Capital Ideas Investing Podcast

Thinking outside the U.S. box: Emerging markets opportunities


Listen Later

Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about how emerging markets have evolved to include world-class financial technology and social media businesses. He highlights how some of his very best opportunities have been his most controversial. Brad also describes how a retweet of one of his articles by Narendra Modi, the Prime Minister of India, brought attention to Capital Group’s views on the subcontinent. If you want to learn more about investing in a global economy and how taking risks in your personal and professional life can lead to opportunities, 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

...more
View all episodesView all episodes
Download on the App Store

Capital Ideas Investing PodcastBy Capital Group

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

258 ratings


More shows like Capital Ideas Investing Podcast

View all
Investing Insights by Morningstar

Investing Insights

479 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

90 Listeners

Masters in Business by Bloomberg

Masters in Business

2,186 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

992 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

920 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

805 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

270 Listeners

The Long View by Morningstar

The Long View

858 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,278 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,526 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

395 Listeners

Barron's Live by Barron's Live

Barron's Live

189 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

74 Listeners