Capital Ideas Podcast

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

Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil's hyperinflation to investing through the 2008 global financial crisis. She shares how those moments influenced her focus on capital preservation, sustainable dividend growth, and fact-based decision-making, including why not all dividends are created equal.
 
Key takeaways:
A focus on how capital preservation and sustainable dividend growth can support long-term resilience.
Collaboration between equity and fixed income teams may help uncover early warning signals.
Opportunities may be emerging in non-U.S. markets and among stable dividend growers amid shifting global dynamics.
 
#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





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