Explore every episode of the podcast Capital Ideas podcast

Dive into the complete episode list for Capital Ideas podcast. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

	Title	Pub. Date	Duration
	Starbucks CEO: Why human connection matters more than ever in an AI world	08 oct. 2026	00:33:14
What makes an iconic brand endure? Starbucks Chairman and CEO Brian Niccol says it starts with understanding why people connect with it in the first place. At Starbucks, he focuses on getting out from behind the spreadsheet and into the business, listening to customers and employees, sweating the details that shape an experience and using AI to strengthen human connection rather than replace it. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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: https://www.capitalgroup.com/ Join us: https://www.capitalgroup.com/about-us/careers.html Copyright © 2026 Capital Group
	Why Asian credit deserves a closer look	01 oct. 2026	00:22:55
Why should investors pay attention to Asian credit? Singapore-based fixed income analyst Debbie Leow explains how the asset class can offer diversification, income potential and a different risk profile within a portfolio. Drawing on examples across countries and sectors, she shares how she evaluates opportunities through three lenses: credit quality, market technicals and valuation, and how the Asian credit market has evolved in recent years. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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: https://www.capitalgroup.com/ Join us: https://www.capitalgroup.com/about-us/careers.html Copyright © 2026 Capital Group
	Will 'Grand Theft Auto VI' turbo charge the gaming industry?	24 sept. 2026	00:25:22
Capital Group equity analyst Nathan Meyer shares his outlook for the video games industry ahead of potentially the biggest game launch in history. "Grand Theft Auto VI," scheduled for release in November, is expected to break sales records at a time when the gaming industry could use a shot in the arm. #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 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 ©2026 Capital Group
	Luxury, mining and the power of connecting the dots	17 sept. 2026	00:30:00
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 #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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: https://www.capitalgroup.com/ Join us: https://www.capitalgroup.com/about-us/careers.html Copyright © 2026 Capital Group
	Bond talk: Which way interest rates?	10 sept. 2026	00:34:25
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. #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 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 ©2026 Capital Group
	NFL Colts QB Daniel Jones on quiet leadership	03 sept. 2026	00:25:03
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. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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: https://www.capitalgroup.com/ Join us: https://www.capitalgroup.com/about-us/careers.html Copyright © 2026 Capital Group
	Market leadership: U.S. vs international stocks	27 août 2026	00:31:22
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. #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 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 ©2026 Capital Group
	Investing through the AI transition	20 août 2026	00:25:59
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. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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: https://www.capitalgroup.com/ Join us: https://www.capitalgroup.com/about-us/careers.html Copyright © 2026 Capital Group
	The next wave of defense spending	13 août 2026	00:25:19
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. #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 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 ©2026 Capital Group
	Who you become when you invest	06 août 2026	00:23:27
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. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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: https://www.capitalgroup.com/ Join us: https://www.capitalgroup.com/about-us/careers.html Copyright © 2026 Capital Group
	8 book recommendations for your summer reading list	30 juil. 2026	00:09:01
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. #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 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 ©2026 Capital Group
	Follow the research, not the crowd	23 juil. 2026	00:21:49
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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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: https://www.capitalgroup.com/ Join us: https://www.capitalgroup.com/about-us/careers.html Copyright © 2026 Capital Group
	2026 Midyear Outlook	16 juil. 2026	00:37:59
Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs and fixed income portfolio manager Chitrang Purani explore what's driving markets today, from AI to the outlook for inflation and interest rates. This episode is adapted from our June 25 webinar, 2026 Midyear Outlook. #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 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 ©2026 Capital Group
	How Chef Daniel Boulud scaled a restaurant empire with intention	09 juil. 2026	00:24:25
In a highly competitive industry, Chef Daniel Boulud has built an enduring brand defined by excellence over decades. From early days in the kitchen to leading a global restaurant group, he shares what it takes to scale with intention, balance tradition with innovation, and develop teams that sustain excellence over time. Also in this episode: AI's impact on the restaurant industry - including a robotic kitchen Chef Daniel's advice on choosing a mentor wisely How Chef Daniel gives back to the community #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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 © 2026 Capital Group
	Balancing act: Investing amid the AI boom and the Iran war	02 juil. 2026	00:24:33
Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced. #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 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 ©2026 Capital Group
	A hunting dog mindset to investing	25 juin 2026	00:25:30
