Capital Ideas Podcast

New York to Tokyo: Investing insights from a global nomad


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How does the curiosity that inspires a global nomadic lifestyle also influence investing insights? Capital Group equity portfolio manager Gerald Du Manoir talks with Mike Gitlin about international trends shaping the market and why companies need to constantly reinvent themselves. Gerald shares his views on demographic trends, what high interest rates could mean for companies and why a signed Pelé ball sits on his shelf. If you want insights on long-term investing and international markets, 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 PodcastBy Capital Group

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