Podcasts about capital group

Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas. From boots-on-the-ground research in the Canadian oil sands to navigating geopolitical shocks and policy shifts, Andrea shares how she applies a process-driven, principles-based approach to the energy trilemma: balancing security, affordability, and sustainability. She also reflects on why she returned to Capital Group after a summer internship, how her investment approach has changed since transitioning from analyst to portfolio manager and how collaboration across asset classes leads to stronger investment decisions.  #CapGroupGlobal   For full disclosures, go to capitalgroup.com/global-disclosures.    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.    Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi    This content is published by Capital Client Group, Inc.    U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html     To stay informed, follow us    LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all          YouTube: https://www.youtube.com/@CapitalGroup/videos    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    About Capital Group    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html     Copyright ©2025 Capital Group 

En la segunda hora de Capital Intereconomía, la tertulia de mercados reunió a Víctor Asensi (DPAM), Almudena Mendaza (Generali Investments), Christian Rouquerol (Tikehau Capital) y Álvaro Fernández (Capital Group) para debatir sobre la caída del Gobierno en Francia y su impacto en bonos y bolsa, las expectativas de la próxima reunión del BCE, el papel de la inflación y la ausencia de efecto de los aranceles en los precios. También se analizó cómo preparar las carteras de renta fija y variable de cara a final de año y el impacto global del auge de los fondos indexados en las cotizaciones. Completamos la hora con el análisis de preapertura de las bolsas a cargo de Alexis Ortega, profesor de Finanzas en la EAE Business School.

La semana arranca en los mercados con fuerte tensión política y económica. En Francia, el Gobierno se juega su futuro en la Asamblea Nacional, donde Francois Bayrou se somete este lunes a una moción de confianza. En Japón, el primer ministro Ishiba dimite para evitar fracturas internas en su partido, mientras que en Asia destacan datos para abrir la semana como el PIB japonés, que se revisa al alza hasta el 0,5%, y el comercio exterior de China se frena al 3,5% en agosto. En Europa, el foco estará esta semana en la reunión que celebra el jueves el BCE, con la duda sobre nuevas bajadas de tipos. Además, se publican los datos de inflación en EE. UU., así como los IPC de Alemania y España. En el plano empresarial, hoy comienza el plazo de aceptación de la OPA del BBVA sobre Sabadell. Mañana, Apple presentará su nuevo iPhone y el miércoles será el turno de Inditex con sus resultados. Estas claves se analizan en la Tertulia de Mercados de Capital Intereconomía con Víctor Asensi (DPAM), Almudena Mendaza (Generali Investments), Christian Rouquerol (Tikehau Capital) y Álvaro Fernández (Capital Group).

It's summertime (thank you very much!) and a little smoke, too, for those who don't have time to sit around a campfire. What a dynamic market we're in … and a dynamic world as well. While you probably hear plenty on the political front, our consultants are churning out more information for us to learn from and disseminate to you, our listeners. As we reviewed the material for the upcoming radio show, we were amazed with the amount of information we had at our fingertips from long-held sources, including Ed Slott and Capital Group. The highlight was the material on the “seven reasons to name a trust as IRA beneficiary.” For those with IRA beneficiary questions, this material may prove extremely helpful. We'll also discuss the mid-year outlook on the economy, and look forward to your questions! Tune in and take control! 

Turbulence in the municipal bond market has created some interesting opportunities for investors. Capital Group portfolio manager Chad Rach shares his thoughts on the events driving muni bonds this year, including an unusually high volume of new issuance. Chad also covers the interest rate environment and highlights a recent site visit that changed his investment perspective.  #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.    Watch our latest podcast, Capital Converstaions, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi         This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html   To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all       https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html    Copyright ©2025 Capital Group

