Capital Ideas Podcast

Martin Romo has spent more than 30 years at Capital Group — starting as a summer associate and now serving as chair and chief investment officer. In this conversation with Mike Gitlin, he shares lessons from his journey and explains the three pillars of The Capital System™: collaborative research, diverse perspectives and a long-term view.  You’ll hear Martin’s take on:  What many investors misunderstand about today’s markets  Why he focuses on the “what” instead of the “when”  The warning signs he looks for in the research process  How Capital Group’s culture and history shape decisions   A rare behind-the-scenes look at leadership, investing discipline and the mindset that drives long-term client outcomes. #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

Sweeping changes in global trade are reshaping the world order, presenting new opportunities for investors while posing significant risks to the global economy. To shed some light on the unfolding events, Capital Group international policy advisor Tom Cooney shares his thoughts on the future of global trade, why tariffs are taking center stage, and whether a series of new trade deals are providing a template for the road ahead. #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

Investment director Mandeep Saini looks at the world of property and casualty insurance. #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 

Ritchie Tuazon, a fixed income portfolio manager at Capital Group with expertise in TIPS and rates trading, shares insights on active fixed income strategies. He discusses how short-term signals can guide long-term investment views and the critical role of fixed income in portfolio diversification. Richie explains how strategic security selection and market positioning can outperform benchmarks like the Bloomberg U.S. Aggregate Bond Index. He emphasizes the importance of managing conviction without hubris and highlights lessons learned from mentorship and competitive sports.

 Massive investments in robots are bringing technologies once considered science fiction into the real world. Equity analyst Mihir Mehta explores the convergence of robotics with artificial intelligence and explains why companies are investing heavily in automation and humanoid robots. He tackles big questions about the future of work and what this new age of robots could mean for society, businesses and the global economy. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures       For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.       Watch our latest podcast, Capital Conversations, 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

Equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this space.#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 

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 

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

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 

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