Capital Ideas Investing Podcast
Capital Ideas Investing Podcast
Capital Group
Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world’s largest investment management organizations. Each week we’ll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. American Funds Distributors, Inc. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies. For full disclosures go to capitalgroup.com/global-disclosures.
Mastering the obvious for investment success
Capital Group portfolio manager Reed Lowenstein shares how active listening and getting the basic details right has helped him build a successful investing career. He explains the importance of holding onto strong convictions lightly and how judgments of corporate leaders help shape his investment decisions. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist For full disclosures go to capitalgroup.com/global-disclosures. This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024.  American Funds aren’t registered for sales outside the U.S.  U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/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 ©2024 Capital Group
Apr 11
30 min
Can the U.S. economy survive higher interest rates?
Capital Group portfolio managers Will Robbins, John Queen and Michelle Black share their views on the stock and bond markets, including the impact of U.S. interest rates that are currently at a 23-year high. This podcast features excerpts from our February 29 webinar, “Asset allocation for 2024.” #CapGroupGlobal Related material Webinar: Asset allocation for 2024  For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  For full disclosures go to capitalgroup.com/global-disclosures   This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html To stay informed follow us onLinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ Copyright ©2024 Capital Group
Apr 3
21 min
Conversations with Mike Gitlin: Featuring Carl Kawaja
Capital Group CEO Mike Gitlin interviews Carl Kawaja, equity portfolio manager and chair of Capital Research and Management Company. Carl shares his thoughts about growing up on a Caribbean island, why he thinks humor is important to making good investment decisions, and how the rise of new weight loss drugs is affecting companies inside and outside the health care industry. #CapGroupGlobal   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.   Watch our latest vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist   For full disclosures go to capitalgroup.com/global-disclosures.   This content is published by Capital Group, home of American Funds Distributors, Inc. which will be renamed Capital Client Group, Inc. on or around July 1, 2024. American Funds aren’t registered for sales outside the U.S.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/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 ©2024 Capital Group
Mar 27
30 min
Will commercial real estate sink the U.S. economy?
Commercial real estate is in crisis. In this episode, Capital Group portfolio manager Xavier Goss discusses how work-from-home dynamics are casting a shadow on the market for office space, and what this trend could mean for the U.S. economy. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights. Watch our latest vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist For full disclosures go to capitalgroup.com/global-disclosures. Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ Copyright ©2024 Capital Group
Mar 21
25 min
The American energy juggernaut
Capital Group portfolio manager Paul Benjamin shares his optimistic outlook for the American energy sector, why he thinks oil prices are headed a lot higher, and how an industry that is "starved for capital" can thrive in the years ahead. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.   Watch our latest vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist   For full disclosures go to capitalgroup.com/global-disclosures.   Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.  Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html To stay informed follow us on LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ Copyright ©2024 Capital Group
Mar 13
36 min
Why women make great investors
In this episode, you’ll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industry. Each has invested through crises and learned from their successes and failures.    You’ll hear about the qualities of an effective management team, how important mentors are, and why women make great investors. #CapGroupGlobal   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.   Watch our latest vodcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist   For full disclosures go to capitalgroup.com/global-disclosures.   Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ Copyright ©2024 Capital Group
Mar 7
19 min
Lessons from a research trip to India
Freshly returned from a research trip to India, Capital Group investment director Natalya Zeman, India Affairs Specialist Anirudha Dutta and equity analyst Himanshu Sharma discuss how our  on the ground approach informs our investment decision making in one of the world’s fastest growing economies. #CapGroupGlobal   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.   For full disclosures go to capitalgroup.com/global-disclosures.   Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com    Join us: capitalgroup.com/about-us/careers.html   To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0  Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    Copyright ©2024 Capital Group
Feb 28
34 min
Conversations with Mike Gitlin: Featuring Rob Lovelace
Capital Group CEO Mike Gitlin interviews Rob Lovelace, equity portfolio manager and chair of Capital International, Inc. In this wide-ranging discussion, Rob shares his thoughts on the investment environment in the U.S., Europe and Asia, his love of geology, and the long-held belief that his biggest competitive advantage is time. #CapGroupGlobal   Watch on YouTube: https://bit.ly/CG-Gitlin-playlist   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S. visit capitalgroup.com for Capital Group insights.   For full disclosures go to capitalgroup.com/global-disclosures   Capital Group, home of American Funds Distributors, Inc. American Funds aren’t registered for sales outside the U.S.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   Copyright ©2024 Capital Group
Feb 21
35 min
Investing in an election year
Capital Group political insiders John Emerson and Reagan Anderson discuss the key issues and events that could shape the outcome of U.S. elections in November. What would a second presidential term for Joe Biden or Donald Trump mean for America? Listen in to find out. Related resources:Election year investing insights For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclosures. American Funds Distributors, Inc. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.  
Feb 14
26 min
Waiting for stocks to go on sale
In a stock market driven by highly valued companies, Capital Group portfolio manager Alan Berro prefers to seek out stocks that go on sale. How does he identify them? Research and patience. Related resources:5 keys to investing in 2024 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclosures. American Funds Distributors, Inc. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.  
Feb 8
21 min
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