Podcasts about capital group

Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI.  #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered  advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and  may not be available for sale or purchase in all countries. All investments have risk, and you may lose  money. Past results are not a guarantee of future results. Statements attributed to an individual represent  the opinions of that individual as of the date published and do not necessarily reflect the opinions of  Capital Group or its affiliates. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at  getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates,  2026, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's  lives through successful investing. With our clients at the core of everything we do, we offer carefully  researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2026 Capital Group

Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global energy market. He also explains why the U.S. continues to hold its position as the number one oil producer in the world, and what that means for the U.S. 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 ©2026 Capital Group

Fixed income investment analyst Julian James discusses the prospects for investment grade US utilities.  Julian outlines why regulation is the key driver of quality for companies in this space and how he sifts  through such a large sector to find the most attractive opportunities for portfolios. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered  advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and  may not be available for sale or purchase in all countries. All investments have risk, and you may lose  money. Past results are not a guarantee of future results. Statements attributed to an individual represent  the opinions of that individual as of the date published and do not necessarily reflect the opinions of  Capital Group or its affiliates. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at  getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates,  2026, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's  lives through successful investing. With our clients at the core of everything we do, we offer carefully  researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2026 Capital Group

In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed to the point of writing press releases before any coding begins. In this episode, hear how he drives this culture, where he sees AI going next, and his advice for recent graduates. Key takeaways include: How Amazon has built a customer-obsessed culture Why AI is the most transformative technology of our time The future of drones, robotics and global connectivity Practical career advice for graduates #CapGroupGlobal   This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.  This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube:https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us: LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright © 2026 Capital Group

We've curated a special 10-minute version of the podcast for those in a hurry. Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/mike-gitlin-inside-capital-groups-philosophy-ownership/id1614211565?i=1000749180724&l=nbIn this episode, Nicolai Tangen sits down with Mike Gitlin, President and CEO of Capital Group, one of the world's largest investment managers. They discuss Capital Group's distinctive investment model, its long-term philosophy, and the firm's unique ownership structure that has shaped its success over nearly a century. Mike also shares his views on today's market structure and what it means for long-term investors, as well as how AI is transforming the way Capital Group works. They explore culture, career longevity, incentives, and what it really takes to build a sustainable investment organization.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund®, discusses his outlook for the global equity markets in 2026 and beyond. Joined by special guest, investment director David Polak, the two offer their views on shifting global trade winds, the rise of international markets, and the origins of the New Geography of Investing. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi  This content is published by Capital Client Group, Inc.  U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html  To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all  YouTube: https://www.youtube.com/@CapitalGroup/videos  Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2026 Capital Group

In this episode, Nicolai Tangen sits down with Mike Gitlin, President and CEO of Capital Group, one of the world's largest investment managers. They discuss Capital Group's distinctive investment model, its long-term philosophy, and the firm's unique ownership structure that has shaped its success over nearly a century. Mike also shares his views on today's market structure and what it means for long-term investors, as well as how AI is transforming the way Capital Group works. They explore culture, career longevity, incentives, and what it really takes to build a sustainable investment organization.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday. The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Isabelle Karlsson. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.

The end of 2025 is upon us, and it's been a great year, but we still have so much more to talk about! So, in an effort to "clear our plate," today's show is focused on giving the "heave-ho!" to so many topics we've yet to discuss. To start, there's the Top Three Investment Strategies for 2026, by Capital Group; AI Exuberance by Vanguard; and the 2026 Global Outlook by BlackRock. Nathan and Dennis will then discuss the significant market opportunities identified by the previously mentioned firms. And after that … just when you thought you could only retain so much information … Heidi will discuss the new deduction for seniors from an interview with Ed Slott. As always, please text or call us during the show with your questions. If you prefer, call us up at the office … we'd love to speak with you. And be sure to tune in next week, on Christmas Day, when we'll be doing our yearly Christmas storytelling and playing our favorite music from this year.

Is US exceptionalism truly dead? With Big Tech valuations soaring and global tensions rising, investors must choose: stay US-focused or diversify. Discover why the American formula for growth may still have legs, and where the most rewarding opportunities lie next as Genevieve Cua and Capital Group's Andy Budden dissect the threats to the US edge—from debt sustainability to global governance reforms in Asia. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. Highlights of the podcast: 02:02 Defining US exceptionalism 05:13 Three evolving threats to the US edge 08:40 Is AI a bubble? Not yet 13:45 The US-China AI dynamic 16:10 Asia's governance revolution --- Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Genevieve Cua (gen@sph.com.sg) With Andy Budden, investment director, Capital Group Edited by: Howie Lim & Claressa Monteiro Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Money Hacks: bt.sg/btmoneyhacks BT Podcasts: bt.sg/pcOM BT Market Focus: bt.sg/btmktfocus BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

What if your money could do more than sit in a retirement account?This month on Smart Women Talk, we're joined by Marcia Dawood, global leader in angel investing and author of Doing Good While Doing Well, for a conversation that will completely change how you think about investing.Marcia breaks down what angel investing actually is (no finance degree required), why women are uniquely wired to be exceptional investors, and how anyone—yes, even with as little as $100—can invest in ideas, founders, and innovations they care about.You'll learn:What angel investing really means (and how it's different from Shark Tank)Why women founders receive only ~2% of venture capital—and how that can changeHow to start investing with your values, not just your walletCreative ways to invest using donor-advised funds, IRAs, and equity crowdfundingSimple, low-risk first steps to explore this world without feeling overwhelmedIf you've ever wanted your money to reflect what matters most to you, this episode is a must-listen.Marcia Dawood is an early-stage investor and national leader in expanding women's access to capital, now championing a bold new message with her forthcoming book, Unapologetic Wealth: Rewrite Your Money Story from Any Beginning  (March 10, 2026).As Chair of the SEC's Small Business Capital Formation Advisory Committee, a venture partner with Mindshift Capital, and chair emeritus of the Angel Capital Association, she has helped rewrite the rules of who gets to build and benefit from innovation.She founded the ACA's Growing Women's Capital Group and has invested in more than 50 early-stage companies and funds, always pushing for diversity, impact, and financial agency. Marcia is also the award-winning author of Do Good While Doing Well and a TEDx speaker whose work inspires women to step into wealth with confidence and zero apology.Connect with Marcia at MarciaDawood.com.DISCLAIMER: The information Smart Women's Empowerment and Smart Women Talk provides is for general informational purposes only. All information is provided in good faith; however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF OR RELIANCE ON ANY INFORMATION PROVIDED SOLELY AT YOUR OWN RISK. We cannot and do not offer financial and/or medical advice. The information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, we encourage you to consult with the appropriate professionals before taking any actions based on such information.

