Podcasts about capital group

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. 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

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 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/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 

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.  #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

Eric Mogelof is the head of Global Client Solutions at KKR, one of the world's leading alternative asset firms with roots in private equity dating back to 1976. KKR currently manages $640 billion in assets, across approximately $250 billion in credit, $200 billion in private equity, and $160 billion in real assets. The firm's objective in private wealth is to deliver the same strategies, performance, and quality of experience to individuals as it does institutions.   Our conversation shares how a longstanding brand in private equity has adapted to serve the wealth channel in the last five years. We trace Eric's path to KKR after a long run leading private wealth at PIMCO, the growing demand for alternatives among individual investors, innovation behind evergreen structures and interval funds, and importance of brand, customized products, and advisor education.   Eric shares how KKR is investing in marketing, digital engagement, and on-the-ground sales to reach advisors globally, and the firm's partnership with Capital Group to expand access for non-accredited investors. We also cover the competitive landscape and the opportunities and challenges of making alternatives more accessible to a broader range of investors.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

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. 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 

España quintuplica la media europea en la fiscalidad de la vivienda y solo es superada por Canadá dentro de la OCDE. Ahora, el foco está en el alquiler turístico, que sufrirá una subida del IVA en el 2028 debido a la normativa europea. Amadeo Navarro Medina, Cofundador de Homely Capital Group, comenta en Capital Intereconomía que estas medidas están orientadas para beneficiar a los grandes operadores turísticos, “o te vuelves empresario o no juegas” apunta. La vivienda turística es algo distinto a un apartamento turístico. La vivienda se refiere a los pequeños propietarios que tenían una vivienda residencial y la ponían en actividad turística. Un apartamento turístico son los edificios completos orientados a esa actividad. Estos poseen categoría terciaria, por lo que, tal y como asegura el invitado, “no se van a ver afectados por el aumento de los impuestos”.

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 meetings with management. If you're looking for ways to recognize value in the present rather than some far-off future, 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://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

Want to build the working relationships that open doors—and keep them open? In this episode of How Leaders Lead, David talks with Frank Edwards, Managing Partner of Aqueduct Capital Group. You'll see how Frank has built a stellar reputation—not through flashy networking, but by showing up consistently, giving credit freely, and treating every relationship with long-term respect. It's a masterclass in building trust that lasts! You'll also learn: What your top priority should be as you're scaling One key element of a strong sales culture How to follow up after someone opens a door for you Why you need a support system Take your learning further. Get proven leadership advice from these (free!) resources: ⁠The How Leaders Lead App⁠: A vast library of 90-second leadership lessons to stay sharp on the go  ⁠Daily Insight Emails⁠: One small (but powerful!) leadership principle to focus on each day Whichever you choose, you can be sure you'll get the trusted leadership advice you need to advance your career, develop your team, and grow your business.

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 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

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 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/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

En Capital Intereconomía, Álvaro Fernández, co-director de desarrollo de negocio de Capital Group Iberia, comenta las oportunidades que surgen a raíz la volatilidad que nos deja el mercado estas últimas semanas. Con respecto a esta situación Álvaro Fernández indica que “siempre intentamos aportar un poco de luz y evitar los ruidos externos”. Además, el invitado recalca que “Aunque la situación parezca una catástrofe, realmente estamos viendo caídas relativamente normales”.

En la hora de la inversión le tomamos el pulso a los metales precioso de la mano de Javier López, director CEO de SilverGold patrimonio. También entrevistamos a Álvaro Fernández, co-director de desarrollo de negocio de Capital Group, Iberia en el foro de la inversión. E Itziar Pernía Gómez, Socia Directora de Legal por Naturaleza ayuda a nuestra audiencia con sus dudas sobre herencias.