Amadeo Navarro Medina, Cofundador de Homely Capital Group, nos habla de las posibles inversiones inmobiliarias que vive Madrid. Además, con él analizamos las posibles oportunidades de inversión que puede generar el gran premio de Fórmula 1 de Madrid, que será el 11, 12 y 13 de septiembre de 2026. “La Fórmula 1 en Madrid es un paso más para la coctelera perfecta”, asegura el invitado. Respecto al alquiler turístico, desde la empresa aseguran que respecto a la nueva ley que entró en vigor el 1 de julio y que ha puesto en riesgo más de 200.000 viviendas de alquiler, “lo que han hecho es democratizar el acceso promocional, que es el único acceso democrático”. Amadeo Navarro nos explica que vehículos de inversión tiene la compañía. “En verano cerramos la inversión en un hotel del centro de Madrid”, asegura el invitado. Esta inversión, según él, se ha hecho “con una ronda de 57 inversores que se han unido al proyecto”. Además, la empresa ya está trabajando en su nueva inversión, que será un conjunto de edificios turísticos legales, con los que “los inversores podrán acceder”. Sobre la regulación y la opinión negativa sobre el alquiler turístico, nuestro invitado piensa que “lo que hace falta es una buena regulación” y ya se “están destinando edificios enteros para este tipo de alquiler”. El titular de Vivienda, Transportes e Infraestructuras, Jorge Rodrigo, ha resaltado este martes la “gran oportunidad” que supone la celebración del Gran Premio de Fórmula 1 en Madrid, que arrancará el próximo año en el recinto de Ifema Madrid, como motor para impulsar el turismo. Durante unas declaraciones a la prensa en Alalpardo, Rodrigo ha puesto en valor la inversión superior a los 450 millones de euros que se destinará a la región, así como la creación de más de 8.200 empleos asociados al evento.

Im weltweiten Anlageuniversum eröffnen sich immer wieder Chancen. Ich lese im Folgenden die spannendsten Empfehlungen von Anlagestrategen und Fondsmanagern. Setze diese bitte aber nicht 1:1 um, oder gar nicht.   Du hast einen Themen-Wunsch für den Podcast? Schreibe mir gerne einfach per E-Mail: krapp@abatus-beratung.com   Viel Spaß beim Hören, Dein Matthias Krapp (Transkript dieser Folge weiter unten)   NEU!!! Hier kannst Du Dich kostenlos für meinen Minikurs registrieren und reinschauen. Es lohnt sich: https://portal.abatus-beratung.com/geldanlage-kurs/    

In this episode of the Mornings with Joel CRE Podcast, Joel Miller sits down with Aaron Fragnito, Co-Founder of People's Capital Group. Aaron shares his journey from starting out as a realtor to becoming a multifamily syndicator in New Jersey. He explains how partnerships, vertical integration, and disciplined focus helped him scale, and why investing locally in one of the nation's most competitive markets can still deliver strong results.

Equity investment analyst Nathan Meyer looks at the changing face of media, from the dominance of streamers to the shift from computer game creators to platform companies. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us  LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group  Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.  Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html  Copyright ©2025 Capital Group 

In this episode of the 9Innings Podcast, Kevin Thompson, Founder & CEO of 9i Capital Group, breaks down the enhanced senior deduction introduced by the Inflation Reduction Act and what it means for retirement planning.Kevin explains how this increased deduction for those 65 and older can meaningfully reduce taxable income and make Roth IRA conversions far more tax-efficient. Using real-world examples, he shows how retirees can capture significant tax savings—but only if they plan ahead.This episode emphasizes the importance of timely strategy and working with a trusted financial advisor to take advantage of opportunities while they last.

Welcome to “The Power of Advice.” In this limited series, we've lined up industry leaders, business innovators and entrepreneurs to share their journeys of building brands, reinventing careers and learning lessons. In our first episode, we hear from Larry Fitzgerald, 11-time Pro Bowl wide receiver for the Arizona Cardinals. Larry joins Mike Gitlin to tell how the experience of interning at a financial services firm one offseason led to the founding of Larry Fitzgerald Enterprises, which has since notched over 200 investments. He discusses why he prefers early-stage investing and shares the advice he gives young people — including his own sons — about embracing discomfort as a path to growth. #CapGroupGlobal      For full disclosures, go to capitalgroup.com/global-disclosures.          For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.       Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi        This content is published by Capital Client Group, Inc.        U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html        To stay informed, follow us       LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all        YouTube: https://www.youtube.com/@CapitalGroup/videos        Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/       About Capital Group    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.       Learn more: capitalgroup.com       Join us: capitalgroup.com/about-us/careers.html       Copyright © 2025 Capital Group 

