Capital Ideas Podcast

In this episode, you'll hear from five portfolio managers with a combined 158 years of investment experience. They also all happen to be women who have found ways to thrive in a male-dominated industry. Each has invested through crises and learned from their successes and failures. You'll hear about the qualities of an effective management team, how important mentors are, and why women make great investors. #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. For full disclosures go to capitalgroup.com/global-disclosures. 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 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 To stay informed follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4dFTE1B Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ Copyright ©2024 Capital Group

Investment experts discuss their research trip to India, highlighting the importance of on-the-ground insights for making investment decisions. They explore rising consumer opportunities, India's role in global supply chains, and investment prospects in sectors like financials and manufacturing.

The podcast discusses investment environments in the U.S., Europe, and Asia with a focus on time as a competitive advantage. Topics also include failed technological investments, the symbolism of unique stones, lessons in market timing, the power of long-term investing, global opportunities, and impactful reflections.

Insiders discuss key factors shaping the US election, potential priorities of Biden and Trump administrations, impact of election years on market volatility, and importance of separating political emotions from investment decisions. Emphasis on engaging in respectful discourse and separating investment decisions from politics.

Portfolio manager discusses seeking undervalued stocks and the importance of patience. Insight into healthcare and pharmaceutical sector innovation. Analyst shares experiences with nuclear plant construction. Importance of building relationships and trust at Capital World.

Portfolio manager reflects on 32 years in investment business, highlighting the complexity of global markets. Contrasting geopolitical chaos with strong market performance and the need for adaptability. The importance of paranoia in investing and questioning management. Speaker's background, career decisions, retirement plans, and focus on well-being. The value of investment debate and discussion emphasized, including gratitude towards sponsor, Capital Group.

Capital Group portfolio manager Peter Eliot shares the journey that led him from a career as a value-oriented analyst covering the chemicals industry to a growth investor focused on both small- and large-cap companies. Related resources:10 investment themes for 2023 For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. For full disclosures go to capitalgroup.com/global-disclosures. Capital Client Group, Inc. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Over the past year, Mexico has surpassed China as the biggest trading partner to the United States. How did that happen? It's a trend called "Friendshoring." Listen in as Capital Group analyst Jeff Garcia explains this growing facet of global trade and why it's likely to become even more important in the years ahead. Related resources:Reshoring supply chains: What does it mean for investors? For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. Capital Client Group, Inc. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights.

Capital Group portfolio managers Martin Romo and Pramod Atluri share their outlook for the economy and markets. Can stocks continue to build on the powerful gains from 2023? Are bonds in better shape this year? Is the Federal Reserve done raising interest rates? Listen in to hear their views. Related resources:2024 Outlook Report For industry-leading insights, support tools and more, subscribe to Capital Ideas at getcapitalideas.com. The Capital Ideas website is not intended for use outside the U.S. In Canada visit capitalgroup.com/ca for Capital Group insights. Capital Client Group, Inc.

Former Capital Group CEO Tim Armour reflects on his 40-year career, discussing mentorship, private ownership benefits, company culture, and investment management. He shares insights on navigating market events and the future outlook of the company.