Against the backdrop of the Dow Jones Industrial Average hitting 50,000, Jayme Colosimo discusses Capital Group's 2026 outlook. As the era of near-zero yields ends, bonds are now positioned to provide enhanced income and vital diversification within shifting interest rate environments. She also identifies emerging markets as a significant opportunity.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Investment analyst Kelly Murphy shares her journey from trading to investing and explains why learning for a living makes this role so dynamic and rewarding. Get an inside view on her day-to-day covering large-cap gaming and leisure, as well as small-cap investing. Catch more on: Gaming and leisure trends, regulatory risks and long-term outlook Kelly's process of "turning over rocks" to find companies early How a contrarian mindset and long-term perspective help her find comfort in discomfort Her advice for new analysts, including acting on conviction and balancing IQ and EQ #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.   Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.   This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.   For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright © 2026 Capital Group

Con Álvaro Fernández, corresponsable del negocio España y Portugal, Capital Group, hablamos sobre las estrategias de inversión de la compañía. En un contexto geopolítico convulso, el vértigo puede estar apoderándose de los inversores. Sin embargo, tal y como explica Fernández, esperar para invertir o no invertir, es la peor estrategia. “Hay gente que tal y como está la actualidad piensa en esperar para invertir, y la recomendación es que no espere” asegura, el experto financiero recalca que “lo importante es estar invertido” quitándole importancia a esperar al momento perfecto. “El mercado nos enseña que estas cosas en el corto plazo generan ruido pero que luego pasan y tenemos ejemplos para aburrir” añade. En este contexto, Fernández asegura que la fuerza está en Estados Unidos, y por ello es el lugar donde hay que invertir, pero ¿Qué estrategia seguir? Fernández contesta que “invertir a largo plazo, cuando nuestros clientes tienen rentabilidad en la cartera es porque nos hemos pasado mucho tiempo analizando y porque efectivamente les va a acompañar durante mucho tiempo”.

En Capital Intereconomía, el radar empresarial puso el foco en Alphabet, que presentó cifras récord, aunque con inquietud en el mercado por el fuerte incremento de su inversión en inteligencia artificial. El programa incluyó una entrevista con José Antonio Esteban, CEO de IronIA Fintech, y con Patricia Molpeceres, directora de inversiones en Allianz Bernstein, en la que analizaron el comportamiento de los mercados, la evolución de las carteras de inversión y el impacto del nuevo entorno financiero en la gestión patrimonial. En el Foro de la Inversión, Álvaro Fernández, corresponsable del negocio de España y Portugal en Capital Group, abordó el impacto del ruido político y de los cambios en la Reserva Federal sobre la inversión en Estados Unidos. Durante la conversación, se debatió sobre una posible burbuja en torno a la inteligencia artificial, las oportunidades a largo plazo en este sector, la ampliación del mercado y los activos con mayor potencial en la economía estadounidense. El espacio se completó con el consultorio de fondos de Jorge Colmenarejo Sanz, analista y fundador de fondosafondo.es, que respondió a las consultas de los oyentes y ofreció recomendaciones para invertir con criterio en el actual contexto de incertidumbre.

Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields, an often overlooked area. Sandro explains how he values companies in transition, and why terminal value and pricing power matter. He also explores the surge in AI-related issuance and the evolving role of private credit. #CapGroupGlobal  This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us  LinkedIn: https://bit.ly/42uSYbm  YouTube: https://bit.ly/4bahmD0  Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group  Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.  Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html  Copyright ©2026 Capital Group 

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, explores the rising costs of homeowner's insurance, focusing on Texas but noting nationwide trends. He explains why premiums and deductibles—especially for wind and hail—are increasing, often based on inflated home replacement values. Kevin shares personal policy details, highlights the financial strain on homeowners, and discusses the lack of true competition in the insurance market. He urges listeners to shop around, be proactive, and understand the broader affordability challenges facing both homeowners and renters today. Rising Homeowner's Insurance and Deductibles (00:01:05) Replacement Value vs. Tax Base (00:02:25) Escrow, Mortgage Payments, and Cost Increases (00:03:32)Financing High Deductibles (00:04:35) Wind and Hail Deductible Trends in Texas (00:06:53) Personal Policy Example and Financial Impact (00:08:18) Insurance Market Competition and Lobbying (00:11:03) Market Structure and Profits (00:13:25) 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: / 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

Drew Cohen is the founder of Speedwell Research and a portfolio manager at Davidson Kahn Capital Management, who uncovers competitive advantages by reading entire company histories spanning decades of transcripts and annual reports.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.https://www.tenzingmemo.com/3:00 - Drew describes his early money attraction, collecting dollar bills at age five and discovering the power of interest at his bar mitzvah, leading his father to introduce him to stocks.5:00 - First investing experiences: buying leveraged ETFs at 14, making $100 in two minutes, then immediately losing $100, learning markets can create and destroy wealth quickly.8:00 - Exploration of technical analysis through Dow Theory and Elliott Wave, realizing these pattern-based approaches kept adding rules to fit outcomes, concluding they were “BS” and abandoning them.10:00 - Discovering “The Snowball” at 17 changed everything, learning Buffett's lessons without having to lose more money personally through trial and error.15:00 - Deep research methodology explained: reading every transcript and annual report since IPO to find patterns that map onto future transitions and understand how companies behave under different conditions.20:00 - Meta example: three instances of monetization fears (desktop to mobile, feed to stories, stories to Reels) that all proved unfounded when studying company history.23:00 - Copart case study: finding one 2004 earnings call where they mentioned market share, crucial data point never discussed again but essential for understanding current competitive position.35:00 - Discussion of reading as filtering mechanism: eliminates 95% of companies immediately, leaving only truly interesting businesses worth deeper analysis.45:00 - Career trajectory: Goldman Sachs sell-side to Capital Group buy-side, learning institutional constraints firsthand before founding independent research firm.55:00 - Sell-side research revelation: buy ratings are relative to coverage universe, not absolute recommendations, creating fundamental misunderstanding of analyst intentions.57:00 - Buy-side problems: short-term performance pressures, peer judgment, window dressing (adding Nvidia when it's hot to satisfy clients), non-investment prerogatives polluting decisions.59:00 - Buffett's genius: structuring Berkshire with long-term capital he controlled, avoiding quarterly performance pressures that would have produced completely different results.1:00:23 - Success definition: doing what you want each day without trading tomorrow for today, echoing Naval's concept that you're retired when you stop deferring gratification.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Capital Group chief investment officer Martin Romo and portfolio manager Pramod Atluri share their 2026 outlook for the global economy and markets. Are we in the midst of an AI bubble or an AI boom? How far will the Federal Reserve go in its latest rate-cutting cycle? How might rising tariffs and trade tensions impact global economic activity? And what could it all mean for your portfolios? We'll tackle those questions and more. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi  This content is published by Capital Client Group, Inc.  U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html  To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all  YouTube: https://www.youtube.com/@CapitalGroup/videos  Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2026 Capital Group