Today's guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today's episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, and the evolving landscape of sports gambling. Carl also reflects on the enduring value of certain companies, particularly in the context of evolving market conditions. (0:00) Starts (1:46) Intro (8:04) Compounding investments (13:47) Global investment insights (21:35) Market sentiment and trade policy discussions (28:01) Emerging markets (32:11) Tech, AI, and healthcare (37:34) Sports gaming industry (51:42) Biotech and healthcare investment opportunities (57:00) Carl's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

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-seeking investment ideas for your portfolio, 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://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

In this episode of Views from the Bus, Beacons Capital Group Founder and CEO, John McLean, shared some amazing tips about non-dilutive debt. That may sound like a mouthful of financial jargon, but listen to the podcast and learn how capital preservation and growth strategies can quickly benefit your company. In one example John gave a rapid growth company in our space had simply outgrown their capital. As a last-ditch strategy, the Founders planned to offer 40% of their equity; instead, they sought advice and inventory financing through Beacon's. Now a few years later, the sales scaled, the Founders retained their equity, and of course, their earnings scaled as well. Multi million dollar good decision. Listen in and check out Beacons Capital Group website!

Most people have never even heard of a self-directed IRA—let alone understand what it can actually do for their financial freedom. With only 5% of IRA holders choosing this path, it raises the question: is the traditional route limiting your investment options? In this episode, we're joined by Aaron Fragnito—real estate investor and founder of People's Capital Group—to demystify self-directed IRAs. He explains how you can invest in real estate, private businesses, and even crypto inside your IRA... while avoiding common pitfalls that could land you in hot water with the IRS. If you've ever wondered whether alternative investing belongs in your retirement strategy, this episode is for you.

Con Amadeo Navarro Medina, Cofundador de Homely Capital Group, analizamos el dato de las solicitudes de compra venta de viviendas que supimos ayer. Aumentaron un 14%, algo que no se veía desde 2007. Nuestro invitado nos destaca que “estamos en el mejor momento que atraviesa el mercado inmobiliario”. Además, pone el foco que no solo es en Madrid y que ocurre con más ciudades importantes de España. Para él, la clave es que muchos ciudadanos quieren vivir en estas grandes ciudades. Amadeo Navarro Medina pone el foco también en el apartado demográfico. El cofundador de Homely Capital Group nos cuenta que “España es de los pocos países que espera en los próximos años espera un crecimiento demográfico”

Do you have a defined referral plan? Do you get as many referrals from CPAs and attorneys as you send to them? Have you segmented your book by how likely clients are to refer people to you, not just their net worth? Molly Bennard is the president of international operations at Focus Financial, a firm with over $400B in AUM (as of December 2024). She joins Capital Group practice management consultants Jon Wainman and Max McQuiston to help advisors create, improve and execute their client and center of influence (COI) referral plans.

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 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

On this episode of the Best Ever CRE Show, Amanda Cruise and Ash Patel interview Aaron Fragnito, co-founder of People's Capital Group, about his multifamily and mixed-use investing strategy in New Jersey. Aaron shares how he's thriving in a competitive market through off-market deals, aggressive repositioning, and capitalizing on low cap rates. He discusses his move into Class A assets, insights on managing older mixed-use properties, and his pivot from house flipping to scaling syndications with institutional capital. Aaron also reveals the structure of his capital-raising team and the operational challenges behind the scenes. Aaron Fragnito Co-founder Based in: Somerville, NJ Say hi to them at www.peoplescapitalgroup.com www.linkedin.com/in/aaron-fragnito-620b93173/ www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHg vikingcapllc.com Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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 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/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 

On today's show, we'll cover two very important – yet very different – topics. First, there are five retirement account moves you can still make for 2024. Yes, it's amazing what you might still decide to do given the law and your own financial situation, especially if you'd like to save on taxes as well as some extra dollars. You might be a bit surprised, so be sure to listen in to see if there's something here for you! Second, we'll review an article from Capital Group called “Will economic uncertainty knock the Fed off course?” Some might say that the Fed already seems to be playing second fiddle with policy, and today we'll hear why that might be the case. It would appear the Fed is taking a “wait-and-see” approach to allow the smoke of uncertainty to clear and thus allow them to make a solid decision. We'll discuss this with lots of background information and stats to help bolster your situation. Tune in and take control!