Iva Chen is a dynamic entrepreneur, CPA, and community advocate whose career spans finance, hospitality, and small business empowerment. A UC Santa Barbara graduate, she began at Deloitte before holding leadership roles at Nestlé USA, CBS Paramount, and The Capital Group. Currently CEO of IOC Design & Consulting and Chief Development Officer of Lady Luck Gourmet, she develops and operates airport restaurants and retail concessions, bringing local and minority-owned brands into major airports. Her entrepreneurial ventures have ranged from matchmaking to launching a pizza chain in China, showcasing her creativity and adaptability. Iva also serves as VP of Public Relations for the Los Angeles Chapter of AMAC, co-founded the Association of Asians in Aviation, and was named “Mentor of the Year” by UCLA's Riordan Programs. She sits on advisory boards, supports inclusive economic development, and is passionate about equity, mentorship, and leadership development. Outside of work, she is an Army ROTC Bootcamp graduate, two-time triathlete, wife, mom of two, foodie, and lifelong learner, recently earning her WSET Level 1 certification in Wines.

It started with an impromptu phone call and has evolved into a thoughtful, prudent approach to bring private markets within reach for more investors. Hear Capital Group CEO Mike Gitlin and KKR co-CEO Scott Nuttall discuss partnership, the importance of aligned corporate cultures and share perspectives on pursuing better outcomes for investors. #CapGroupGlobal   Capital Group (the "Adviser") and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors.     For full disclosures go to capitalgroup.com/global-disclosures.   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

Investing in older, infill markets that are being repositioned and growing can be a recipe for huge appreciation. Over the past decade, several cities in Northern New Jersey with easy access to transportation have seen explosive growth in values. Gentrification has led to changes that have made these areas desirable to live in for upscale demographics. Aaron Fragnito, Co-founder of People's Capital Group, is an apartment syndicator who invests in smaller apartment buildings in Northern New Jersey and rehabs them to optimize their full potential. Aaron is a buy and hold operator who achieves return-of-capital via refinances. 

In this episode of The 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, exposes the top five financial scams currently circulating. He explains how each scam works—including romance crypto fraud, fake investment opportunities, AI voice cloning, IRS tax settlement scams, and remote job check fraud—highlighting red flags and offering practical tips to avoid becoming a victim. Kevin emphasizes the importance of vigilance, independent verification, and reporting scams to authorities, empowering listeners to protect themselves from financial harm in today's increasingly sophisticated scam landscape.Pig Butchering Scam – Romance & Crypto Schemes (00:00:47)Investment Fraud as Private Placements or IPOs (00:03:48)AI-Powered Voice Cloning Scams (00:04:58)IRS Tax Debt Settlement Scams (00:07:34)Fake Job and Remote Work Check Fraud (00:10:01)General Fraud Prevention Tips & Closing (00:12:06)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-pageFollow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428facebook: / mlb2cfpBuy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4Website: http://www.9icapitalgroup.comHit the subscribe button to get new content notifications.Corrections: Editing by http://SwoleNerdProductions.comDisclosure: https://sites.google.com/view/9idisclosure/disclosure

As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who got her start as a tech investor after the dot-com bubble, brings her global perspective to Capital Group to help discern which companies may thrive in the AI revolution – and which may get left behind. She sits down with Mike Gitlin to discuss the challenge facing companies in the AI race, how her international upbringing and optimistic nature teach her to be bold and tune out noise, and how she found a home at Capital Group thanks to its embrace of long-term investing. Tune in to hear where a seasoned tech investor is seeing the most opportunity. #CapGroupGlobal        For full disclosures, go to capitalgroup.com/global-disclosures.     For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi    This content is published by Capital Client Group, Inc.    U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html    To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all    YouTube: https://www.youtube.com/@CapitalGroup/videos    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright © 2025 Capital Group 

To celebrate our 100th podcast, I invited Brenda Chia, Chief of Capital Development of Paladin Capital Group and one of the original six founding Board Members of AAAIM to talk about all things AAAIM – past, present, future – and what we hope for the community going forward.