For episode 671 of the BlockHash Podcast, host Brandon Zemp is joined by Dave Sedacca, Lead & Director of Polkadot Capital Group.Dave Sedacca is the Lead of Polkadot Capital Group and currently sits as Director of Finance at Parity Technologies, the core development team behind Polkadot. He leads Parity's financial strategy, spanning treasury management, planning, and institutional engagement. A long-time believer in emerging tech and crypto, Dave has been actively involved in the space since 2017. Prior to joining Parity, he worked across multiple sectors, driving financial and commercial strategy. 

Once synonymous with passive, index-based investing, ETFs have become a vehicle for active managers seeking to deliver differentiated returns. Today, active ETFs now outnumber passive funds among US-listed exchange-traded products for the first time.Scott Davis, Head of ETFs at Capital Group, joins us on this episode of ETF Innovators to discuss how the firm integrates over 90 years of investment expertise into modern ETF structures.

La nueva ley de alquileres obliga a que las viviendas de uso turístico cuenten con el permiso de la comunidad de vecinos, con el objetivo de regular el sector y mejorar la convivencia y la calidad de vida de los residentes. Según Amadeo Navarro, cofundador de Homely Capital Group, esta normativa es una consecuencia natural de un problema social existente y marca el inicio de una depuración del mercado que se acentuará hacia 2026. Las nuevas reglas impulsan un proceso de institucionalización del sector inmobiliario, aún muy atomizado en España frente a otros países europeos. Navarro destaca que España es una potencia turística mundial, pero con un mercado poco profesionalizado, lo que abre una gran oportunidad para actores especializados como Homely Capital Group. La compañía se posiciona para cerrar esa brecha mediante vehículos de inversión centrados en la compra de edificios completos con licencia turística, su rehabilitación y puesta en marcha con operadores de primer nivel. Buscando transformar activos en productos turísticos legales y eficientes, alineados con la nueva regulación. Homely Capital Group está preparando la salida a bolsa de una SOCIMI para marzo de 2026, con una estrategia clara: invertir principalmente en Madrid y otras ciudades clave como Málaga, Sevilla, Baleares o Lisboa, y generar valor en un horizonte de cuatro años. El objetivo es ofrecer a los inversores una TIR del 16% y duplicar el capital invertido, con una primera fase que ya cuenta con un edificio de 32 apartamentos turísticos en el centro histórico de Madrid. El proyecto se dirige a inversores que buscan alternativas al alquiler tradicional y una transición hacia un mercado turístico legal, concentrado y gestionado de forma profesional.

Happy New Year! This week on the radio show, we're kicking things off by zooming out and taking a thoughtful look at long-term perspectives for the markets and the economy heading into 2026. With so much happening in the world, both what we're seeing firsthand and what our long-term relationship analysts at Capital Group are observing - it feels like the perfect moment for a deeper conversation. There's a lot to unpack, so Heidi, Nathan, and Dennis are each tackling a different piece of the puzzle. Will this keep you on the edge of your seat? Maybe, especially if it's a small seat. The topic might lean a little nerdy, but we promise it's packed with insights that matter and can help you think more clearly about the road ahead. Tune in and take control!

There are so many financial topics to discuss these days, we're literally asking ourselves, "Where do we begin?" Let's dive in, shall we? We'll start today's show by reviewing the recent Kiplinger article, "Turning 59½: 5 Planning Moves Most Pre-Retirees Overlook," and discussing our options regarding withdrawing money from our retirement accounts. Next, Heidi will discuss "A SMART approach to tax-efficient investing," by the Capital Group. As the complexity of investing increases, so does the potential tax. She'll share several practical ideas to help you to focus on the reality of taxes on your investments. Nathan will then go over questions to ask a financial advisor when interviewing for a new relationship. And Beth will close the show with some very interesting stats! There's a lot of information to get through today, but we think this will prove to be very helpful. As always, we welcome your questions individually and over the radio. Tune in and take control!

Can you really use your 401(k) to buy a house — and would that actually make housing more affordable?There's growing discussion around a proposal tied to Donald Trump that would allow Americans to tap their 401(k) retirement savings for a home purchase, potentially without early withdrawal penalties. On the surface, it sounds helpful. But Econ 101 tells us the second-order effects matter.In this show Kevin Thompson, CFP®, EA, RICP®, founder of 9i Capital Group explains how this would actually work from a tax perspective, how it compares to first-time homebuyer IRA rules, and why increasing access to retirement money could ultimately push home prices higher.You'll learn:▶️ How 401(k) withdrawals are taxed (penalty vs taxable income)▶️ Why housing affordability is more about price than interest rates▶️ How increased demand impacts home values▶️ The long-term risk of pulling from retirement accountsThis is financial education — not political commentary.

Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil's hyperinflation to investing through the 2008 global financial crisis. She shares how those moments influenced her focus on capital preservation, sustainable dividend growth, and fact-based decision-making, including why not all dividends are created equal.   Key takeaways: A focus on how capital preservation and sustainable dividend growth can support long-term resilience. Collaboration between equity and fixed income teams may help uncover early warning signals. Opportunities may be emerging in non-U.S. markets and among stable dividend growers amid shifting global dynamics.   #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.   Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.   This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.   For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2026 Capital Group

