Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States. He outlines four scenarios for boosting domestic manufacturing and explains how each could impact the economy and job growth. He also identifies industries that could benefit from U.S. reindustrialization policy. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and...
Jun 26, 2025•16 min
In the second part of our look at African bonds, fixed income investment analyst Holger Siebrecht looks at the impact of commodities and focuses on the large South African market. #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 w...
Jun 24, 2025•13 min
Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades of navigating market volatility. She brings insights like “red flags” of company management teams, how she divides her investment portfolio into three buckets and the impact of the economic cycle on her investment approach. Hilda also shares how her love for learning and resilience amid tragedy shaped her worldview. Tune into this episode f...
Jun 18, 2025•29 min
Capital Group portfolio manager Lisa Thompson, a veteran investor in international markets, shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from the rivalry between the U.S. and China. She also explains why she expects a new group of companies to lead markets in the coming years. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management i...
Jun 12, 2025•25 min
Fixed income investment analyst Holger Siebrecht looks at African bonds and their role in the wider emerging market debt (EMD) universe. He discusses how the region is faring amid tariff-related volatility and what these bonds can bring to an EMD 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 capitalg...
Jun 10, 2025•17 min
“Being an analyst is the best job in the world,” says Greg Wendt, who happens to be the longest-serving analyst in Capital Group history. Wendt, who is about to wrap up a 37-year career, shares tales from his time venturing into the wild world of small-cap stocks, leveraging his college job at a department store into an interview with Sam Walton, legendary founder of Walmart, and helping launch Capital Group’s first-ever small-cap strategy. He explains how on-the-ground research can reveal a com...
Jun 05, 2025•29 min
The United States lost its triple-A credit rating last month from Moody’s, the last of the major rating agencies to give U.S. sovereign debt its highest assessment. What does it mean for interest rates, the U.S. economy and your investment portfolio? Capital Group economist Darrell Spence shares his 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 . I...
May 29, 2025•23 min
The ongoing energy transition has fundamentally changed the utilities industry. Fixed income investment analyst Barbora Matouskova looks at the shifting backdrop for European utilities and potential opportunities for bond investors. #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 Gro...
May 27, 2025•11 min
Recent stock market volatility underscores the importance of diversification. Equity portfolio manager Diana Wagner shares with Mike Gitlin that such volatility can also unearth investment opportunities. She seeks durable companies that can perform well throughout an economic cycle, emphasizing pattern recognition, turnaround companies and the importance of culture. If you’re interested in potential long-term investment ideas beyond artificial intelligence, this episode is for you. #CapGroupGlob...
May 22, 2025•33 min
After a decade of dominance, the U.S. dollar has fallen sharply in the first few months of 2025. As tariffs and geopolitical disputes upend the global economic outlook, could this be the end of one of the longest dollar rallies in U.S. history? Capital Group currency analyst Jens Sondergaard offers his 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....
May 15, 2025•22 min
In an era when too much information arrives at breakneck speed, simplicity has value. That’s one lesson Andrew Suzman, equity portfolio manager and chair of Capital Research and Management Company, shares from a more than 30-year career as he sits down with Mike Gitlin for a discussion on the fundamentals of investing. Suzman explains how country of domicile may be obscuring the potential of great companies, how investors ignore valuation at their peril and why he still brings a calculator to me...
May 08, 2025•29 min
Capital Group portfolio managers Jody Jonsson and Chit Purani discuss their views on the equity and fixed income markets amid rising tariffs and escalating trade disputes around the world. Will tariff-related volatility continue to roil the markets? Tune in to hear 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...
May 01, 2025•34 min
Equity investment analyst Rich Wolf looks at how increased life expectancy is reshaping healthcare and investment strategies, highlighting advancements in healthcare, the impact of aging, and promising areas in medical technology. #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 ...
Apr 29, 2025•20 min
High-yield bonds are showing strong income potential. Bond manager David Daigle discusses how these bonds have evolved from the 1980s’ debt-fueled buyouts depicted in the movie Wall Street . In a conversation with Mike Gitlin, he compares high-yield debt investing to avalanche safety training and shares which investors may benefit from exposure to high-yield bonds. David also relays how investing in companies that ended in bankruptcy shapes his view on risk. If you’re interested in income-seekin...
Apr 24, 2025•27 min
Veteran equity portfolio manager Chris Buchbinder explains the importance of patience in periods of market volatility and economic upheaval. He draws parallels between past crisis events and today’s brewing global trade war, and talks about where he is finding long-term investment opportunity. #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 bas...
Apr 17, 2025•22 min
With the traditional autos sector in the midst of huge disruption, fixed income analyst Danny Jacobs looks at the challenges and opportunities in this part of the bond market. #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...
