Capital Ideas podcast

Midterm elections preview: Who will control Congress?

Show notes

Capital Group political economist Matt Miller discusses his outlook for next week's U.S. midterm elections. Are the political winds shifting in America? 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 https://www.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

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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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Oct 29, 2026 27 min

What continuous learning looks like over 30 years of investing

Show notes

After nearly 30 years at Capital Group, portfolio manager Grant Cambridge is still looking for ways to learn. From taking a virtual AI course through MIT to focusing on sustainable income rather than chasing yield, Grant explains why curiosity, mentorship and continuous improvement can create a lasting edge, both in investing and in life.

#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 more information, including our detailed disclosures, visit https://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 https://www.capitalgroup.com/ for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Oct 22, 2026 27 min

What's next for AI amid the boom and doom

Show notes

How worried should we be about artificial intelligence? As AI grows more powerful, warnings about its potential risks have become harder to ignore. Capital Group economist Jared Franz explores what these concerns reveal about society, how the U.S.-China race is reshaping the technology's future, and what it all could mean for 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 https://www.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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Oct 15, 2026 22 min

Starbucks CEO: Why human connection matters more than ever in an AI world

Show notes

What makes an iconic brand endure? Starbucks Chairman and CEO Brian Niccol says it starts with understanding why people connect with it in the first place. At Starbucks, he focuses on getting out from behind the spreadsheet and into the business, listening to customers and employees, sweating the details that shape an experience and using AI to strengthen human connection rather than replace it.

#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 more information, including our detailed disclosures, visit https://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 https://www.capitalgroup.com/ for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Oct 8, 2026 33 min

Why Asian credit deserves a closer look

Show notes

Why should investors pay attention to Asian credit? Singapore-based fixed income analyst Debbie Leow explains how the asset class can offer diversification, income potential and a different risk profile within a portfolio. Drawing on examples across countries and sectors, she shares how she evaluates opportunities through three lenses: credit quality, market technicals and valuation, and how the Asian credit market has evolved in recent years.

#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 more information, including our detailed disclosures, visit https://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 https://www.capitalgroup.com/ for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Oct 1, 2026 23 min

Will 'Grand Theft Auto VI' turbo charge the gaming industry?

Show notes

Capital Group equity analyst Nathan Meyer shares his outlook for the video games industry ahead of potentially the biggest game launch in history. "Grand Theft Auto VI," scheduled for release in November, is expected to break sales records at a time when the gaming industry could use a shot in the arm.

#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 https://www.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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Sep 24, 2026 25 min

Luxury, mining and the power of connecting the dots

Show notes

From advising Canada's finance minister to researching companies across luxury and mining industries, Capital Group equity analyst Frank Beaudry has learned that great investing isn't just about the numbers, it's about understanding the people behind them.

Key takeaways include:

• Looking beyond short-term noise and focusing on durable trends
• Challenging assumptions through continuous learning and intellectual flexibility
• Understanding the lasting value of trust, relationships and strong brands

#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 more information, including our detailed disclosures, visit https://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 https://www.capitalgroup.com/ for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Sep 17, 2026 30 min

Bond talk: Which way interest rates?

Show notes

Capital Group fixed income manager John Queen discusses his outlook for the U.S. bond market as concerns about elevated inflation and rising debt levels spark a sell-off.

#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 https://www.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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Sep 10, 2026 34 min

NFL Colts QB Daniel Jones on quiet leadership

Show notes

If there's one thing quarterback Daniel Jones has learned across three National Football League (NFL) teams, it's that leadership doesn't have to be loud. From walking on at Duke to navigating the intense spotlight of New York, Daniel shares why authenticity, consistency, and earning trust every day have shaped both his career and his approach to leading others.

#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 more information, including our detailed disclosures, visit https://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 https://www.capitalgroup.com/ for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Sep 3, 2026 25 min

Market leadership: U.S. vs international stocks

Show notes

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of U.S., international and emerging markets stocks. So far this year, emerging markets are winning, but can that continue? Lisa and Diana share their thoughts.

#CapGroupGlobal

For full disclosures go to capitalgroup.com/global-disclosures

For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit https://www.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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Aug 27, 2026 31 min

Investing through the AI transition

Show notes

Equity portfolio manager Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view: while technology evolves, the fundamentals of investing do not. Brady explains why technological change can create enormous opportunity — but also why some companies never recover from missing major transitions. The key isn't predicting every winner; it's striving to identify which companies are on the right side of change.