Making the Invisible Visible: A SEAL's Mission to Redefine Mental HealthThis week on the Team Never Quit Podcast, Marcus and Melanie sit down with Jonathan Wilson, founder and CEO of INVI MindHealth, a groundbreaking mental-health technology company built on one powerful mission: to save and improve lives by making the invisible visible.Jonathan's journey is anything but ordinary. He began his professional career serving over a decade as a United States Navy SEAL, deploying to multiple combat theaters across several SEAL Teams. After leaving active duty, he carried the mindset of service into the private sector—first as an equity trader at Goldman Sachs in New York City, and later at Capital Group.In 2012, Jonathan co-founded and led the SEAL Future Foundation (SFF), a 501(c)(3) dedicated to supporting Navy SEALs in their transition beyond service. Under his leadership, SFF has helped thousands of SEALs and returned millions of dollars to the community—providing support in education, career development, and long-term well-being so operators can continue a life of service.Now, through INVI MindHealth, Jonathan is tackling one of the most critical challenges facing both the military and civilian worlds: mental health. INVI's technology leverages objective data to provide early insight, awareness, and intervention—bridging the gap between how someone looks on the outside and what's happening on the inside.Jonathan also brings elite academic credentials to the table, holding an MBA from the University of Oxford and graduating from the Program for Leadership Development at Harvard Business School.This is a conversation about purpose, prevention, and pushing the mission forward—no matter the battlefield.In this episode you will hear:• I inevitably landed on a book that I found from Vietnam: The Frogman Book and I thought: “What is this?” I read that and I was like: “This is it. This is what I wanna be.” (24:39)• Looking back now, I think the Lord is probably teaching me a lesson. I got caught with a fake ID card. You're done. From that point I hit one of lowest points. (27:22)• [I went to SEAL] Team 4. We ended up going to Bagdad. I did back-to back. It's what team guys want. We were doing DA's, hostage rescues; we were operating damn near every night. (45:16)• After being married and with 5 kids, and we had lost a lot of friends – maybe it's time to get out and I agreed. (48:04)• In my head I was thinking, what's the next hardest thing? That's how my brain thinks. (48:40)• I didn't think I'd fit outside. I partially still feel that way. (50:32)• SEALS wasn't my purpose. I think being a father and a Christian is. But I think the Lord put me on this planet to really see this business we're creating of helping as many people as possible with their mental suicide. Empowering them to be the best version of themselves they can be. (55:13)• We created INVI Mind Health. (IInvisibleVisible)  (57:12)• We created an algorhythm that pulls all the biometrics from any wearable you've got, and we help you get your mind score. (63:22)• [Marcus] When team start to spiral, they'll pull away. They don't want to detonate in front of their buddies. (66:34)• Our mission is to save lives by making the invisible visible. (72:29)

Equity investment analyst and portfolio manager Bobby Chada looks at the European utilities sector.  Bobby outlines what these companies can bring to a portfolio and why their traditional boring label is outdated as we enter a golden age of electrical grid building. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered  advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and  may not be available for sale or purchase in all countries. All investments have risk, and you may lose  money. Past results are not a guarantee of future results. Statements attributed to an individual represent  the opinions of that individual as of the date published and do not necessarily reflect the opinions of  Capital Group or its affiliates. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at  getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates,  2025, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's  lives through successful investing. With our clients at the core of everything we do, we offer carefully  researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2026 Capital Group

In this episode of the 9innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, breaks down how to properly interview a financial advisor before entering a long-term relationship.Kevin highlights the most common mistake he sees, clients not knowing what questions to ask, and walks through a practical framework covering tax advice, compensation, onboarding, specialties, and overall client fit.The conversation focuses on transparency, alignment, and how to recognize red flags early, so investors can avoid costly mistakes and make confident, informed decisions.The goal is simple: empower listeners to choose the right advisor and build a successful advisor-client relationship. Kevin wraps by inviting listener questions and sharing additional resources for deeper learning on the topic.The Problem with Interviewing Advisors (00:00:57)Why Proper Interviewing Matters (00:02:21)Who Does the Advisor Work For? (00:05:35)Understanding the Onboarding Process (00:06:55)Advisor Specialties, Credentials, and Ideal Client Profile (00:08:38)What Good Answers and Red Flags Look Like (00:09:52)Empowerment and Closing Remarks (00:11:10)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: / 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

Las bolsas europeas comienzan la semana con caídas tras la amenaza de Donald Trump de un arancel adicional del 10% a partir del 1 de febrero sobre productos procedentes de Dinamarca, Noruega, Suecia, Francia, Alemania, Países Bajos, Finlandia y el Reino Unido, que podría aumentar al 25% el 1 de junio si no se llega a un acuerdo sobre Groenlandia. El mercado mira también a la publicación de la inflación de la eurozona que se va a conocer este lunes. La semana estará marcada también por la publicación del PCE en EEUU, los resultados empresariales y la reunión del Foro de Davos. Además China cumple con los pronósticos y cerró 2025 con un crecimiento del 5%. En la tertulia de mercados de Capital Intereconomía, Mario González, responsable del negocio España, Portugal y US Offshore de Capital Group; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; Víctor Asensi, Country Head en España de DPAM; y Juan Martín Valiente, socio de AMCHOR Inv Strategies, analizan estas claves y su posible impacto en los mercados.

En Capital Intereconomía, la Tertulia de Mercados ha reunido a Mario González, responsable del negocio en España, Portugal y US Offshore de Capital Group; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; Víctor Asensi, Country Head en España de DPAM; y Juan Martín Valiente, socio de AMCHOR Investment Strategies. Durante el debate se ha analizado si los mercados muestran excesiva complacencia ante la geopolítica, con focos abiertos en Irán, Groenlandia, Venezuela y Ucrania, y hasta qué punto estos riesgos están siendo ignorados por los inversores. También se han comentado las expectativas ante la temporada de resultados empresariales y la importancia del deflactor PCE en Estados Unidos, una referencia clave para anticipar la hoja de ruta de la Reserva Federal en 2026 y el posible número de bajadas de tipos. La tertulia ha cerrado con ideas de inversión en renta variable y renta fija, debatiendo dónde encontrar valor en el actual entorno de mercado. El programa se ha completado con el análisis de preapertura a cargo de David Cortina, responsable de Renta Variable de Santander Private Banking, que ha repasado las claves del arranque de la sesión.

Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections, along with other major events that are likely to shape the policy landscape in the new year. How will the political winds shift in 2026 and why should investors care? Tune in to hear Matt's view. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi  This content is published by Capital Client Group, Inc.  U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html  To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all  YouTube: https://www.youtube.com/@CapitalGroup/videos  Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2026 Capital Group

European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join host Mike Gitlin and seasoned portfolio manager Alfonso Barroso, who brings over 30 years of investment industry experience, as they piece together the bigger picture behind the sector's rise. Alfonso shares how improved profitability and shareholder-friendly policies are shaping the future of European banks. In this episode, you'll also hear: Where Alfonso sees other hidden value pockets across Europe How focusing on downside risk can give investors an edge What global research trips have taught him about seeing beyond the headlines Tune in for a conversation that connects the dots on how a macro view and long-term perspective can promote better investment decisions. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results.   Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates.   This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures.  For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi  This content is published by Capital Client Group, Inc.  U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html  To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all  YouTube: https://www.youtube.com/@CapitalGroup/videos  Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html

Today's episode continues our ongoing mini-series covering organizations that have proven to be great training grounds of talent. There may be none larger and quieter than Capital Group, the $3.2 trillion global asset manager whose 650-person investment team and 9,400 associates have historically experienced a fraction of the turnover of industry norms. My guest is Mike Gitlin, the CEO of Capital Group, known for its long-term philosophy, private ownership, and multi-manager investment system. Founded in 1931 by Johnathan Bell Lovelace, Capital Group is one of the industry's largest and most enduring active managers. Mike joined the firm as a lateral hire in 2015, after more than two decades across the buy side, sell side, hedge funds, and global markets. Our exploration of Capital Group covers Mike's path through the investment industry, Capital's approach to recruiting and training talent, ownership model, client-centric focus, Capital System investment model, organization of a large, global team, and new product development. We close with Capital Group's five-year strategic plan as it approaches the firm's hundred-year anniversary in 2031. I've been fascinated by Capital for most of my life, as it was the professional home for my uncle, the late Jim Rothenberg, for his entire 45 year career. It is a privilege for me to share this conversation with memories of Uncle Jim in mind.   Learn more about our Strategic Investments: Old Well Labs, Thema, and Ascension Data. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Brian is: Managing Director, GlassRatner LinkedIn bio: https://www.linkedin.com/in/brianbuss I am Rolf Claessen and my co-host Ken Suzan and I are welcoming you to episode 170 of our podcast IP Fridays! We also want to wish you a happy holiday season and a successful year 2026! Today's interview guest is Brian Buss. He is the managing director of GlassRatner and my co-host Ken Suzan talks with him about the valuation of intellectual property rights and damages in infringement cases. But before we jump into the interview, I have news for you! A US start-up called Operation Bluebird is trying to take over the “Twitter” trademark. It has asked the USPTO to cancel Twitter word marks, arguing that Elon Musk's company X no longer uses them after the rebrand. Led by a former Twitter trademark lawyer, Operation Bluebird also filed its own “Twitter” trademark application. Commentators note that X could face challenges defending the legacy marks if they are truly no longer in use. In parallel, the US debate on patent quality and review procedures is intensifying. The USPTO proposed controversial rule changes that would restrict Inter Partes Review (IPR). The proposal triggered substantial backlash, with more than 11,000 public comments submitted—over 4,000 of them via the civil liberties group EFF. In the EU, a major trademark reform will take effect on 1 January 2026. It aims to simplify procedures, recognize new types of marks (including hologram, multimedia, and motion marks), and make fees more SME-friendly (e.g., lower base fees for the first class and discounts for timely renewals). Opposition procedures will be further harmonized across the EU, including a mandatory “cooling-off” period, so mid-sized brand owners should adjust filing and monitoring strategies accordingly. The Unified Patent Court (UPC) continues to see strong uptake, especially in Germany. In the first 18 months since its launch on 1 June 2023, well over 900 cases were filed, with German local divisions (Munich, Düsseldorf, Mannheim, Hamburg) leading in patent actions. While many early cases were filed in German, English now dominates as the main language of proceedings. The court has largely met its timelines, with oral hearings typically held within 12 months of filing. China has reached a milestone in its patent system: for the first time, a country has surpassed 5 million active invention patents. CNIPA emphasizes a strategic shift from “quantity to quality,” citing growth in “high-value” patents and higher commercialization rates for university inventions. China has also led global PCT filings for six consecutive years—signals of rapid technological progress relevant to IP planning for German SMEs. On 4 December 2025, the USPTO issued new guidance on “Subject Matter Eligibility Declarations.” These declarations allow applicants to submit additional evidence to support patent eligibility for emerging technologies such as AI systems and medical diagnostics, aiming to reduce the risk that breakthrough inventions are excluded from protection under strict eligibility case law. In December, the European Patent Office (EPO) introduced new patent-quality measures. Third parties can now submit observations on published applications or granted patents via a simplified online form. These Third-Party Observations—supported by evidence and even filed anonymously—go directly to examination teams to flag potential obstacles early. The Interview with Brian Buss: Ken Suzan interviews Brian Buss, a valuation and damages expert who describes his work as “financial detective” work: identifying what intellectual property and other intangible assets are worth and how they translate into measurable economic benefits such as sales, profit, earnings, or cash flow. Buss emphasizes that “IP” should be understood broadly, not only as formal rights (patents, trademarks, copyrights), but also as brands, technology portfolios, internet and social media assets, know-how, and other business intangibles that help generate economic value. A central point is that IP is often a company's most valuable resource but is rarely measured well. Buss cites a “value gap” he observed in middle-market public companies: market capitalization often exceeds the asset values shown on balance sheets, and much of the gap is explained by intangible assets and IP. He argues that valuation helps companies understand ROI on IP spend (prosecution, protection, enforcement) and supports better strategic decision-making. He outlines common scenarios that trigger IP valuation: internal management needs (understanding performance drivers), disputes about resource allocation (e.g., technology vs. marketing), external events (M&A, licensing, partnerships, franchising, divestitures), and pricing strategy (how exclusivity supported by IP should affect product/service pricing). On “how” valuation is performed, Buss summarizes the three standard approaches—cost (replacement/replication cost), market (comparable transactions), and income (present value of future benefits). He adds that strong IP valuation requires integrating three dimensions of analysis: financial factors (performance data and projections), behavioral factors (customer demand drivers, perceptions, brand recall, feature importance), and legal factors (registration/enforcement history and competitive IP landscape). For practical readiness, he advises companies to improve data discipline: maintain solid books and records; develop credible budgets, forecasts, and business plans; document marketing activities; and actively collect/monitor website and social analytics (e.g., traffic sources, engagement). He stresses that these datasets inform valuation even for technology assets like patents, because they reveal whether protected features are actually marketed and valued by customers. A concrete example is domain names, which he frames as “virtual real estate.” In due diligence for a domain sale, he would focus on analytics showing whether the domain itself drives traffic (direct type-ins, branded search terms, bookmarks) versus traffic driven by other marketing efforts. The key question is whether the address is known and used as a pathway to the business. In closing, Buss argues that while gathering the necessary information requires effort, the investment typically pays off through greater awareness of the most valuable assets, better strategic decisions, and stronger support for growth opportunities. He presents IP valuation as a virtuous cycle of information, insight, and improved decision-making—summed up in his recurring theme: knowledge of IP value is “power” to increase business profitability and enterprise value. Here is the full transcript: Ken Suzan: Our guest today on the IP Fridays podcast is Brian Buss. Brian is a managing director with Glass-Rattner Advisory and Capital Group. Brian provides financial analysis, corporate finance, and expert testimony around the world. Ken Suzan: Mr. Buss provides strategic advice for owners of intellectual property portfolios, transactional services such as acquisition due diligence and purchase price allocation, and valuation services for trademarks, patents, copyrights, brand assets, trade secrets, technology assets, and intangibles. Ken Suzan: During his career, Mr. Buss has provided valuation opinions and financial analysis in business disputes and in transactions, and he has been retained as a testifying expert and