What does it take to stay ahead in a world of constant disruption? For Harold La, an equity portfolio manager, it's not about predicting the future, it's about putting yourself in a position to see change early, build conviction and stay with it over time. After nearly three decades investing across global emerging markets in Asia, including India and China, Harold shares an active approach built on getting beyond the screen — sourcing ideas firsthand, meeting companies on the ground and leaning into parts of the market others overlook. His philosophy centers on three principles: Be proactive: Pursue opportunity in under-researched, often uncomfortable areas Be present: Build conviction through direct, firsthand insight Be patient: Give ideas time to compound and be recognized #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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: https://www.capitalgroup.com/ Join us: https://www.capitalgroup.com/about-us/careers.html Copyright © 2026 Capital Group
	When will homes be affordable again?	18 juin 2026	00:23:25
The U.S. economy looks resilient based on top-line growth, yet the housing market remains stuck in neutral. Portfolio manager Taylor Hinshaw discusses the disconnect and what it will take for the crucial housing sector, and its broader economic impact, to turn around. #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 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 ©2026 Capital Group
	How relentless focus sets Broadcom's CEO apart	11 juin 2026	00:20:57
For Hock Tan, Broadcom's CEO, obsessive focus is the foundation of how the company operates, from capital allocation and acquisitions to leadership accountability at scale. This conversation breaks down that discipline in action, including: An acquisition framework Where real constraints exist in AI infrastructure Why you should build a skill set, not a career #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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 © 2026 Capital Group
	Geopolitics and the U.S. midterms	04 juin 2026	00:45:49
Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson share their views on geopolitical events, including the Iran war, and the outlook for the U.S. midterm elections. #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 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 ©2026 Capital Group
	Skills that matter in an AI world	28 mai 2026	00:28:22
With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes, according to Equity Portfolio Manager Michael Beckwith. So, what does drive effective long-term outcomes? Adaptability and judgment. In this episode, he explains how these skills show up in practice: Actively molding a portfolio rather than just aggregating stocks Rigorously assessing management quality and incentives Identifying when businesses are mispriced for meaningful change Looking beyond companies to where new business models are being defined #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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 ©2026 Capital Group
	Why today's stock market calls for active management	21 mai 2026	00:20:53
What happens to markets when investing goes on "autopilot"? Capital Group Vice Chair Jody Jonsson explains how passive ownership can diminish price discovery — and why that matters in expensive, concentrated markets. Jody also shares her thoughts on the role of private assets and what "smart regulation" could look like. 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 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 ©2026 Capital Group
	From medicine to markets: Long-term biotech investing	14 mai 2026	00:20:31
Biotech investing often hinges on understanding science, trials and patient outcomes. Dr. Judith Finegold is a physician turned equity analyst, and she explains how her clinical experience helps assess drug pipelines, clinical trials and long term risk in biotech investing — well beyond the headlines. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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 © 2026 Capital Group
	Stress testing AI Bulls vs. Bears	07 mai 2026	00:27:11
Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI. They cover whether we are in an AI boom or bubble and what productivity gains could mean for the U.S. economy and job markets. This podcast is from a recent webinar. #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 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 ©2026 Capital Group
	How GM's Chair and CEO is redefining what's possible at a legacy company	30 avr. 2026	00:20:35
How does General Motors Chair and Chief Executive Officer Mary Barra lead transformation at scale, all while technology is rewriting the playbook? According to her, it's about maintaining the company's history of innovation and understanding that "no one has a right to exist — even a company that's 100 years old." In this episode, hear her insights on leading GM through structural change, from EV investment and regulatory shifts to culture, talent and long term relevance. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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 © 2026 Capital Group
	Investing after the Iran war ends	23 avr. 2026	00:25:41
Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more dangerous place. He also looks ahead to the end of the Iran war and what it could mean for the stock market, oil prices and global economic 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 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 ©2026 Capital Group
	How a neuroscientist invests in biopharma	16 avr. 2026	00:25:55
Equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world. She brings a deep understanding of science to health care investing, using her research and drug development experience to help identify breakthrough drugs. And today, she's looking beyond biotechs in Boston and San Francisco and turning her attention to China as a growing source of innovation. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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 YouTube: https://bit.ly/3OJfg6m Follow Mike Gitlin: https://bit.ly/46onTta 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 © 2026 Capital Group
	Beyond AI: Investing in the physical economy	09 avr. 2026	00:25:11
Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies, or companies outside of AI and big tech. She offers three catalysts that could sustain the rally, identifies areas where she is hunting for investment opportunity and explains why she believes we may be at the start of a physical economy renaissance. #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 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 ©2026 Capital Group
	Why municipal bonds can win on an after-tax basis	02 avr. 2026	00:25:39
Did you know municipal bonds are deeply woven into everyday life? Karl Zeile, a fixed income portfolio manager with 32 years of industry experience, explains why the tax advantage of muni bonds is more relevant than ever. He lays out a practical framework for how financial advisors and investors can think about using them in today's market. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi 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 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 © 2026 Capital Group