Equity investment analysts Celia Huey outlines current investment opportunities in China, innovation in the technology and healthcare sectors and the benefits of local fundamental research. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us  LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group  Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.  Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html  Copyright ©2025 Capital Group 

In this episode of the 9Innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, breaks down a brand-new executive order that could change the way Americans invest for retirement.We're talking private equity, private credit, and even cryptocurrency inside your 401(k). Kevin explains what these asset classes are, why big asset managers are eager to get them in your plan, and the potential benefits they claim to offer.But he also pulls no punches on the risks—high fees, limited liquidity, and market volatility—and why, for most investors, the tried-and-true low-cost index fund may still be the smarter play.Whether you're a seasoned investor or just starting your retirement journey, this episode will help you understand the opportunities, the pitfalls, and what to watch for as alternative investments enter the 401(k) game.Defining Alternative Investments (00:00:54)Why Alternatives Are Entering 401(k)s (00:02:02)Considerations Before Investing (00:05:39)Risks and Expected Returns (00:07:51)Fee Comparison and Real Returns (00:10:06)Crypto in Retirement Plans (00:11:14)Final Thoughts and Caution (00:12:30)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

What does a balanced portfolio look like when the economic outlook is uncertain and markets are near all-time highs? Capital Group portfolio managers Paul Benjamin and Hilda Applbaum share allocation strategies for today's complex world. They cover stocks and bonds and advantages of a hybrid approach. Hilda offers insights on dividends and investment prospects among fallen angels, while Paul's extensive experience in the technology sector informs his investment approach. This podcast features excerpts from our July 31 webinar, “Asset allocation in uncertain times.” #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

Send us a textIn this special Flashcast episode of the WTR Small-Cap Spotlight, host Tim Gerdeman sits down with Dr. John Roy to explore the explosive trend of companies raising significant capital specifically to invest in cryptocurrency—a hot topic recently featured in the Wall Street Journal. They dive into the staggering scale of this trend, with nearly 100 companies announcing plans to raise over $43 billion for crypto purchases since June alone. John explains how the GENIUS Act has paved the way for greater corporate crypto adoption, especially around stablecoins, and outlines potential risks, including crypto's inherent volatility. The discussion highlights key players such as Capital Group and Galaxy Digital, who are leading this bold move into the crypto space.Tune in for expert insights into what's fueling this surge—and whether it's sustainable. 

“When the thesis changes, you have to change with it,” says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup to the global financial crisis to scenario planning throughout the pandemic, Julian has honed the skill of doing his own research to gain an edge and stay ahead of change by embracing it. He sits down with Mike Gitlin to discuss how he gains conviction, where he sees potential “oaks” among small-cap “acorns,” and how his brief foray into life as an academic economist influences his approach to risk management. Tune in to hear the evolution of an independent thinker. #CapGroupGlobal       For full disclosures go to capitalgroup.com/global-disclosures         For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.         Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi         This content is published by Capital Client Group, Inc.         U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html         To stay informed, follow us         LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all         YouTube: https://www.youtube.com/@CapitalGroup/videos         Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/         About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.         Learn more: capitalgroup.com         Join us: capitalgroup.com/about-us/careers.html         Copyright ©2025 Capital Group

The U.S.-led trade war may change globalization in a profound way, but it won't kill it, says Capital Group portfolio manager Steve Watson, a global equity investor with 37 years of experience. “Globalization isn't dead,” he insists. Listen in to hear his reasons why. #CapGroupGlobal     For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi   This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html   To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all   YouTube: https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

In the second part of our focus on Latin America, equity investment analyst Ana Reynal turns her focus to Brazil. She outlines how the market is less tied to US trade than others in the region and how she identifies the country's disruptive innovators. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us  LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group  Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.  Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html  Copyright ©2025 Capital Group 

En la cuarta hora, Miguel Ángel Temprano, economista y experto en geopolítica, analiza el impacto de los primeros seis meses de la presidencia de Donald Trump, explorando sus implicaciones económicas y políticas a nivel global. En el Foro de la Inversión, Mario González, responsable para España, Portugal y US Offshore de Capital Group, comenta por qué, a pesar del fuerte arranque de la renta variable estadounidense, el mercado sigue siendo una opción atractiva para los inversores. Aborda también el liderazgo tecnológico de las “7 Magníficas”, el efecto de los nuevos aranceles, y las oportunidades que presenta el actual contexto bursátil. Además, adelanta las novedades de Capital Ideas para este mes. La hora concluye con el consultorio de fondos dirigido por Félix González, socio director general de Capitalia Familiar EA, que responde dudas sobre gestión y selección de fondos de inversión.