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 insights from her widely read research paper, “The Girlfriends' Guide to Stocks,” which compares investing to dating and highlights elements of a healthy long-term relationship. If you're interested in learning about navigating crises and finding long-term investment opportunities, 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://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

Javier García Fernández, director de Velaria Inversores, analiza la situación de los mercados. La implementación de los aranceles genera una situación de mucha volatilidad, que afecta también a la renta fija. Aun así, tras días de bajadas, hoy vemos el repunte de varios índices y empresas. Javier García, comenta que “no hay un problema real económico base, como para esperar una caída grande del mercado”. Es por ello que ahora estamos viendo un repunte en las bolsas de valores. También explica que “El mercado es una máquina de descontar los peores escenarios posibles y eso es lo que estaba haciendo”. En este foro de la inversión, Javier García Fernández, también comenta cómo crear una cartera con muchas posibilidades de éxito. Cuenta que “Cuando tienes una cartera formada con cuatro gestoras internacionales como Fidelity, Capital Group o JP Morgan, es más probable tener éxito en las inversiones” ya que según explica “son gestoras que se dedican a la inversión en fondos y gestionan miles de millones de euros”. García Fernández insiste en que “desde Velaria Inversores, a nuestros clientes los dirigimos hacia los fondos dónde creemos que van a ganar más dinero a largo plazo”.

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of the 9innings Podcast, Kevin Thompson, founder of 9i Capital Group, and Joy Slabaugh MTax, MA, LACMH CFP®, explore the emotional and psychological dimensions of financial decision-making. Kevin shares a personal story about a client's emotional distress due to financial losses, emphasizing the importance of understanding clients' emotional experiences with money. Joy discusses her focus on the behavioral aspects of finance, highlighting how attitudes and beliefs about money impact happiness and financial decisions. The episode underscores the need for financial advisors to engage deeply with clients to foster better financial well-being. Joy's Background and Focus (00:03:34) Consumerism and Society (00:06:40) Client Case Study (00:08:29)Shifts in Client Behavior (00:11:12) Psychological Manipulation in Marketing (00:12:35) Approaching Financial Conversations (00:14:42) Emotional Responses in Decision-Making (00:16:28) Advisors' Growth Cycle (00:18:09) Importance of Emotional Relationships (00:22:02) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: https://www.facebook.com/MLB2CFP Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

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.           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 

In this episode, Bill welcomes Fernando De Leon, founder of Leon Capital Group, to explore the intricacies of private capital, real estate investments, and long-term wealth creation. Fernando shares his unique upbringing along the U.S.-Mexico border and how it shaped his approach to business and investment strategy. He discusses his early career at Goldman Sachs, his transition into entrepreneurship, and how he successfully navigated the financial crisis to build a diversified, multi-sector investment firm. The conversation highlights Leon Capital's evolution from special situations investing to an operator-led model spanning real estate, healthcare, and financial services. Fernando offers insights into his approach to patient capital, the role of alternative investments, and the importance of adapting to market inefficiencies. He also discusses the firm's recent expansion into fund management via iCapital, as well as the role of technology and data analytics in shaping investment decisions. The episode concludes with a deep dive into Leon Capital's scholarship program, emphasizing the importance of investing in future generations and staying connected to evolving trends in business and technology.

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. 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

In this episode of the 9Innings Podcast, I, Kevin Thompson, founder and CEO of 9i Capital Group, explore the possibility of balancing the U.S. federal budget. I break down the national deficit, government spending, and tax revenue, proposing potential solutions like budget cuts and tax reforms. I use hypothetical scenarios, including significant spending cuts and implementing tariffs, to illustrate paths to a balanced budget. I emphasize the complexities of economics versus simple math, highlighting the potential impacts on the economy. The episode aims to educate and engage listeners on this critical financial issue, encouraging informed discussions about the nation's fiscal future.Creative Budget Cuts Scenario (00:02:05)Tax Cuts and Revenue Impact (00:03:19)Tariffs and Revenue Generation (00:04:27)Final Revenue Calculations (00:05:45)Elon's Budget Cuts Revisited (00:07:07)Economic Growth Considerations (00:10:21)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-pageFollow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428facebook: / mlb2cfp Buy MLB2CFPHere: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.comDisclosure: https://sites.google.com/view/9idisclosure/disclosure

En "La hora de la inversión" Jose Antonio Esteban, CEO de IronIA Fintech nos explica nuevas herramientas para invertir en fondos de inversión En el foro de la inversión entrevistamos a Álvaro Fernández Arrieta, codirector de desarrollo de negocio de Capital Group. Y Jorge Colmenarejo Sanz, Analista de Fondos de Inversión y Fundador de fondosafondo.es ayuda a nuestra audiencia con las mejores ideas de inversión en el consultorio de fondos.