	All that glitters: What's driving up gold prices?	26 mars 2026	00:21:37
Gold prices have skyrocketed over the past three years. In March 2023, the precious metal was trading below $2,000 an ounce. By March 2026, it was above $5,000. What's the catalyst? Three Capital Group portfolio managers offer their views on gold and what it means for your investment portfolio. #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 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 ©2026 Capital Group
	Inside the AI supply chain	24 mars 2026	00:25:05
Equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom. 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 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 ©2026 Capital Group
	You can't model human behavior	19 mars 2026	00:26:42
Long-term investing success comes from experience, humility and learning across market cycles — not short-term forecasting. In this episode, equity analyst Cyana Chilton shares why disciplined, dispassionate thinking matters, especially in moments of stress. As she puts it, "You can't model human behavior," and understanding that reality helps her make better decisions for shareholders. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi 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 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 © 2026 Capital Group
	Adventures in emerging markets investing	12 mars 2026	00:26:39
Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility and cyclicality. She also explains why she believes macroeconomic and political cycles matter more today in both emerging and developed markets. #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 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 ©2026 Capital Group
	The psychology of building portfolios to withstand any cycle	05 mars 2026	00:21:45
Before becoming a fixed income portfolio manager, Shannon Ward's passion was psychology. Today, she uses understanding people and behavior to inform her investment strategies in high-yield bonds. Key takeaways: The importance of portfolio diversification and avoiding what you don't fully understand Lessons from three decades of market cycles How strong partnerships with analysts can help create resilient portfolios #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi 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 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 © 2026 Capital Group
	How to find generational AI businesses – the 'move 37' moment	04 mars 2026	00:25:46
Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI. #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 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 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, 2026, 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 ©2026 Capital Group
	Black gold: The outlook for oil prices	26 févr. 2026	00:23:15
Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global energy market. He also explains why the U.S. continues to hold its position as the number one oil producer in the world, and what that means for the U.S. 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, 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 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 ©2026 Capital Group
	Regulation dictates opportunity in US utilities	24 févr. 2026	00:21:19
Fixed income investment analyst Julian James discusses the prospects for investment grade US utilities. Julian outlines why regulation is the key driver of quality for companies in this space and how he sifts through such a large sector to find the most attractive opportunities for portfolios. #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 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 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, 2026, 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 ©2026 Capital Group
	Amazon CEO on leadership, innovation and customer obsession	19 févr. 2026	00:31:20
In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed to the point of writing press releases before any coding begins. In this episode, hear how he drives this culture, where he sees AI going next, and his advice for recent graduates. Key takeaways include: How Amazon has built a customer-obsessed culture Why AI is the most transformative technology of our time The future of drones, robotics and global connectivity Practical career advice for graduates #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. 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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi 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 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 © 2026 Capital Group
	Rob Lovelace on the year ahead (2026 edition)	12 févr. 2026	00:40:33
Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund®, discusses his outlook for the global equity markets in 2026 and beyond. Joined by special guest, investment director David Polak, the two offer their views on shifting global trade winds, the rise of international markets, and the origins of the New Geography of Investing. #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 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 ©2026 Capital Group
	Why being an investment analyst is the "best job in the world"	05 févr. 2026	00:29:54
Investment analyst Kelly Murphy shares her journey from trading to investing and explains why learning for a living makes this role so dynamic and rewarding. Get an inside view on her day-to-day covering large-cap gaming and leisure, as well as small-cap investing. Catch more on: Gaming and leisure trends, regulatory risks and long-term outlook Kelly's process of "turning over rocks" to find companies early How a contrarian mindset and long-term perspective help her find comfort in discomfort Her advice for new analysts, including acting on conviction and balancing IQ and EQ #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi 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 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 © 2026 Capital Group
	Finding durable value in high yield tech & financials	04 févr. 2026	00:20:08
Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields, an often overlooked area. Sandro explains how he values companies in transition, and why terminal value and pricing power matter. He also explores the surge in AI-related issuance and the evolving role of private credit. #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 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 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, 2026, 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 ©2026 Capital Group
	2026 Outlook	29 janv. 2026	00:27:38
