Capital Ideas Investing Podcast

Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Where are the most compelling opportunities in stocks and bonds? What’s the likely path of inflation and interest rates? How will the incoming Trump administration impact the global economy? 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://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://bit.ly/42uSYbm       YouTube: https://bit.ly/4dFTE1B       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

What does a portfolio manager have in common with a pilot? Tune in to hear Capital Group Vice Chair Jody Jonsson, who is both, discuss her adventures in the sky and in the markets with our CEO Mike Gitlin. Listen as Jody explains how earning her pilot’s license helped her evaluate aerospace companies, among other compelling investment opportunities. #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   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

Capital Group portfolio manager Rob Lovelace and investment director David Polak discuss "The New Geography of Investing," an approach to evaluating companies based on where they do business rather than where they are headquartered. Roughly a decade after Capital highlighted this concept in a white paper, is it still new? Is it still relevant to the global equity markets? And how will it fare in a world where globalization appears to be in retreat? #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://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://bit.ly/42uSYbm       YouTube: https://bit.ly/4dFTE1B       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

Portfolio manager Mark Casey, equity investment analyst Mihir Mehta and economist Jared Franz break down key AI developments and how the next phase of AI could unfold. They discuss autonomous vehicles, the AI stack and a potential AI winter. This podcast features excerpts from our October 24 webinar, "AI spending spree: Where’s the payoff and what’s next?" #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   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

When it comes to investing in bonds for income, what’s the best combination? Damien McCann, a fixed income portfolio manager at Capital Group, talks with Mike Gitlin about how he approaches investing across corporate investment-grade and high-yield bonds, emerging markets debt and securitized credit. Damien also shares his unconventional path to working at Capital Group. If you want more insights on differentiated multi-sector investing and how our bond managers navigate risky environments, this episode is for you. #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   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

From artificial intelligence to an industrials boom, Capital Group portfolio manager Greg Miliotes talks about risks and opportunities he sees over the next three to five years. In this episode, Greg breaks down his framework for investing during times of volatility, why experiential travel could be the next big trend and how his role as a former analyst shapes his investment style. #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   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

Capital Group election watchers John Emerson, Matt Miller and Reagan Anderson discuss the political, economic and market implications of U.S. President-elect Donald Trump’s sweeping victory on Election Day. They offer their views on everything from tax and trade policy, to key cabinet appointments, to the United States’ evolving leadership role on the global stage. #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   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

What can investors expect from bonds now that interest rates are declining? Discover how bonds are back to their critical roles of providing income and diversification from equity markets. In a conversation with Mike Gitlin, Principal Investment Officer Pramod Atluri of The Bond Fund of America® discusses the Federal Reserve, his economic outlook and the mental models guiding his decisions. Pramod also gives us a glimpse into life with seven kids. If you’re curious about where interest rates could land and how top minds at Capital Group navigate uncertainty, be sure to catch this valuable discussion. #CapGroupGlobal  Take a look at the reading list Pramod mentions in this podcast: https://bit.ly/PDA_reading 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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   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

Can a value investor find opportunities in growth-oriented areas like artificial intelligence? Capital Group portfolio manager Charles Ellwein believes he can — by scouring the market for solid companies that aren’t often featured on the front page of the Wall Street Journal. In this podcast, Ellwein shares his approach to identifying value in a market dominated by high-priced stocks. #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://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://bit.ly/42uSYbm       YouTube: https://bit.ly/4dFTE1B       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

Blockbuster drugs like Ozempic and Zepbound may appear to be overnight successes but were actually the result of years of research and incremental breakthroughs. In this podcast, Capital Group biopharmaceutical analyst Judith Finegold and investment director David Polak discuss how we have reached a renaissance in drug discovery, the changing dynamics of the global health care payments landscape and why successful investing in the biopharma industry requires deep understanding of not only the science but also the business dynamics. #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://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://bit.ly/42uSYbm       YouTube: https://bit.ly/4dFTE1B       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  

Curious about investing in the fast-paced retail sector? Anne-Marie Peterson, an equity portfolio manager at Capital Group, speaks with Mike Gitlin about her experience shopping for opportunities among retail companies, including Home Depot, Costco and Starbucks. Learn why she believes a strong company culture is crucial to retail success. Don’t miss this engaging discussion. Subscribe for more expert interviews and insights. #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   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

In the 2008 movie "The Curious Case of Benjamin Button," the title character played by Brad Pitt ages in reverse — from an old man to a young child. Could the U.S. economy be doing something similar? Capital Group economist Jared Franz thinks so. In this podcast, Jared explains his rationale and what it could mean for the financial markets. #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://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://bit.ly/42uSYbm       YouTube: https://bit.ly/4dFTE1B       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

Capital Group equity portfolio managers Don O'Neal and Justin Toner add their voices to the age-old debate over growth versus value. With growth investing enjoying a long winning streak, is it time for value stocks to shine? This podcast features excerpts from our September 19 webinar, "Growth vs. value: Is the tide turning?" #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B    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

Generative AI has the potential to revolutionize media and advertising, but what does this mean for investors? Brad Barrett, an investment analyst at Capital Group, speaks with Mike Gitlin about the evolution of streaming, the promises of generative AI, and lessons learned from past investment trends. Whether you're a financial professional or tech enthusiast, this episode offers valuable insights about the future of media. #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   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

We explore the future of food. In this episode, Capital Group analyst Rob Beale talks about how new farming practices and regenerative agriculture have unearthed opportunities for companies across industries to combat food waste and lower emissions. He also discusses the future of alternative proteins such as lab-grown meat. #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B    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

Artificial intelligence has dominated headlines and markets for the better part of two years. Can the technology live up to its lofty expectations? U.S. economist Jared Franz discusses AI’s potential to transform economies and labor markets, the vast amount of resources AI infrastructure requires, and why he thinks an AI winter is on the horizon. #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B    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  

Ever wonder how the municipal bond market works? Courtney Wolf, a fixed income portfolio manager at Capital Group, speaks with Mike Gitlin about the advantages of tax-exempt income and the importance of public finance to the U.S. economy. She also explains how winning a college national championship in lacrosse helped develop her competitive spirit as a muni investor. Don’t miss this engaging conversation. Subscribe for more expert interviews and insights. #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B    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  

Portfolio manager Chapman Taylor reflects on three decades of investing in emerging markets at Capital Group. He offers his outlook for developing economies, why he thinks Indonesia may be the next shining star in Asia, and how building close relationships has been the key to success throughout his career. #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B    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  

Evaluating troubled companies can uncover both risks and opportunities. Capital Group analyst Todd Saligman and portfolio manager Steve Watson explain how they approach investing in companies during times of crisis. #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://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://bit.ly/42uSYbm  YouTube: https://bit.ly/4dFTE1B  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  

Capital Group CEO Mike Gitlin interviews Winnie Kwan, an equity portfolio manager based in our Hong Kong office. As one of Morningstar’s top female fund managers of 2024, Winnie discusses her investment edge, what she learned from the Asian financial crisis, and how she applied those lessons years later in the global financial crisis. She also shares her thoughts on investment themes driving the rapid growth of emerging markets. #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://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://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   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