Capital Ideas podcast

Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility and cyclicality. She also explains why she believes macroeconomic and political cycles matter more today in both emerging and developed markets.

#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 ©2026 Capital Group

Before becoming a fixed income portfolio manager, Shannon Ward's passion was psychology. Today, she uses understanding people and behavior to inform her investment strategies in high-yield bonds.

Key takeaways:

• The importance of portfolio diversification and avoiding what you don't fully understand
• Lessons from three decades of market cycles
• How strong partnerships with analysts can help create resilient portfolios

#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.

This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.

For more information, including our detailed disclosures, visit 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 capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

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 © 2026 Capital Group

Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI. #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 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., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. 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 ©2026 Capital Group

Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global energy market. He also explains why the U.S. continues to hold its position as the number one oil producer in the world, and what that means for the U.S. 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, 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 ©2026 Capital Group

Fixed income investment analyst Julian James discusses the prospects for investment grade US utilities. Julian outlines why regulation is the key driver of quality for companies in this space and how he sifts through such a large sector to find the most attractive opportunities for portfolios. #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 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., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. 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 ©2026 Capital Group

In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed to the point of writing press releases before any coding begins. In this episode, hear how he drives this culture, where he sees AI going next, and his advice for recent graduates.

Key takeaways include:

• How Amazon has built a customer-obsessed culture
• Why AI is the most transformative technology of our time
• The future of drones, robotics and global connectivity
• Practical career advice for graduates

#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. This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.

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 capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube:https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

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 © 2026 Capital Group

Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund®, discusses his outlook for the global equity markets in 2026 and beyond. Joined by special guest, investment director David Polak, the two offer their views on shifting global trade winds, the rise of international markets, and the origins of the New Geography of Investing. #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 ©2026 Capital Group

Investment analyst Kelly Murphy shares her journey from trading to investing and explains why learning for a living makes this role so dynamic and rewarding. Get an inside view on her day-to-day covering large-cap gaming and leisure, as well as small-cap investing.

Catch more on:

• Gaming and leisure trends, regulatory risks and long-term outlook
• Kelly's process of "turning over rocks" to find companies early
• How a contrarian mindset and long-term perspective help her find comfort in discomfort
• Her advice for new analysts, including acting on conviction and balancing IQ and EQ

#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.

This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.

For more information, including our detailed disclosures, visit 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 capitalgroup.com for Capital Group insights.

Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi

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 © 2026 Capital Group

Fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields, an often overlooked area. Sandro explains how he values companies in transition, and why terminal value and pricing power matter. He also explores the surge in AI-related issuance and the evolving role of private credit.

#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 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., and copyrighted to Capital Group and affiliates, 2026, all rights reserved. For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. 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 ©2026 Capital Group

Capital Group chief investment officer Martin Romo and portfolio manager Pramod Atluri share their 2026 outlook for the global economy and markets. Are we in the midst of an AI bubble or an AI boom? How far will the Federal Reserve go in its latest rate-cutting cycle? How might rising tariffs and trade tensions impact global economic activity? And what could it all mean for your portfolios? 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://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 ©2026 Capital Group