Capital Ideas Podcast

Capital Group
  • 4.7 (281)
  • INVESTING
  • UPDATED WEEKLY

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

  1. Rob Lovelace on the year ahead (2026 edition)

    1D AGO

    Rob Lovelace on the year ahead (2026 edition)

    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

    41 min
  2. Why being an investment analyst is the "best job in the world"

    FEB 5

    Why being an investment analyst is the "best job in the world"

    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

    30 min
  3. Finding durable value in high yield tech & financials

    FEB 4

    Finding durable value in high yield tech & financials

    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

    20 min
  4. 2026 Outlook

    JAN 29

    2026 Outlook

    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

    28 min
  5. Building resilience into portfolios over the long term

    JAN 22

    Building resilience into portfolios over the long term

    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

    25 min
  6. European utilities: Unlocking growth in the grid revolution

    JAN 20

    European utilities: Unlocking growth in the grid revolution

    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

    30 min
  7. Washington watch: Outlook for the U.S. midterm elections

    JAN 15

    Washington watch: Outlook for the U.S. midterm elections

    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

    30 min
  8. Banking on the big picture: How patience can pay off

    JAN 8

    Banking on the big picture: How patience can pay off

    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

    30 min
See All (308)

4.7
out of 5
281 Ratings

About

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

Information

  • Creator
    Capital Group
  • Years Active
    2017 - 2026
  • Episodes
    308
  • Rating
    Clean
  • Copyright
    © 2026 Capital Group. All rights reserved.
  • Show Website
    Capital Ideas Podcast

You Might Also Like