:26:01 | |
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
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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| Friendshoring: The Rise of Mexico | 18 Jan 2024 | 00:30:07 | |
Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It's a trend called "Friendshoring." Listen in as Capital Group analyst Jeff Garcia explains this growing facet of global trade and why it's likely to become even more important in the years ahead. Related resources: For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. Capital Client Group, Inc. | |||
| 2024 Outlook | 11 Jan 2024 | 00:24:14 | |
Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Can stocks continue to build on the powerful gains from 2023? Are bonds in better shape this year? Is the Federal Reserve done raising interest rates? Listen in to hear their views. Related resources: Capital Client Group, Inc.
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| Through the years: An interview with former Capital Group CEO Tim Armour | 04 Jan 2024 | 00:28:12 | |
Tim Armour, Capital Group's recently retired CEO, reflects on his 40-year career as an analyst, portfolio manager and eventual leader of the company. He shares what he learned along the way and how he navigated some of the biggest market events over the past four decades. Related resources:
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| The Best of the Capital Ideas Podcast | 28 Dec 2023 | 00:24:34 | |
The final episode of 2023 highlights some of the best moments from the Capital Ideas Podcast this year. Capital Group portfolio managers share their views on everything from investing through periods of crisis, to the power of concentrated portfolios, to the important lessons that emerge from success as well as failure. We also reveal our top book selection of the year. Related resources: For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
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| Bringing imagination and creativity to growth investing | 21 Dec 2023 | 00:21:26 | |
Capital Group portfolio Manager Anne-Marie Peterson is always looking out for the next great investment idea whether it revolves around new-economy tech giants or old-economy stalwarts. Listen in to find out where she is identifying opportunities in today's market. Related resources: For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
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| Is human insight still relevant in investing? | 14 Dec 2023 | 00:29:32 | |
Amid the rise of artificial intelligence (AI), Capital Group portfolio manager Grant Cambridge says that human insight is more important than ever when it comes to making prudent investment decisions. AI programs may be important tools for research and analysis, he argues, but they will never replace human intuition and sound judgement. Related resources: For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
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| Acorns to oaks: The power of small-cap stocks | 30 Nov 2023 | 00:24:27 | |
Capital Group investment analyst Will Craig shares his insight into small-cap stocks. Public companies worth $6 billion or less can present attractive pricing opportunities, he explains, simply because not as many investors are paying attention to this promising corner of the financial markets. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
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| Fed watch: Is inflation under control yet? | 23 Nov 2023 | 00:14:18 | |
Capital Group economist Darrell Spence examines the Federal Reserve's battle against inflation. Is the Fed going to hit its 2% inflation target? If so, when? And what does it mean for the U.S. economy and interest rates? Darrell shares his view. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. | |||
| From Jersey to Japan: The merits of global diversification | 16 Nov 2023 | 00:24:07 | |
Capital Group portfolio manager Tomoko Fortune explains how her globally diverse life experience — growing up in New Jersey and Japan — led to an appreciation for global diversity in the investment business. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
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| Washington watch: Assessing the U.S. presidential election one year out | 09 Nov 2023 | 00:26:31 | |
Reagan Anderson, Senior Vice President of Government and Regulatory Affairs in Capital Group's Washington, D.C. office, examines the issues and challenges that are likely to shape the 2024 U.S. presidential election. She also provides a glimpse into how Capital interacts with elected leaders on a wide variety of topics affecting the investment industry. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
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| Health check for the pharmaceutical sector | 16 Sep 2025 | 00:21:36 | |
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 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 ©2025 Capital Group | |||
| On the hunt for hidden investment opportunities | 02 Nov 2023 | 00:34:52 | |
Capital Group portfolio manager Chapman Taylor describes the rapid pace of change he witnessed firsthand on a recent visit to India, shares his outlook for emerging markets and explains why building relationships with business and political leaders is essential for successful investing.
Related resources: This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| The new reality of investing (2024 edition) | 26 Oct 2023 | 00:33:45 | |
As New Perspective Fund® (NPF) celebrates its 50th anniversary, NPF portfolio manager Jody Jonsson shares her outlook for the global equity markets. The tailwind provided by 40 years of declining interest rates is over, she says, and it's time to think about the new reality of investing. Related resources: This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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| Investing in big, structural changes | 19 Oct 2023 | 00:22:57 | |
Capital Group portfolio manager Nick Grace discusses his approach to investing in the long-term transition from fossil fuels to renewable energy. The key, he says, is identifying green energy initiatives that are driven primarily by market economics, not government policy. Clean hydrogen: Growing opportunities beyond the hype This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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| What Led Zeppelin and investing have in common | 12 Oct 2023 | 00:27:35 | |
Capital Group's Don O'Neal, a portfolio manager with The Growth Fund of America®, shares stories from a 37-year investing career that began with a nuclear meltdown and spanned some of the greatest bull markets in U.S. history. This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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| World view: What's next for inflation and interest rates? | 05 Oct 2023 | 00:21:42 | |
At a pivotal time for monetary policy around the world, Capital Group fixed income portfolio manager Tom Reithinger offers his outlook for inflation and the impact it's having on global interest rates.
Related resources: This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| You can't have 100 best friends | 28 Sep 2023 | 00:24:42 | |
Capital Group portfolio manager Michael Cohen shares his thoughts about investing based on three decades of experience in the global equity markets. When it comes to his stock portfolios, there is one thing he's learned: You can't have 100 best friends.
