Capital Ideas Podcast

Jens Sondergaard, a currency analyst at Capital Group, dives into the recent dramatic fall of the U.S. dollar. He discusses the paradox of its ongoing strength during market volatility and the risks of a weaker dollar for investors. Sondergaard explores potential future scenarios for the dollar amidst global shifts and the rise of alternative currencies. The conversation also touches on the evolving landscape of cryptocurrencies, highlighting their investment risks compared to traditional assets, and the dollar's lasting significance in the global economy.

Andrew Suzman, an equity portfolio manager with over 30 years of experience, shares his investment wisdom with Mike Gitlin. They discuss the importance of getting back to basics in a world flooded with information. Suzman reveals how the country of domicile can obscure great companies and emphasizes the dangers of ignoring valuation. He humorously notes the rarity of using a calculator in meetings and highlights the lasting value of combining management analysis with financial metrics for successful investing.

Jody Jonsson and Chit Purani, both Capital Group portfolio managers, dissect the impacts of rising tariffs on global markets. Jody provides insights on equity market volatility, stressing the importance of diversification and long-term strategies amid trade tensions. Chit discusses fixed income strategies, focusing on interest rate duration and credit quality for portfolio resilience. They share valuable lessons from past economic downturns, emphasizing adaptability and patience for investors navigating uncertain times.

Equity investment analyst Rich Wolf looks at how increased life expectancy is reshaping healthcare and investment strategies, highlighting advancements in healthcare, the impact of aging, and promising areas in medical technology. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures  For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist This content is published by Capital Client Group, Inc. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group

High-yield bonds are showing strong income potential. Bond manager David Daigle discusses how these bonds have evolved from the 1980s’ debt-fueled buyouts depicted in the movie Wall Street. In a conversation with Mike Gitlin, he compares high-yield debt investing to avalanche safety training and shares which investors may benefit from exposure to high-yield bonds. David also relays how investing in companies that ended in bankruptcy shapes his view on risk. If you’re interested in income-seeking investment ideas for your portfolio, this episode is for you.  #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you’re based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi    This content is published by Capital Client Group, Inc.    U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html    To stay informed, follow us   LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all    YouTube: https://www.youtube.com/@CapitalGroup/videos    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

Chris Buchbinder, a veteran equity portfolio manager at Capital Group, shares invaluable insights from his extensive experience navigating market crises. He emphasizes patience as a vital investment strategy amid volatility, drawing lessons from past economic upheavals and the current AI boom and trade tensions. Buchbinder discusses opportunities in resilient sectors like healthcare and the evolving landscape of autonomous vehicles. He also highlights the importance of mentorship in investing and shares his favorite reads that inspire strategic thinking.

Danny Jacobs, a Fixed Income Investment Analyst at Capital Group specializing in the automotive sector, discusses the seismic shifts in the industry. He examines how tariffs disrupt production and supply chains, revealing vulnerabilities among smaller suppliers. The conversation dives into the transition to electric vehicles, highlighting competitive strategies from both legacy automakers and newcomers like Tesla. Jacobs identifies investment opportunities amidst these changes, emphasizing the need for adaptive management in the evolving commercial vehicle market.

Cheryl Frank, an equity portfolio manager at Capital Group known for her expertise in healthcare and technology, joins Mike Gitlin to explore the enduring impacts of the pandemic on society and investments. They discuss the dynamic shifts in commercial real estate, healthcare regulations, and labor markets. Cheryl draws intriguing parallels between investing and dating from her popular research paper, stressing the significance of healthy investment relations. Tune in for insights on navigating crises and recognizing long-term opportunities!

Matt Hochstetler, a seasoned portfolio manager for Capital Group, shares his contrarian investment philosophy and emphasizes the value of diverse perspectives. He discusses the importance of navigating market challenges, particularly high U.S. valuations. Matt reflects on his upbringing in Lawrence, Kansas, and how personal experiences shaped his investment approach. He highlights global opportunities and advocates for long-term thinking, emphasizing the need for resilient investments and the potential of the working class.

Etrit Vllasalija, a fixed income investment analyst at Capital Group, brings insights on the European banking sector's investment landscape. He discusses the solid fundamentals of European banks and their regulatory changes. Vllasalija contrasts European banks with their U.S. counterparts, highlighting potential growth from cross-border mergers. He identifies trends in domestic consolidation, particularly in Spain and Ireland, and emphasizes investment prospects in undervalued banks from Greece, Spain, and Italy.