consulting expert in federal court, state courts, and arbitration proceedings. Ken Suzan: As an expert, Mr. Buss has provided over 100 expert opinions, served as an expert witness at trial and deposition, and has been published in numerous journals and publications. He is also a participant in the International Task Force on Intellectual Property Reporting for Brands. Ken Suzan: Brian holds an MBA from San Diego State University and a bachelor's degree from Claremont McKenna College. Welcome, Brian, to the IP Fridays podcast. Brian Buss: Thank you, Ken, for having me. I appreciate the opportunity. Ken Suzan: Excellent, Brian. Can you tell our listeners a little bit about your professional background and what you do in the world of IP? Brian Buss: Sure. I'm a valuation professional and an economic damages expert. Most of my work involves valuing intellectual property and intangible assets and, in litigation contexts, assessing economic damages—often related to IP disputes. My role is frequently to translate legal or technical issues into financial outcomes. Ken Suzan: When people hear “IP,” they often think patents, trademarks, and copyrights. In your work, how broadly do you define intellectual property and intangible assets? Brian Buss: I define it very broadly. Of course, there are the formal rights—patents, trademarks, copyrights—but there are many other intangible assets that drive value: brand reputation, customer relationships, proprietary know-how, trade secrets, data, software, domain names, social media assets, and the systems and processes a business builds over time. All of those can create economic value, even if they're not always captured well on a balance sheet. Ken Suzan: Why is IP valuation important for companies—especially mid-sized businesses that may not have a large in-house legal or finance team? Brian Buss: Because IP and intangible assets can be a large portion—sometimes the largest portion—of what makes a business valuable, yet they're often not measured or managed with the same discipline as tangible assets. Valuation can help companies understand what is actually driving revenue, profit, and enterprise value. It can also help them justify investment in IP creation, protection, and enforcement, and it can support strategic decisions like licensing, partnerships, acquisitions, or pricing. Ken Suzan: You've talked elsewhere about a “value gap” between what's on the balance sheet and what the market thinks a company is worth. Can you explain that concept? Brian Buss: Sure. If you look at many companies—particularly in the middle market—you'll often see that market capitalization exceeds the asset values recorded on the balance sheet. A significant portion of that difference is attributable to intangible assets and IP that accounting rules don't fully recognize unless there's an acquisition. That “gap” is essentially the market saying, “There is value here beyond tangible assets,” and much of it comes from intangibles. Ken Suzan: What are the most common situations where a company needs an IP valuation? Brian Buss: There are a few big categories. One is transactions—M&A, due diligence, purchase price allocation, and financing. Another is licensing and partnerships—setting royalty rates, structuring deals, or evaluating whether a proposed license makes economic sense. A third is internal management: understanding ROI on R&D, marketing, or IP spend, or resolving internal debates about what is really driving business performance. And of course, litigation—damages, reasonable royalties, lost profits, and other economic remedies tied to IP. Ken Suzan: In practical terms, how do you value IP? What methods do you use? Brian Buss: The valuation profession generally relies on three approaches: the cost approach, the market approach, and the income approach. The cost approach looks at what it would cost to recreate or replace the asset. The market approach looks at comparable transactions—if you can find good comparables. The income approach is often the most relevant for IP: it looks at the present value of future economic benefits attributable to the IP, based on cash flows, risk, and time. Ken Suzan: In addition to the financial methods, what other factors matter? For example, legal strength or market perception? Brian Buss: Exactly. A strong valuation integrates financial, behavioral, and legal analysis. Financial is obvious—historic results, projections, margins, pricing. Behavioral is about demand drivers—what customers value, how they perceive the brand, how features influence purchasing decisions, and what drives loyalty or switching. Legal involves the nature of the IP rights, scope, enforceability, registration and maintenance history, and the competitive landscape. IP exists at the intersection of all three. Ken Suzan: What kind of information should a company have ready if they want to do an IP valuation? Brian Buss: Good books and records are essential—reliable financial statements, product-level revenue and cost data if possible, and credible budgets and forecasts. They should also document marketing activities, product positioning, and the role of IP in commercialization. For digital and brand assets, analytics matter—website traffic sources, conversion data, engagement metrics, and social media statistics. The more you can connect the IP or intangible asset to measurable economic outcomes, the stronger the valuation. Ken Suzan: That's interesting—people might not think that marketing analytics matter for patents. Can you explain how those link up? Brian Buss: Sure. A patent might cover a particular feature or technology, but the key economic question is: does that feature drive demand? If customers value it and it supports pricing power, adoption, or market share, that's important. Marketing materials, customer communications, sales training, and analytics can help show what the company emphasizes and what resonates with customers. It helps tie the legal right to real-world economic value. Ken Suzan: You mentioned domain names earlier. Many people underestimate them. How do you think about domain names as an asset? Brian Buss: I often describe domain names as virtual real estate. The question is whether the domain is a meaningful pathway to the business. In a valuation context, you'd look at the domain's role in generating traffic—direct navigation, branded search, bookmarks, and repeat visits. You'd also look at how much traffic is attributable to the domain itself versus paid marketing. If the domain is known and drives organic traffic and credibility, it can be quite valuable. Ken Suzan: So, if you're doing due diligence on a domain sale, what would you look for? Brian Buss: I'd look closely at analytics: traffic volume over time, sources of traffic, geographic distribution, conversion rates, and the relationship between marketing spend and traffic. If traffic is mostly paid and disappears when marketing stops, that's different than sustained direct navigation. I'd also look at brand alignment, risk factors, and whether there are disputes or competing rights. Ken Suzan: For a mid-sized company listening to this, what are the biggest “misses” you see—things companies do that reduce the value they can capture from IP? Brian Buss: A big one is not collecting and organizing information that demonstrates value. Another is not aligning IP strategy with business strategy—filing patents or trademarks without a clear plan for how they support products, markets, and revenue. Some companies also underinvest in documenting commercialization and customer impact, which becomes important in transactions and disputes. And sometimes they simply don't revisit their portfolios to understand what is still relevant and what is not. Ken Suzan: How should companies think about ROI on IP spend—both the costs of prosecution and the costs of enforcement? Brian Buss: They should start by identifying the economic role of the IP: is it supporting pricing power, is it protecting market share, is it enabling licensing revenue, is it reducing competitive entry? Then they can compare the costs—filing, maintenance, monitoring, enforcement—against the value it protects or creates. Valuation can provide a framework for that, and it can also help prioritize where to spend resources. Ken Suzan: When valuation is used in litigation, what are the typical types of damages analysis you're asked to perform? Brian Buss: Commonly, reasonable royalty analysis, lost profits, unjust enrichment, and sometimes disgorgement depending on the jurisdiction and the claims. The specifics depend on the legal framework, but the core is the same: quantify the economic harm and connect it causally to the alleged infringement or misappropriation, using financial data, market evidence, and assumptions that can be tested. Ken Suzan: Are there misconceptions about valuation that you'd like to correct for our audience? Brian Buss: One misconception is that valuation is purely subjective or that it's just an “opinion.” A good valuation is grounded in data, established methodologies, and transparent assumptions. Another is that intangibles can't be measured. They can be measured—often through the economic benefits they create and through evidence of customer behavior and market dynamics. It takes work, but it's doable. Ken Suzan: If a company wants to prepare for a future transaction—say a sale or a major partnership—what are some practical steps they can take now to make their IP story stronger? Brian Buss: Maintain clean records, develop credible forecasts, and document the link between IP and business results. Make sure registrations and maintenance are up to date. Track how IP supports products and competitive differentiation. Collect evidence of brand strength and customer loyalty. And if possible, structure internal reporting so you can see performance by product line or offering. That helps in due diligence and helps buyers or partners understand what they're paying for. Ken Suzan: Any final thoughts or advice for owners of intellectual property portfolios, transactional professionals, or executives listening to this? Brian Buss: I'd emphasize that the investment in gathering the information needed for evaluation typically pays off. It creates awareness of the most valuable assets, supports better strategic decisions, and makes it easier to pursue growth opportunities. IP valuation is a virtuous cycle of information gathering, analysis, deeper understanding, and then decision-making. Knowledge is power, and knowledge of the value of your IP is the power to increase the profitability and value of your business. IP valuation is a key element of the management toolkit. Ken Suzan: Brian, well said, and thank you so much for taking time today to be on the IP Fridays podcast. Brian Buss: Thank you, Ken. I really appreciate the opportunity.