Los índices bursátiles están en máximos y según Capital Group responden así porque “El sentimiento del mercado es positivo”. Mario González responsable del negocio España, Portugal y US Offshore de Capital Group ha analizado el comportamiento de las bolsas en el marco de la Administración Trump. En Capital Intereconomía explicaba cómo la política errática y agresiva del presidente de EE.UU. desataba la volatilidad en el arranque de año. Las Bolsas, en máximos, pese a Trump. El experto de Capital Group señalaba cómo para entender el comportamiento de las bolsas hay que ver el sentimiento de mercado que es más cortoplacista y emocional y afecta al corto plazo; y los fundamentales a largo plazo”. González ha hecho hincapié en cómo “tras el Liberation day el sentimiento fue más negativo, pero ahora ha cambiado”. El sentimiento es positivo en bolsas y los fundamentales macro y micro de compañías son en general, positivos, según ha explicado. El impacto arancelario En cuanto a lo que se puede esperar para la segunda parte del año, desde Capital Group ven que “es posible que haya repunte de inflación”. Hasta ahora y según explicaba el experto, “las compañías en EEUU dicen que han estado absorbiendo la volatilidad de tarifas y aranceles, pero que a partir de otoño se verán las subidas”. Unas subidas que se trasladarán sobre todo, en las grandes cadenas de suministro y grandes retail. Capital Group espera repunte de la inflación La economía americana está mostrando resiliencia. Según González, la economía crece, el consumidor tiene dinero en el bolsillo, sigue teniendo empleo, y el nivel de endeudamiento es moderado. “No todo es vino y rosas, pero tampoco es un entorno devastador”. El mercado está encontrando un punto medio, según el experto, y en la segunda parte del año veremos el impacto de los aranceles, dónde aterrizan las negociaciones.

In this episode ofBuilding Doors, host Lauren Karan sits down with Michael Furey, leadership coach, former sales leader, and founder of We Aspire, to unpack why construction leadership needs a radical reframe. From being demoted in his first management job to building programs that train Australia's future leaders, Michael shares how lived experience, failure, and values-led development are transforming how we build capability across the industry.Drawing parallels between professional sport and construction, Michael reveals why project leaders aren't just managing jobs, they're living a lifestyle, often with unsustainable expectations. He breaks down why authoritarian leadership is crumbling, why skills shortages are pushing values misalignment to the brink, and how even small changes (like asking your boss's boss what they need) can kickstart massive personal and cultural shifts.Whether you're an aspiring leader or shaping policy at the top, this conversation is packed with real talk, practical insight, and a refreshing reminder that leadership isn't about knowing it all, it's about caring enough to learn.What You'll Learn in This Episode:Career Transitions & Personal Growth:Why Michael's leadership journey began with burnout and a demotion, and how that changed his approach forever.The story of a junior leader who paid $8K out of pocket for training, and what it reveals about ambition, ROI, and the hunger for change.Why “fake it till you make it” sometimes works, and when it absolutely doesn't.Real Leadership Development:The lie school teaches us about failure, and how it cripples leadership growth later in life.Why “being too nice” might be your greatest leadership asset.The missing piece in most corporate training: identity, belief, and emotional foundations.Why asking “What's your boss' boss' intent?” could be your secret weapon.Industry-Specific Challenges:How construction mimics professional sport, and why that's burning out both junior and senior leaders.Why leading in construction is 80% emotional intelligence, 20% technical ability.The unsustainable reality of six-day project weeks and how Capital Group redesigned the model.How the industry's lack of trust is undermining leadership and learning.Future Thinking & System Shifts:Why expecting engineers to suddenly become innovators is a flawed strategy.How firms like Capital Group are proving courage (not comfort) drives lasting change.What the rise of AI and tech outsiders means for traditional leadership pathways.Key Quotes from Michael Furey:“Being technically good doesn't mean you're people-good.”“If you're too nice to be a leader, we probably need more of you in leadership.”“Failure isn't the end. It's where the real learning begins.”“The biggest lie? That ‘it's the thought that counts.' Action always matters more.”“We train project leaders like it's a job, but it's actually a lifestyle, more like a professional sport.”“Sometimes I spelled ‘strengths' wrong while teaching strengths, and that became the lesson.”“Don't wait for your company to develop you. The ROI on personal investment is exponential.”“The leaders who stand out are the ones who understand what their boss' boss is trying to do.”About Our Guest:Michael Furey is the founder of We Aspire, a leadership development firm focused on the construction and infrastructure sectors. A former sales manager turned coach, Michael blends lived experience, deep vulnerability, and industry insight to help emerging and senior leaders navigate real-world leadership. His new book, Shifting Foundations, captures insights from over 20 leaders across the sector—and is available for free via We Aspire.About Your Host:Lauren Karan, founder of Karan & Co. and host of Building Doors, is dedicated to helping professionals unlock their potential. Through insightful interviews and real-life stories, Lauren empowers listeners to create opportunities and thrive in their careers.How You Can Support the Podcast:Subscribe and leave a 5-star rating on Apple Podcasts and Spotify.Share this episode with anyone passionate about construction, leadership, or meaningful workConnect with Michael Furey on LinkedInDownload his free book Shifting Foundations via WeAspireStay Connected:Follow Lauren and the Building Doors podcast on LinkedIn.Subscribe to the Building Doors newsletter for exclusive content.Let's Connect:Want to be a guest or share feedback? Email us at reachout@buildingdoors.com.au.Thank you for listening! Remember: The best leaders aren't waiting for doors to open, they're building them.

