Capital Ideas Podcast

Capital Group
  • 4.7 (274)
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  • 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. India's strategic autonomy in global markets

    1D AGO

    India's strategic autonomy in global markets

    With volatility on the rise in global markets, investors are searching for stability. Some have their eyes on India and their longtime strategic autonomy to provide the predictability and resilience needed in the new trade order. Host Natalya Zeman and guest Anirudha Dutta break down the reforms, policies, and  global positioning for India. Topics include: India's approach to trade and regulation The benefits of institutional continuity and reform Opportunities in supply chain reconfiguration and emerging sectors The impact of demographic trends and technology on 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. 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

    19 min
  2. Uncovering overlooked tech opportunities and the next layer of AI

    6D AGO

    Uncovering overlooked tech opportunities and the next layer of AI

    Veteran tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector. This, coupled with his firsthand experience across Asia's technology landscape, offers many lessons, including: How China's tech companies have moved from imitation to global innovation Why the dot-come burst shaped his approach to risk and opportunity What surprises investors most about Asia's tech sector – from super apps to electric vehicles From the evolution of business models to how the net phase of AI could impact revenue and costs, Sugi explains how deep industry knowledge and a long-term perspective can give investors an edge. #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

    32 min
  3. U.S. versus non-US equities: Is the tide turning?

    OCT 30

    U.S. versus non-US equities: Is the tide turning?

    So far in 2025, non-U.S. stocks are leading U.S. markets. Is this the start of a seismic change or another head fake? Portfolio managers Diana Wagner and Chris Thomsen explore what's driving global markets and how investors can adapt. This episode is adapted from our September 25 webinar, "U.S. versus international equities: Is the tide turning?"   Topics include: Why non-U.S. markets may be poised for a comeback Key macro and policy trends shaping global equity markets How U.S. markets are broadening beyond tech Portfolio allocation strategies for a changing investment landscape   #CapGroupGlobal For full disclosures go tocapitalgroup.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

    33 min
  4. Learning to thrive in unpredictable markets

    OCT 23

    Learning to thrive in unpredictable markets

    In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons: how to be comfortable with uncertainty,  why patience and trust in management matter, and how optimism and discipline drive long-term investment success.  In this episode, Lisa speaks with host Mike Gitlin about navigating unpredictable markets and finding value where others see risk. #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

    19 min
  5. Investing through shifting global trade winds

    OCT 16

    Investing through shifting global trade winds

    Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade. With tariffs and other trade barriers rising in many the world's largest economies, Higashi explains why he remains optimistic about the prospects for select multinational companies with the agility, resources and expertise to capitalize on this emerging new world order. #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

    24 min
  6. Indian Insights: The domestic story – Part One

    OCT 14

    Indian Insights: The domestic story – Part One

    Macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption. #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

    19 min
  7. From summer associate to CIO: Martin Romo on Capital Group's signature investment approach

    OCT 9

    From summer associate to CIO: Martin Romo on Capital Group's signature investment approach

    Martin Romo has spent more than 30 years at Capital Group — starting as a summer associate and now serving as chair and chief investment officer. In this conversation with Mike Gitlin, he shares lessons from his journey and explains the three pillars of The Capital System™: collaborative research, diverse perspectives and a long-term view.  You'll hear Martin's take on:  What many investors misunderstand about today's markets  Why he focuses on the "what" instead of the "when"  The warning signs he looks for in the research process  How Capital Group's culture and history shape decisions   A rare behind-the-scenes look at leadership, investing discipline and the mindset that drives long-term client outcomes. #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

    25 min
  8. Tariffs and trade deals: Where do we go from here?

    OCT 2

    Tariffs and trade deals: Where do we go from here?

    Sweeping changes in global trade are reshaping the world order, presenting new opportunities for investors while posing significant risks to the global economy. To shed some light on the unfolding events, Capital Group international policy advisor Tom Cooney shares his thoughts on the future of global trade, why tariffs are taking center stage, and whether a series of new trade deals are providing a template for the road ahead. #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

    31 min
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4.7
out of 5
274 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 - 2025
  • Episodes
    290
  • Rating
    Clean
  • Copyright
    © 2025 Capital Group. All rights reserved.
  • Show Website
    Capital Ideas Podcast

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