Capital Ideas Investing Podcast

How to approach rainy-day investing in record-high markets


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When stock markets continuously reach new highs, investors might be tempted to throw caution to the wind — or conversely, stay on the sidelines. In this episode, equity portfolio manager Will Robbins talks with Mike Gitlin about potential market downturns and how a disciplined investment approach has helped him prepare for moments of crisis. He also gives his views on artificial intelligence and where he’s finding opportunities in slowing industries. If you’re interested in investment styles that focus on downside protection, even when times are good, 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://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/4dFTE1B

 

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

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Capital Ideas Investing PodcastBy Capital Group

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