Invest in what you know, or in what could be? Equity portfolio manager Noriko Chen has done both over her 26 years with Capital Group. From her first investment in ice cream to her background covering Asian infrastructure, Noriko tells Mike Gitlin how she identifies long-term industry shifts like automation and energy demand. She also discusses mentoring women to take risks, and how “reverse mentoring” from younger analysts helps keep her sharp. Join for a global investor's perspective on China, the case for growth in European banks, 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 ©2025 Capital Group 

Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets at the midpoint of 2025. How are tariffs, trade wars and actual wars affecting the outlook for the global economy? Is stock market volatility presenting opportunities for long-term investors? Can bonds help to balance equity risk in your portfolio? We'll tackle those questions and more. #CapGroupGlobal          For full disclosures go to capitalgroup.com/global-disclosures         For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.         Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist         This content is published by Capital Client Group, Inc.          U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq         To stay informed, follow us        LinkedIn: https://bit.ly/42uSYbm        YouTube: https://bit.ly/4dFTE1B        Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/         About Capital Group    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.        Learn more: capitalgroup.com         Join us: capitalgroup.com/about-us/careers.html         Copyright ©2025 Capital Group 

In the first part of our look at Latin America, equity investment analyst Ana Reynal looks at the current outlook for Mexico. Ana, who grew up in Mexico, explains the benefits of local knowledge when investing in this part of the world. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us  LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all YouTube: https://www.youtube.com/@CapitalGroup/videos Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group  Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.  Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html  Copyright ©2025 Capital Group 

Join Mitch Lovett, Simon's interim dean and Benjamin Forman Professor of Marketing, for a conversation with Ed Hajim '58. Ed is a graduate of the University of Rochester and served 30 years on the University's Board of Trustees, including an eight-year tenure as board chair. He currently serves as Chair Emeritus. Ed is one of the University's most generous alums and benefactors, and in 2009, the Hajim School of Engineering and Applied Sciences was named in his honor—after making the largest gift to the school in the University's history at the time.  Throughout the conversation, Ed gives insight into his more than 50 years of investment and senior management experience at companies such as the Capital Group, E.F. Hutton, Lehman Brothers, Furman Selz, and High Vista, and discusses his two books, On The Road Less Traveled and The Island of the Four Ps. He also shares his best advice for current business school students as they prepare to become tomorrow's business leaders. Learn more about Ed on Instagram: @edhajimauthor  This conversation was recorded in May 2025.  View transcript.