Related resources: This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
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| Navigating 23 downturns in 35 years of investing | 21 Sep 2023 | 00:30:55 | |
Capital Group portfolio manager Steve Watson discusses how he learned early in his career to get comfortable with market downturns, the circumstances that launched him on a professional life in Asia and Europe, and the importance of avoiding emotional overreactions to stock markets. Related resources: This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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| Are video games recession proof? | 14 Sep 2023 | 00:22:49 | |
Video games may be fun to play, but are they also recession proof? Will avid gamers continue to play no matter how bad the economy gets? We explore that question with equity analyst Nathan Meyer, who covers the fast-growing video games industry for Capital Group.
Related resources: U.S. economy hit by rolling recession This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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| Literary love: 6 book ideas from Capital's investment team | 07 Sep 2023 | 00:19:12 | |
Looking for some good reading material? We've got you covered. Here are six compelling titles taken straight from the shelves of Capital Group investment professionals — along with some literary thoughts from our political economist and published author Matt Miller. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
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| Emerging markets re-emerging | 31 Aug 2023 | 00:26:29 | |
Emerging market investment opportunities are broadening beyond China to include India, Vietnam and Mexico. Veteran portfolio manager Brad Freer explains how nearshoring and the "China Plus One" strategy could benefit investors. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
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| From oil sands to OPEC: A disciplined approach to energy investing | 10 Sep 2025 | 00:30:19 | |
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
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.
Copyright ©2025 Capital Group | |||
| Lessons over 50 years of fixed income investing, part 2 | 24 Aug 2023 | 00:24:29 | |
As Capital Group celebrates 50 years of managing fixed income portfolios, longtime bond investors share some memorable experiences and lessons learned. The second of a two-part series features retired portfolio manager Mark Brett, who served as principal investment officer for Intermediate Bond Fund of America®, and current portfolio manager David Daigle, principal investment officer for American High-Income Trust®.
Related resources: 4 lessons from 50 years of bond investing This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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| Investing through crisis | 16 Aug 2023 | 00:25:05 | |
What's it like to manage stocks through periods of crisis? That's what Capital Group portfolio manager Justin Toner learned in his first weeks on the job in September 2001 — and then continued to learn through the great financial crisis, the pandemic and beyond.
Related resources: This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Semiconductor industry emerges stronger from the pandemic | 10 Aug 2023 | 00:28:33 | |
Capital Group analyst Isaac Sudit shares his outlook for the semiconductor industry. What's with all the hype surrounding artificial intelligence? Why are electric vehicles so important? And how has the pandemic fundamentally transformed the business of designing, manufacturing and selling computer chips? Tune in to find out. Related resources: This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Lessons over 50 years of fixed income investing, part 1 | 03 Aug 2023 | 00:29:11 | |
As Capital Group celebrates the 50th anniversary of it's debut in the business of fixed income management, long-tenured present and retired portfolio managers share some memorable experiences and lessons learned. The first of a two-part series features current portfolio manager Kirstie Spence, who focuses on emerging markets debt, and retired portfolio manager John Smet, who also served as principal investment officer for The Bond Fund of America®.
Related resources: Bond outlook: Fed pause leaves many paths to income potential This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| 2023 Midyear Outlook | 27 Jul 2023 | 00:29:50 | |
Capital Group portfolio managers Caroline Randall and Pramod Atluri share their outlook for the economy and markets. Can U.S. stocks continue to rally in the face of recession fears? Is the Federal Reserve done raising interest rates? Tune in to hear their views. Related resources: This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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| Guide to market recoveries | 20 Jul 2023 | 00:06:38 | |
Bear markets can feel like they last forever when we're in them, but the good news is they have been relatively short compared to market recoveries. Investors who find the courage and conviction to stick to their long-term plan are often rewarded as markets bounce back.
Related resources: For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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| 3 lessons from a lifelong tech investor | 13 Jul 2023 | 00:20:50 | |
After 38 years as an equity investment analyst and portfolio manager at Capital Group, Larry Solomon has retired. Here, he shares his early experiences in tech investing when he rubbed shoulders with Bill Gates and Steve Jobs, as well as more recent lessons about investing aggressively through the pandemic to position his portfolios for long-term success. Related resources: This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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| How AI could change the investment landscape | 06 Jul 2023 | 00:30:00 | |
Artificial intelligence, or AI, has commanded the attention of investors this year as it enters a new phase of business and consumer adoption. In this podcast, three Capital Group analysts discuss the investment implications for this technology, as well as the pitfalls that may lie ahead. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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| Trying to avoid investment mistakes | 29 Jun 2023 | 00:25:37 | |
One of the best ways to make money is to avoid losing it in the first place. That's why Capital Group portfolio manager Jeff Lager tries to avoid making investment mistakes, and why he tries to build portfolios that are able to withstand recessions. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
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| Is the bear market over? | 22 Jun 2023 | 00:35:18 | |
Capital Group portfolio manager Greg Wendt discusses the lessons he has learned from 35 years of investing in stocks. And he addresses a question on the minds of many investors today: Is the bear market of 2022 finally over? For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. | |||
| Municipal bond investing amid rapid policy shifts | 04 Sep 2025 | 00:31:44 | |
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
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| High yield bonds: Avoiding the peaks and valleys | 15 Jun 2023 | 00:33:28 | |
Capital Group portfolio manager Shannon Ward shares her outlook on the U.S. high yield bond market and how she seeks to avoid the peaks and valleys of an asset class with inherently higher risks. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. | |||
| The power of concentration | 08 Jun 2023 | 00:34:04 | |
How can you have concentration and diversification in the same investment portfolio? Listen and find out in this fascinating discussion with Capital Group portfolio manager Martin Jacobs.
Related resources: For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. | |||
| Investing in a technicolor world | 01 Jun 2023 | 00:28:14 | |
Capital Group portfolio manager Lisa Thompson offers her thoughts on the changing path of globalization, a brighter outlook for emerging markets and why she enjoys investing in a technicolor world.
Related resources: This content is published by Capital Client Group, Inc. For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com.
The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.
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