Álvaro Fernández Arrieta, codirector de desarrollo de negocio de Capital Group, analiza la actualidad de los principales mercados, distintos activos y también la situación de la renta fija y renta variable. En un contexto de incertidumbre provocada por la guerra arancelaria, Arrieta asegura que “el fondo mixto puede ser una de las mejores alternativas”, también hace un llamamiento a la calma de cara al día de mañana “si nos vamos al 2020, con todo lo que llegó a pasar, lo más normal habría sido salir de los mercados, pero eso habría sido un error”. Sobre mezclar renta fija y renta variable opina que “en función del perfil de riesgo de cada uno, es importante saber en qué plazo se quiere invertir y luego lo tranquilo que quiera estar cada uno”.

 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.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

What drives a successful start-up employee to leave the security of a lucrative role after a major acquisition to become a founder? In this episode of The Angel Next Door Podcast, Marcia Dawood explores the fascinating journey of Caitlyn Driehorst, an exited entrepreneur and financial service expert. Caitlyn shares her unique path—from majoring in Russian and English literature to becoming a strategic consultant for financial services giants, before returning to her roots to build a company that focuses on high-impact finance management.Caitlyn's journey is as varied as it is impressive. Raised in a military family, she moved frequently across the United States before discovering her passion for financial services. A seasoned strategist and advisor, she has worked with companies like Boston Consulting Group and Capital Group, as well as navigating her own transformative exit through OpenInvest's acquisition by JP Morgan. Despite the allure of financial security with JP Morgan, Caitlin chose to strike out on her own—a decision driven by both personal values and a desire for broader impact.This episode is a must-listen for anyone interested in entrepreneurship, career development, or financial advisory. Caitlyn talks about the challenges of being a female entrepreneur in the financial space, discusses her ambitious goals for RightWise, and elaborates on the transformative power of strong financial planning. With insights into both the industry and personal growth, this conversation sheds light on balancing ambition with values and navigating the sometimes complex relationships between risk and opportunity. To get the latest from Caitlyn Driehorst, you can follow her below!https://www.linkedin.com/in/caitlyndriehorst/RightWise WealthRightWise Ambassador Program Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this episode of Mitten Money, Will & Kevin dive into the impact of artificial intelligence on the financial industry with Wassan Kasey and Winston Chang from Capital Group. As a practice management consultant, they share insights on how AI is shaping financial advising, enhancing efficiency, and changing the way advisors connect with clients.We discuss the opportunities and challenges AI presents, its role in investment management, and how financial professionals can adapt to this rapidly evolving landscape. Whether you're in the industry or just curious about the future of finance, this episode is packed with valuable insights.Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.

Natasha Braginsky Mounier is currently the co-chair of Girls Are Investors, a UK charity, and is a member of several boards. Prior to that, she had a remarkable career in investment management, covering Russia and emerging markets at Capital Group, where she retired from as a partner.We talked about her unique journey. She emigrated to the US from the Soviet Union and went on to become a leader in finance at a time when the field wasn't always welcoming to women. She shared what helped her thrive in male-dominated environments, how she built resilience, and skills she developed through her unconventional path — starting as a regional analyst rather than a sector specialist — and how those skills helped her navigate high-stakes investment decisions in volatile markets.In the second half of our conversation, we explored her leadership work around ESG investing, and her current role as Co-Chair of Girls Are Investors — a UK-based nonprofit working to improve gender diversity in the investment industry by inspiring and supporting the next generation of women investors.Contact Dino at: dino@al4ep.comWebsites:al4ep.comGirls Are Investors: gainuk.orgAdditional Guest Links:LinkedIn: linkedin.com/in/natasha-braginsky-mounier-62525721/Authentic Leadership For Everyday People / Dino CattaneoDino on LinkedIn: linkedin.com/in/dinocattaneoPodcast Instagram – @al4edp Podcast Twitter – @al4edp Podcast Facebook: facebook.com/al4edpMusicSusan Cattaneo: susancattaneo.bandcamp.com