#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 more information, including our detailed disclosures, visit https://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 https://www.capitalgroup.com/ for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Aug 20, 2026 26 min

The next wave of defense spending

Show notes

Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the $2.7 trillion defense industry. With ongoing wars in Ukraine and the Middle East, defense spending is on the rise amid a geopolitical realignment that may still be in its early stages. Zach and Caroline offer their views on the investment implications.

#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 https://www.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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Aug 13, 2026 25 min

Who you become when you invest

Show notes

For Greg Miliotes, portfolio manager and Investment Group Oversight Chair, becoming an investor isn't about what you'll learn in a book or copying someone else's style. It's about curating your own playbook through a strong mental framework, long-term discipline and the conviction needed to navigate uncertainty. Greg demonstrates how the combination of experience, mistakes and repetition help investors develop a personal investment approach over time.

#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 more information, including our detailed disclosures, visit http://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 https://www.capitalgroup.com/ for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Aug 6, 2026 23 min

8 book recommendations for your summer reading list

Show notes

Looking for some great reading material on a hot summer day? We've got you covered. Here are eight compelling titles taken straight from the shelves of Capital Group portfolio managers, economists and others.

#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 https://www.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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Jul 30, 2026 9 min

Follow the research, not the crowd

Show notes

After more than 30 years as a fixed income portfolio manager, David Hoag has learned to trust the experts and not "invent your own wheel." Driving outcomes for clients starts with following deep research, then applying judgment over time.

Hear practical takeaways from David's tenured career, including:

• A firsthand look at the discipline, accountability and thoughtful decision-making process behind managing client assets
• Why long-term outcomes depend on adapting, staying disciplined and continuously reassessing
• The one piece of advice he's given to thousands of interview candidates about the investment business

#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 more information, including our detailed disclosures, visit http://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 https://www.capitalgroup.com/ for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Jul 23, 2026 22 min

2026 Midyear Outlook

Show notes

Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Equity portfolio manager Martin Jacobs and fixed income portfolio manager Chitrang Purani explore what's driving markets today, from AI to the outlook for inflation and interest rates. This episode is adapted from our June 25 webinar, 2026 Midyear Outlook.

#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 https://www.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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Jul 16, 2026 38 min

How Chef Daniel Boulud scaled a restaurant empire with intention

Show notes

In a highly competitive industry, Chef Daniel Boulud has built an enduring brand defined by excellence over decades. From early days in the kitchen to leading a global restaurant group, he shares what it takes to scale with intention, balance tradition with innovation, and develop teams that sustain excellence over time.

Also in this episode:

• AI's impact on the restaurant industry - including a robotic kitchen
• Chef Daniel's advice on choosing a mentor wisely
• How Chef Daniel gives back to the community

#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 more information, including our detailed disclosures, visit http://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 https://www.capitalgroup.com/ for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Jul 9, 2026 24 min

Balancing act: Investing amid the AI boom and the Iran war

Show notes

Market volatility is coming from multiple directions — the Iran war, the AI boom, rising inflation, weakening consumer demand. In this episode, Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced. #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 https://www.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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Jul 2, 2026 25 min

A hunting dog mindset to investing

Show notes

What does it take to stay ahead in a world of constant disruption? For Harold La, an equity portfolio manager, it's not about predicting the future, it's about putting yourself in a position to see change early, build conviction and stay with it over time.

After nearly three decades investing across global emerging markets in Asia, including India and China, Harold shares an active approach built on getting beyond the screen — sourcing ideas firsthand, meeting companies on the ground and leaning into parts of the market others overlook.

His philosophy centers on three principles:

• Be proactive: Pursue opportunity in under-researched, often uncomfortable areas
• Be present: Build conviction through direct, firsthand insight
• Be patient: Give ideas time to compound and be recognized

#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 more information, including our detailed disclosures, visit http://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 https://www.capitalgroup.com/ for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/4aKcZ2c

U.K. investors can view a glossary of technical terms here: https://bit.ly/46s4Fmp

To stay informed, follow us

LinkedIn: https://bit.ly/4qQrPdH

YouTube: https://bit.ly/3OJfg6m

Follow Mike Gitlin: https://bit.ly/46onTta

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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Jun 25, 2026 26 min

When will homes be affordable again?

Show notes

The U.S. economy looks resilient based on top-line growth, yet the housing market remains stuck in neutral. Portfolio manager Taylor Hinshaw discusses the disconnect and what it will take for the crucial housing sector, and its broader economic impact, to turn around.

#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 https://www.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: https://www.capitalgroup.com/

Join us: https://www.capitalgroup.com/about-us/careers.html

Jun 18, 2026 23 min

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