Capital Ideas Podcast

Capital Group
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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. Health check for the pharmaceutical sector

    HACE 1 DÍA

    Health check for the pharmaceutical sector

    Equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this space.#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 podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  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

    22 min
  2. From oil sands to OPEC: A disciplined approach to energy investing

    10 SEP

    From oil sands to OPEC: A disciplined approach to energy investing

    Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas. From boots-on-the-ground research in the Canadian oil sands to navigating geopolitical shocks and policy shifts, Andrea shares how she applies a process-driven, principles-based approach to the energy trilemma: balancing security, affordability, and sustainability. She also reflects on why she returned to Capital Group after a summer internship, how her investment approach has changed since transitioning from analyst to portfolio manager and how collaboration across asset classes leads to stronger investment decisions.  #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

    30 min
  3. Municipal bond investing amid rapid policy shifts

    4 SEP

    Municipal bond investing amid rapid policy shifts

    Turbulence in the municipal bond market has created some interesting opportunities for investors. Capital Group portfolio manager Chad Rach shares his thoughts on the events driving muni bonds this year, including an unusually high volume of new issuance. Chad also covers the interest rate environment and highlights a recent site visit that changed his investment perspective.  #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, Capital Converstaions, 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       https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html    Copyright ©2025 Capital Group

    32 min
  4. The changing face of media

    2 SEP

    The changing face of media

    Equity investment analyst Nathan Meyer looks at the changing face of media, from the dominance of streamers to the shift from computer game creators to platform companies. #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 podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  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. From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation

    28 AGO

    From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation

    Welcome to “The Power of Advice.” In this limited series, we’ve lined up industry leaders, business innovators and entrepreneurs to share their journeys of building brands, reinventing careers and learning lessons. In our first episode, we hear from Larry Fitzgerald, 11-time Pro Bowl wide receiver for the Arizona Cardinals. Larry joins Mike Gitlin to tell how the experience of interning at a financial services firm one offseason led to the founding of Larry Fitzgerald Enterprises, which has since notched over 200 investments. He discusses why he prefers early-stage investing and shares the advice he gives young people — including his own sons — about embracing discomfort as a path to 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 © 2025 Capital Group

    28 min
  6. CG + KKR: Unlocking private markets for everyday investors

    21 AGO

    CG + KKR: Unlocking private markets for everyday investors

    It started with an impromptu phone call and has evolved into a thoughtful, prudent approach to bring private markets within reach for more investors. Hear Capital Group CEO Mike Gitlin and KKR co-CEO Scott Nuttall discuss partnership, the importance of aligned corporate cultures and share perspectives on pursuing better outcomes for investors. #CapGroupGlobal           Capital Group (the "Adviser") and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors.         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
  7. Investing in AI for the long term: A tech investor’s view

    14 AGO

    Investing in AI for the long term: A tech investor’s view

    As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who got her start as a tech investor after the dot-com bubble, brings her global perspective to Capital Group to help discern which companies may thrive in the AI revolution – and which may get left behind. She sits down with Mike Gitlin to discuss the challenge facing companies in the AI race, how her international upbringing and optimistic nature teach her to be bold and tune out noise, and how she found a home at Capital Group thanks to its embrace of long-term investing. Tune in to hear where a seasoned tech investor is seeing the most 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 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

    27 min
  8. Finding the ‘DeepSeek moments’ across Asia

    12 AGO

    Finding the ‘DeepSeek moments’ across Asia

    Equity investment analysts Celia Huey outlines current investment opportunities in China, innovation in the technology and healthcare sectors and the benefits of local fundamental research. #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 podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  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

    18 min
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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.

Información

  • Creador
    Capital Group
  • Años de actividad
    2017 - 2025
  • Episodios
    279
  • Clasificación
    Apto
  • Copyright
    © 2025 Capital Group. All rights reserved.
  • Mostrar sitio web
    Capital Ideas Podcast

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