Ed Hajim shares his remarkable journey from a tumultuous childhood—moving through foster homes and orphanages after being kidnapped by his father—to becoming a successful businessman and philanthropist. Hajim explains how his experiences became advantages later in life, teaching him adaptability, resilience, and self-confidence that fueled his success at the University of Rochester and beyond. Now dedicated to giving back, he focuses on helping young people through scholarships and education initiatives, guided by his philosophy that "anything is possible, education is the solution to everything, and never be a victim." Hajim offers powerful insights on finding purpose in later life stages through volunteerism, mentorship, and philanthropy, emphasizing the profound satisfaction that comes from helping others succeed. _______________________ Bio Ed Hajim, the son of a Syrian immigrant, is a seasoned Wall Street executive with more than 50 years of investment experience. He has held senior management positions with the Capital Group, E.F. Hutton, and Lehman Brothers before becoming chairman and CEO of Furman Selz. Hajim has been the co-chairman of ING Barings, Americas Region; chairman and CEO of ING Aeltus Group and ING Furman Selz Asset Management; chairman and CEO of MLH Capital; and chairman of High Vista, a Boston-based money management company. In 2008, after 20 years as a trustee of the University of Rochester, Hajim began an eight-year tenure as chairman of the university's board. Upon assuming that office he gave the school $30 million—the largest single donation in its history—to support scholarships and endow the Edmund A. Hajim School of Engineering and Applied Sciences. Through the Hajim Family Foundation, he has made generous donations to organizations that promote education, health care, arts, culture, and conservation. ______________________ For More on Ed Hajim Island of the Four Ps: A Modern Fable About Preparing for Your Future Website On the Road Less Traveled: An Unlikely Journey from the Orphanage to the Boardroom ______________________ Podcast Conversations You May Like Live Life in Crescendo – Cynthia Covey Haller How to Live a Values Based Life – Harry Kraemer ________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host  Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn __________________________ Wise Quotes On Reviewing Your Interests "Go back and look at your passions. If you left some passions behind,

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.         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

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.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

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 subcontinent. If you want to learn more about investing in a global economy and how taking risks in your personal and professional life can lead to opportunities, 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 ©2025 Capital Group

Christine Mueller is Vice President and Director of Office Services Operations & Engineering at Capital Group where she is passionate about creating excellence through coaching, strong relationships, and inspiring others to achieve their most challenging goals. Mike Petrusky asks Christine about her career journey and how she currently views the role of facility management, the evolution of the built environment and moving from traditional FM to a focus on workplace experience. They explore the challenges of talent acquisition in the industry, the impact of technology, and the importance of active listening in facility management. Christine believes that AI and other technologies will allow enable FM professionals to better support the workplace while creating seamless user experiences. In a fast-changing work environment, Mike and Christine offer practical advice and inspiration to help you be a Workplace Innovator in your organization! Connect with Christine on LinkedIn: https://www.linkedin.com/in/christinelmueller/ Learn more about Capital Group: https://www.capitalgroup.com/ Find out more about IFMA: https://www.ifma.org/ Discover free resources and explore past interviews at: https://www.workplaceinnovator.com/ Learn more about Eptura™: https://eptura.com/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/  

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 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

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 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

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-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

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. #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

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 that focus on downside protection, even when times are good, 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 ©2025 Capital Group

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 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

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 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

Capital Group chief executive officer Mike Gitlin and vice chair Jody Jonsson share their outlook for the markets, the economy and key industry trends — from the rise of artificial intelligence, to rapid advancements in health care, to the relative attractiveness of bonds as the Federal Reserve cuts interest rates. #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

How does the curiosity that inspires a global nomadic lifestyle also influence investing insights? Capital Group equity portfolio manager Gerald Du Manoir talks with Mike Gitlin about international trends shaping the market and why companies need to constantly reinvent themselves. Gerald shares his views on demographic trends, what high interest rates could mean for companies and why a signed Pelé ball sits on his shelf. If you want insights on long-term investing and international markets, 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