Apr 15, 2025•20 min
The COVID pandemic may be over, but the experience continues to influence society and investments. Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real estate and health care to labor market dynamics. Within health care, Cheryl discusses how regulatory changes could impact the industry significantly given the government’s role as the largest payer. She also shares insight...
Apr 10, 2025•32 min
Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide. From his time mowing lawns to serving as a ball boy for the Kansas Jayhawks, Matt brings a Midwest mindset to stock picking, and explains why this latest bout of U.S. market volatility underscores the importance of a diverse portfolio. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ...
Apr 03, 2025•33 min
Fixed income investment analyst Etrit Vllasalija looks at investment opportunities within the European banking sector, focusing on differences between US and European banks and the impact of recent regulatory changes. #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. Wat...
Apr 01, 2025•17 min
Capital Group’s Mike Gitlin interviews pioneering emerging markets investor Victor Kohn as he retires after four decades in the business. Kohn, who helped manage the world's first emerging markets equity fund launched in 1986, discusses how the global investment landscape has changed, his early days as an analyst covering South America, and why he continues to hold a positive outlook on China — the world’s largest emerging market economy. #CapGroupGlobal For full disclosures go to capitalgroup.c...
Mar 27, 2025•31 min
As tariff talk roils the financial markets, Capital Group economist Jared Franz and investment director David Polak discuss how protectionist trade policies could affect the outlook for the U.S. economy. Will rising policy uncertainty trip up an otherwise healthy economic environment? Tune in to hear their views. #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...
Mar 20, 2025•30 min
Cutting through the AI market noise, equity investment analyst Julien Gaertner discusses how fundamental research and in-depth analysis can help identify significant technological shifts and highlight areas they believe are set to benefit from these transformational changes. #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....
Mar 18, 2025•24 min
Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about how emerging markets have evolved to include world-class financial technology and social media businesses. He highlights how some of his very best opportunities have been his most controversial. Brad also describes how a retweet of one of his articles by Narendra Modi, the Prime Minister of India, brought attention to Capital Group’s views on the subcontin...
Mar 13, 2025•32 min
Want to learn how some of the best women investors thrive in a competitive industry? In this episode, you’ll hear from five portfolio managers with a combined 155 years of investment industry experience. You’ll hear about habits that help them succeed, why culture matters and finding opportunities during market crises. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapita...
Mar 06, 2025•21 min
The cruise industry has seen a significant rebound in passenger volumes, surpassing pre-pandemic levels in many regions. Equity analyst Todd Saligman discusses some of the key trends and developments shaping the future of the industry. #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 G...
Mar 04, 2025•15 min
How can investors identify disruptive business models that can maintain growth? For Lara Pellini, it involves a travel-intensive, hands-on approach to evaluating companies. Listen in as Mike Gitlin interviews this London-based portfolio manager about everything from fashion trends to food delivery, and why she believes successful investing involves much more than just reading annual reports and quarterly financial statements. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-dis...
Feb 27, 2025•34 min
Dane Mott, a Capital accounting analyst, shares his experiences and insights from a trip he recently led to Columbus, Ohio for an up close view of how artificial intelligence is transforming the American heartland. Dane, an Ohio native, describes the vast transformation he has seen in the area, which is home to more than 40 data centers. He also shares some insights from research on differences between U.S. corporate titans and the rest of the economy. Tune in to hear Dane’s perspective. #CapGro...
Feb 20, 2025•28 min
When stock markets continuously reach new highs, investors might be tempted to throw caution to the wind — or conversely, stay on the sidelines. In this episode, equity portfolio manager Will Robbins talks with Mike Gitlin about potential market downturns and how a disciplined investment approach has helped him prepare for moments of crisis. He also gives his views on artificial intelligence and where he’s finding opportunities in slowing industries. If you’re interested in investment styles tha...
Feb 13, 2025•34 min
Wesley Phoa, a portfolio manager overseeing the American Funds Target Date Retirement Series® and other portfolio solutions, discusses his thoughts on investing at a time of heightened uncertainty. With trade wars and actual wars raging around the world, how should investors think about risk management when it’s difficult to know how these types of events will play out? Tune in to hear Wesley’s view. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest in...
Feb 06, 2025•26 min
There are many stock pickers in the asset management industry, but can they also take on basketball legend Michael Jordan in a pick-up game? Tune in to hear Capital Group portfolio manager Martin Jacobs share that story with Mike Gitlin. Martin also reveals the key elements of his investment style, including concentrated portfolios and close scrutiny of company management. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ...
Jan 30, 2025•33 min