En Capital Intereconomía, ha venido a nuestros micrófonos José Antonio Esteban, Ceo de IronIA Fintech, viene a los micrófonos de Radio Intereconomía para hacer el balance del año, los nuevos productos y funcionalidades que tiene la empresa de cara a 2026, también ha estado con nosotros Álvaro Fernández, corresponsable del negocio España y Portugal en Capital Group, que nos cuenta sus perspectivas para el escenario macroeconómico de 2026. La hora se ha cerrado con nuestro Consultorio de Fondos, con Borja Nieto, Co Foundador de MiCappital

Capital Group economist Jared Franz explores whether artificial intelligence (AI) will take our jobs. He shares insights on which roles are most vulnerable, why companies may favor experienced hires, and how AI could reshape economic growth and labor markets in the coming years. The conversation also touches on policy responses, universal basic income (UBI), and strategies for individuals to future-proof their careers. #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 really makes a business attractive to buyers? Buyers weigh more than just financials. They consider risk, operations, and whether the business can run without you. Colin King and Joe Van Deman, Principals at Circle City Capital Group, Inc., know this firsthand. They've built a portfolio of 15 companies by acquiring businesses that many others have overlooked. Colin, a CPA and CFA, and Joe, a former Google employee, bring complementary skills for buying and growing companies. Their perspective offers owners a rare look at how serious buyers evaluate opportunities and negotiate deals.   In this episode, you will: Hear how buyers assess both financial and emotional factors in a deal Learn what makes a business unappealing to buyers right away Find out what makes a partnership last through tough deals   Highlights: (00:00) Meet Colin King and Joe Van Deman (02:29) How a Craigslist ad launched their partnership (07:37) Lessons from their first chaotic acquisition (11:32) What makes a business partnership work (15:50) How Circle City Capital Group is different from private equity (23:08) Turning risky businesses into profitable opportunities (33:03) Favorite companies in their portfolio (36:13) What instantly turns buyers off during negotiations (44:20) The changes that make businesses more sellable   Resources: For past guests, please visit https://www.defendersofbusinessvalue.com/   Follow Colin: Connect on LinkedIn: https://www.linkedin.com/in/colin-king-cpa-cfa-37045a38/   Follow Joe:  Connect on LinkedIn: https://www.linkedin.com/in/joevandeman/ Check out their portfolio of companies: Circle City Capital Group: http://circlecitycapitalgroup.com Profit Mastery: http://profitmastery.net The Vermont Flannel Company: https://www.vermontflannel.com/ Vermont Teddy Bear: https://vermontteddybear.com/ All American Clothing Co.: https://www.allamericanclothing.com/ Gusset Brand: https://gusset.com/ Silk Flower Depot: https://e-silkflowerdepot.com/ Dried Decor: https://www.drieddecor.com/ Montessori 'n Such: https://www.montessori-n-such.com/ Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders

Amidst changing consumer preferences and shifting trade dynamics, investment director Natalya Zeman and equity investment analyst Frank Beaudry discuss the dynamics of the European luxury goods sector and what sets its most prestigious brands apart. Topics include: What defines an apex luxury brand and their financial traits The influence of global consumer trends, with a focus on China the US and high-net-worth individuals How creative innovation, brand storytelling and the 'fabulousness budget' drive long-term growth #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent  the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2025, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