In this episode, host Kevin Thompson, founder and CEO of 9i Capital Group, breaks down the newly signed "Big Beautiful Bill" (BBB). He highlights five major changes: a $6,000 senior deduction, restored bonus depreciation for capital investments, a higher $40,000 SALT cap, expanded QBI deduction eligibility for high earners, and a new tax exemption for overtime and tip income. Kevin explains how these provisions impact seniors, business owners, and high-income earners, while urging listeners to seek professional advice to navigate the bill's complexities and understand its long-term effects.Bonus Depreciation Returns (00:03:59)SALT Cap Raised to $40,000 (00:06:06)Qualified Business Income (QBI) Deduction Expansion (00:08:09)No Tax on Tips and Overtime (00:10:28)Recap and Closing Thoughts (00:13:37)Outro and Farewell (00:15:46)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

Samir Parekh has seen a lot in his 24 years of investing, most prominently India's shift towards wealth creation and zeal for entrepreneurship. Samir sits down with Mike Gitlin to talk about what that shift looks like on the ground, and how political changes and demographics are serving as tailwinds. Samir discusses his comfort with volatility, his interest in family-owned companies and how he factors currency into global investing. He also shares his optimism about European banks and Japan's laser focus on creating shareholder value. If you're interested in taking a deeper dive into the investment opportunity in South Asia as an emerging market, or just share Samir's love of cricket, this episode is for you. #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi   This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html   To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all   YouTube: https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

Just when you thought your retirement planning was safe and secure … we attended an Ed Slott tax conference and hear about the latest tax planning issues and opportunities related to retirement accounts. All of this is a great reminder of the growing complexity, and the growing assets within these plans, that can make mistakes or opportunities that much more valuable for us (and you) to be aware of. One such example with many twists and turns took the Slott organization one full year to resolve, but they wound up saving an individual hundreds of thousands of dollars in unnecessary taxes and penalties. Other points less onerous, but equally good to know, are the new reporting requirements by custodians to notify participants and the IRS of QCDs processed from IRA accounts. We'll also discuss the potential opportunities in international equities as highlighted in detail by Capital Group. So much to talk about, and so much more to know! We think this will be a fun and informative show. Tune in and take control!

Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States. He outlines four scenarios for boosting domestic manufacturing and explains how each could impact the economy and job growth. He also identifies industries that could benefit from U.S. reindustrialization policy. #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi   This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html   To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all   YouTube: https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

In the second part of our look at African bonds, fixed income investment analyst Holger Siebrecht looks at the impact of commodities and focuses on the large South African market. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm  YouTube: https://bit.ly/4bahmD0  Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html     Copyright ©2025 Capital Group  

In this episode, Kevin Thompson of 9i Capital Group sits down with Cameo Roberson of Atlas Park Consulting to talk about what it really takes to break away and build your own firm.From navigating the leap from employee to business owner, to building operational systems that actually work, this episode is packed with real-world advice. Cameo shares insights from her book Beyond the Broker, highlighting the power of mentorship, having a clear vision, and staying resilient through the process.They cover:How to choose the right business model for your practiceWhy most advisors underestimate the importance of back-office systemsHow to scale without burning outWhat compliance fears are real—and which ones are in your headIf you're an advisor thinking about going independent, this conversation is the blueprint.Advisor vs. Business Owner: Key Differences (00:02:45)Origin and Purpose of Atlas Park Consulting (00:04:49)Industry Business Models and Reasons for Going Independent (00:07:20)Paths to Independence: RIA, Tuck-In, Aggregator (00:09:00)Fee Structures: Fee-Only vs. Fee-Based (00:12:36)Building a Sticky Client Ecosystem (00:14:41)Legacy Clients and Revenue Per Hour Analysis (00:15:50)Scaling While Maintaining Client Service (00:21:34)Emotional Side of Going Independent (00:25:03)Optimal Client Load and Service Model (00:30:43)Key Takeaways from Cameo's Book (00:33:12)Final Words and Inspiration (00:34:41)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

Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades of navigating market volatility. She brings insights like “red flags” of company management teams, how she divides her investment portfolio into three buckets and the impact of the economic cycle on her investment approach. Hilda also shares how her love for learning and resilience amid tragedy shaped her worldview. Tune into this episode for more on how a long-term investor cuts through the noise. #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 Lisa Thompson, a veteran investor in international markets, shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from the rivalry between the U.S. and China. She also explains why she expects a new group of companies to lead markets in the coming years. #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 CEO Mike Gitlin also spoke about the mutual fund company's "Capital System," which has been in place since 1958. Learn more about your ad choices. Visit megaphone.fm/adchoices