Capital Group chief investment officer Martin Romo and portfolio manager Pramod Atluri share their 2026 outlook for the global economy and markets. Are we in the midst of an AI bubble or an AI boom? How far will the Federal Reserve go in its latest rate-cutting cycle? How might rising tariffs and trade tensions impact global economic activity? And what could it all mean for your portfolios? We'll tackle those questions and more. #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 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 ©2026 Capital Group
	Building resilience into portfolios over the long term	22 janv. 2026	00:25:13
Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil's hyperinflation to investing through the 2008 global financial crisis. She shares how those moments influenced her focus on capital preservation, sustainable dividend growth, and fact-based decision-making, including why not all dividends are created equal. Key takeaways: A focus on how capital preservation and sustainable dividend growth can support long-term resilience. Collaboration between equity and fixed income teams may help uncover early warning signals. Opportunities may be emerging in non-U.S. markets and among stable dividend growers amid shifting global dynamics. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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://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 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 ©2026 Capital Group
	European utilities: Unlocking growth in the grid revolution	20 janv. 2026	00:30:29
Equity investment analyst and portfolio manager Bobby Chada looks at the European utilities sector. Bobby outlines what these companies can bring to a portfolio and why their traditional boring label is outdated as we enter a golden age of electrical grid building. #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 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 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 ©2026 Capital Group
	Washington watch: Outlook for the U.S. midterm elections	15 janv. 2026	00:29:34
Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections, along with other major events that are likely to shape the policy landscape in the new year. How will the political winds shift in 2026 and why should investors care? Tune in to hear Matt's view. #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 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 ©2026 Capital Group
	Banking on the big picture: How patience can pay off	08 janv. 2026	00:30:12
European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join host Mike Gitlin and seasoned portfolio manager Alfonso Barroso, who brings over 30 years of investment industry experience, as they piece together the bigger picture behind the sector's rise. Alfonso shares how improved profitability and shareholder-friendly policies are shaping the future of European banks. In this episode, you'll also hear: Where Alfonso sees other hidden value pockets across Europe How focusing on downside risk can give investors an edge What global research trips have taught him about seeing beyond the headlines Tune in for a conversation that connects the dots on how a macro view and long-term perspective can promote better investment decisions. #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 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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit 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://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 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
	Will AI take your job?	24 déc. 2025	00:31:04
Capital Group economist Jared Franz explores whether artificial intelligence (AI) will take our jobs. He shares insights on which roles are most vulnerable, why companies may favor experienced hires, and how AI could reshape economic growth and labor markets in the coming years. The conversation also touches on policy responses, universal basic income (UBI), and strategies for individuals to future-proof their careers. #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 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
	Luxury unwrapped: Inside apex brands and their fabulousness budgets	23 déc. 2025	00:21:29
Amidst changing consumer preferences and shifting trade dynamics, investment director Natalya Zeman and equity investment analyst Frank Beaudry discuss the dynamics of the European luxury goods sector and what sets its most prestigious brands apart. Topics include: What defines an apex luxury brand and their financial traits The influence of global consumer trends, with a focus on China the US and high-net-worth individuals How creative innovation, brand storytelling and the 'fabulousness budget' drive long-term growth #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 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 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
	How analysts think about banks: AI, regulation and the consumer	18 déc. 2025	00:35:51
Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group, equity analyst Matt Antle has embraced this challenge with gusto and a disciplined, three-pronged approach: analyzing financial metrics and ratios, drawing on qualitative insights and incorporating macroeconomic trends. In this episode: AI's early impact on banking and potential for future revenue production How credit card issuers are capitalizing on secular tailwinds Insights on regulatory changes, private credit and stablecoins The value of being resourceful, persistent and a little entertaining #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 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 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
	The trouble with unsustainable debt	11 déc. 2025	00:19:35
Capital Group investment analysts take a deep dive into rising government debt. Are current debt levels in the U.S., Europe and elsewhere sustainable? When do they become unsustainable? And what does that mean for investors? Fixed income analysts Doug Kletter, Jason Davis and Arjun Madan share their views in a panel discussion hosted by Capital Group investment director Ed Harrold. #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 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
	The rise and rise of Chinese automakers	09 déc. 2025	00:24:00
China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this sector and gives insights from his hundreds of company meetings. #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 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. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. 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

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