Capital Ideas podcast

Samir Parekh has seen a lot in his 24 years of investing, most prominently India's shift towards wealth creation and zeal for entrepreneurship. Samir sits down with Mike Gitlin to talk about what that shift looks like on the ground, and how political changes and demographics are serving as tailwinds. Samir discusses his comfort with volatility, his interest in family-owned companies and how he factors currency into global investing. He also shares his optimism about European banks and Japan's laser focus on creating shareholder value. If you're interested in taking a deeper dive into the investment opportunity in South Asia as an emerging market, or just share Samir's love of cricket, 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

Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States. He outlines four scenarios for boosting domestic manufacturing and explains how each could impact the economy and job growth. He also identifies industries that could benefit from U.S. reindustrialization policy.

#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

In the second part of our look at African bonds, fixed income investment analyst Holger Siebrecht looks at the impact of commodities and focuses on the large South African market. #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

Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades of navigating market volatility. She brings insights like "red flags" of company management teams, how she divides her investment portfolio into three buckets and the impact of the economic cycle on her investment approach. Hilda also shares how her love for learning and resilience amid tragedy shaped her worldview. Tune into this episode for more on how a long-term investor cuts through the noise.

#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

Capital Group portfolio manager Lisa Thompson, a veteran investor in international markets, shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from the rivalry between the U.S. and China. She also explains why she expects a new group of companies to lead markets in the coming years.

#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

Fixed income investment analyst Holger Siebrecht looks at African bonds and their role in the wider emerging market debt (EMD) universe. He discusses how the region is faring amid tariff-related volatility and what these bonds can bring to an EMD portfolio. #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

"Being an analyst is the best job in the world," says Greg Wendt, who happens to be the longest-serving analyst in Capital Group history. Wendt, who is about to wrap up a 37-year career, shares tales from his time venturing into the wild world of small-cap stocks, leveraging his college job at a department store into an interview with Sam Walton, legendary founder of Walmart, and helping launch Capital Group's first-ever small-cap strategy. He explains how on-the-ground research can reveal a company's competitive edge, and how business leaders can win with passion and a focus on the details. For those needing a reminder of how investing can be fun as well as fruitful, 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

The United States lost its triple-A credit rating last month from Moody's, the last of the major rating agencies to give U.S. sovereign debt its highest assessment. What does it mean for interest rates, the U.S. economy and your investment portfolio? Capital Group economist Darrell Spence shares his 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 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

The ongoing energy transition has fundamentally changed the utilities industry. Fixed income investment analyst Barbora Matouskova looks at the shifting backdrop for European utilities and potential opportunities for bond 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 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

Recent stock market volatility underscores the importance of diversification. Equity portfolio manager Diana Wagner shares with Mike Gitlin that such volatility can also unearth investment opportunities. She seeks durable companies that can perform well throughout an economic cycle, emphasizing pattern recognition, turnaround companies and the importance of culture. If you're interested in potential long-term investment ideas beyond artificial intelligence, 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