Fixed income investment analyst Holger Siebrecht looks at African bonds and their role in the wider emerging market debt (EMD) universe. He discusses how the region is faring amid tariff-related volatility and what these bonds can bring to an EMD portfolio. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm  YouTube: https://bit.ly/4bahmD0  Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html     Copyright ©2025 Capital Group

“Being an analyst is the best job in the world,” says Greg Wendt, who happens to be the longest-serving analyst in Capital Group history. Wendt, who is about to wrap up a 37-year career, shares tales from his time venturing into the wild world of small-cap stocks, leveraging his college job at a department store into an interview with Sam Walton, legendary founder of Walmart, and helping launch Capital Group's first-ever small-cap strategy. He explains how on-the-ground research can reveal a company's competitive edge, and how business leaders can win with passion and a focus on the details. For those needing a reminder of how investing can be fun as well as fruitful, this episode is for you.  #CapGroupGlobal     For full disclosures go to capitalgroup.com/global-disclosures    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.    Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi     This content is published by Capital Client Group, Inc.     U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html   To stay informed, follow us    LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all     YouTube: https://www.youtube.com/@CapitalGroup/videos     Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    About Capital Group    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.    Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html    Copyright ©2025 Capital Group

The United States lost its triple-A credit rating last month from Moody's, the last of the major rating agencies to give U.S. sovereign debt its highest assessment. What does it mean for interest rates, the U.S. economy and your investment portfolio? Capital Group economist Darrell Spence shares his view. #CapGroupGlobal     For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi   This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html   To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all   YouTube: https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

The ongoing energy transition has fundamentally changed the utilities industry. Fixed income investment analyst Barbora Matouskova looks at the shifting backdrop for European utilities and potential opportunities for bond investors. #CapGroupGlobal     For full disclosures go to capitalgroup.com/global-disclosures    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist  This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq  To stay informed, follow us  LinkedIn: https://bit.ly/42uSYbm  YouTube: https://bit.ly/4bahmD0  Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/  About Capital Group  Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.  Learn more: capitalgroup.com  Join us: capitalgroup.com/about-us/careers.html  Copyright ©2025 Capital Group 

Recent stock market volatility underscores the importance of diversification. Equity portfolio manager Diana Wagner shares with Mike Gitlin that such volatility can also unearth investment opportunities. She seeks durable companies that can perform well throughout an economic cycle, emphasizing pattern recognition, turnaround companies and the importance of culture. If you're interested in potential long-term investment ideas beyond artificial intelligence, this episode is for you.  #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi   This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html   To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all   YouTube: https://www.youtube.com/@CapitalGroup/videos   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

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

After a decade of dominance, the U.S. dollar has fallen sharply in the first few months of 2025. As tariffs and geopolitical disputes upend the global economic outlook, could this be the end of one of the longest dollar rallies in U.S. history? Capital Group currency analyst Jens Sondergaard offers his view. #CapGroupGlobal      For full disclosures go to capitalgroup.com/global-disclosures    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.    Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi     This content is published by Capital Client Group, Inc.     U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html     To stay informed, follow us    LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all     YouTube: https://www.youtube.com/@CapitalGroup/videos     Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    About Capital Group   Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.    Learn more: capitalgroup.com    Join us: capitalgroup.com/about-us/careers.html          Copyright ©2025 Capital Group 

In an era when too much information arrives at breakneck speed, simplicity has value. That's one lesson Andrew Suzman, equity portfolio manager and chair of Capital Research and Management Company, shares from a more than 30-year career as he sits down with Mike Gitlin for a discussion on the fundamentals of investing. Suzman explains how country of domicile may be obscuring the potential of great companies, how investors ignore valuation at their peril and why he still brings a calculator to meetings with management. If you're looking for ways to recognize value in the present rather than some far-off future, this episode is for you. #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures    For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi     This content is published by Capital Client Group, Inc.     U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html     To stay informed, follow us    LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all     YouTube: https://www.youtube.com/@CapitalGroup/videos     Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/    About Capital Group    Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.    Learn more: capitalgroup.com    Join us: capitalgroup.com/about-us/careers.html    Copyright ©2025 Capital Group

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

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