What happens when asset owners stop managing asset classes and start managing the whole fund? How do portfolios change, and how does the industry reorient their business models around them? In this episode, a practical sequel to Season 1's introduction, we break down how TPA changes investment processes, how portfolios differ under an SAA framework, and what this means for external managers. With insights from CPP Investments, NZ Super, Blue Owl, and Capital Group, the conversation highlights how partnership, transparency, and solution-oriented relationships reshape the manager-investor relationship in a TPA world.Guests:Geoffrey Rubin, Chief Investment Strategist, Total Portfolio Management, CPP Investment BoardCharles Hyde, Head of Asset Allocation, New Zealand Superannuation Fund Eugene Podkaminer, Institutional Solutions, Capital GroupJames Clarke, Senior Managing Director, Global Head of Institutional Capital, Blue Owl CapitalEpisode Sources

Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group, equity analyst Matt Antle has embraced this challenge with gusto and a disciplined, three-pronged approach: analyzing financial metrics and ratios, drawing on qualitative insights and incorporating macroeconomic trends.   In this episode: AI's early impact on banking and potential for future revenue production How credit card issuers are capitalizing on secular tailwinds Insights on regulatory changes, private credit and stablecoins The value of being resourceful, persistent and a little entertaining #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 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

European fixed income has been 'normalising' over 2025. Inflation is stabilising, the European Central Bank has halted rates near neutral, spreads are tight but markets are steady. Yet political and fiscal divergences remain sharp within the European Union with Italian BTPs now regularly pricing through French OATs. The EU's rapid expansion as a AAA issuer is altering Europe's credit market structure and raising the prospect of a genuine euro safe asset. Conor Perry, economist at OMFIF's Economic and Monetary Policy Institute, is joined by Jeremy Cunningham, investment director at Capital Group, to examine these developments. They discuss OAT-BTP repricing, investor-base effects on yield sensitivity, the impact of unified EU issuance and the outlook for 2026.

Andy and Kevin Thompson from 9i Capital Group share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on how the One Big Beautiful Bill Act complicates 2025 tax planning. And in particular whether people 65 or older should try to keep their income low to get some or all of the extra $6k bonus deduction ( 7:41 )What's up with the markets??? Should we be worried about the stock market? ( 17:33 )Their views on private or alternative investments and whether consumers should embrace them ( 34:30 )Should people try to prevent ever being in IRMAA (i.e. income-based Medicare surcharge) territory with their income, or instead consider SOME IRMAA in the name of longer term tax planning ( 44:04 )Helping address client mental incapacity issues, elder/financial abuse, etc. ( 54:43 )What keeps them up at night, in their roles as advisors ( 1:00:01 )Links in this episode:Kevin's company's website - https://www.9icapitalgroup.com/Kevin's YouTube page - https://www.youtube.com/@9iCap/Kevin's company's Facebook page - https://www.facebook.com/9iCapGroup/Kevin's X (formerly Twitter) page - https://x.com/9ICapGroupKevin's Substack page - https://9icapital.substack.com/Kevin's LinkedIn page - hereTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Capital Group investment analysts take a deep dive into rising government debt. Are current debt levels in the U.S., Europe and elsewhere sustainable? When do they become unsustainable? And what does that mean for investors? Fixed income analysts Doug Kletter, Jason Davis and Arjun Madan share their views in a panel discussion hosted by Capital Group investment director Ed Harrold. #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

China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this sector and gives insights from his hundreds of company meetings. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2025, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us: LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

As a former analyst covering the asset management industry, equity portfolio manager Emme Kozloff knows how to find clarity in a noisy market. The 19-year veteran of Capital Group joins host Mike Gitlin to discuss the art of filtering information, the value of mental flexibility and the discipline required to invest with conviction. You'll hear Emme's perspective on: Why concentrated portfolios sharpen focus and conviction How to adapt quickly when facts change Lessons learned from retail "guerrilla warfare" and turnarounds The importance of partnering with analysts for deeper insights Real opportunities in AI and health care Tune in for a candid conversation about removing distractions and building portfolios that stand the test of time. #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

Capital Group portfolio manager John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S. macroeconomic outlook, including the health of public and private markets. They share their expectations for interest rates, inflation, the labor market, stocks and bonds, along with some thoughts on whether certain markets have reached "bubble" territory. #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

Far from the traditional image of industrials as an old economy, slow growth, low innovation sector,  many of these companies have changed beyond recognition in recent years. Equity investment  analyst Sebastian Siersted focuses on the European industrials space and outlines why he feels  businesses in this part of the world have an innovation head start on peers around the world and  are well insulated against any future tariff threat. #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and may not be available for sale or purchase in all countries. All investments have risk, and you may lose money. Past results are not a guarantee of future results. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2025, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us: LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

Larry Culp, Chairman and CEO of GE Aerospace, became the first outsider to lead GE in the company's history. In this episode, he shares how a leadership approach rooted in humility and respect helped guide the company through transformation and build a culture focused on continuous improvement.   Topics include: Why employees must feel comfortable sharing bad news with senior leadership Three lean leadership principles that support long-term financial health What his unannounced visits to manufacturing facilities reveal about the company's growth This episode offers a behind-the-scenes look at leadership, problem-solving, and the mindset that drives lasting results for clients and shareholders. #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

Short-term bonds are drawing unusually strong inflows as investors seek stability and income amid economic uncertainty. Portfolio manager Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand. He shares insights on Federal Reserve policy, bond markets and how active management can unlock opportunities. Key Topics: What's driving investor interest in short-term bonds How Fed rate cuts are reshaping fixed income strategies Credit outlook and sector diversification Why active management matters in short-duration investing #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

With volatility on the rise in global markets, investors are searching for stability. Some have their eyes on  India and their longtime strategic autonomy to provide the predictability and resilience needed in the  new trade order. Host Natalya Zeman and guest Anirudha Dutta break down the reforms, policies, and  global positioning for India. Topics include: • India's approach to trade and regulation • The benefits of institutional continuity and reform  • Opportunities in supply chain reconfiguration and emerging sectors • The impact of demographic trends and technology on long-term growth #CapGroupGlobal This content is intended to highlight issues and be of a general nature. It should not be considered  advice, an endorsement or a recommendation. Products mentioned are not an offer of the product and  may not be available for sale or purchase in all countries. All investments have risk, and you may lose  money. Past results are not a guarantee of future results. Statements attributed to an individual represent  the opinions of that individual as of the date published and do not necessarily reflect the opinions of  Capital Group or its affiliates. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and  price volatility. These risks may be heightened in connection with investments in developing countries. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at  getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates,  2025, all rights reserved.  For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's  lives through successful investing. With our clients at the core of everything we do, we offer carefully  researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group