Capital Ideas Podcast

It started with an impromptu phone call and has evolved into a thoughtful, prudent approach to bring private markets within reach for more investors. Hear Capital Group CEO Mike Gitlin and KKR co-CEO Scott Nuttall discuss partnership, the importance of aligned corporate cultures and share perspectives on pursuing better outcomes for investors. #CapGroupGlobal           Capital Group (the "Adviser") and Kohlberg Kravis Roberts & Co. L.P. (“KKR”) are not affiliated. The two firms maintain an exclusive partnership to deliver public-private investment solutions to investors.         For full disclosures go to capitalgroup.com/global-disclosures [https://www.capitalgroup.com/global-disclosures.html].         For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com [https://www.capitalgroup.com/advisor/insights/newsletter.html?cid=ci0421v919793]. If you’re based outside of the U.S., visit capitalgroup.com [https://www.capitalgroup.com/] for Capital Group insights.         Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi [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 [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 [https://www.linkedin.com/company/capital-group/posts/?feedView=all] YouTube: https://www.youtube.com/@CapitalGroup/videos [https://www.youtube.com/@CapitalGroup/videos]   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ [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 [https://www.capitalgroup.com/]     Join us: capitalgroup.com/about-us/careers.html [https://www.capitalgroup.com/about-us/careers.html]     Copyright ©2025 Capital Group

As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who got her start as a tech investor after the dot-com bubble, brings her global perspective to Capital Group to help discern which companies may thrive in the AI revolution – and which may get left behind. She sits down with Mike Gitlin to discuss the challenge facing companies in the AI race, how her international upbringing and optimistic nature teach her to be bold and tune out noise, and how she found a home at Capital Group thanks to its embrace of long-term investing. Tune in to hear where a seasoned tech investor is seeing the most opportunity. #CapGroupGlobal        For full disclosures, go to capitalgroup.com/global-disclosures [https://www.capitalgroup.com/global-disclosures.html].     For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com [https://www.capitalgroup.com/advisor/insights/newsletter.html?cid=ci0421v919793]. If you’re based outside of the U.S., visit capitalgroup.com [https://www.capitalgroup.com/] for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi [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 [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 [https://www.linkedin.com/company/capital-group/posts/?feedView=all]    YouTube: https://www.youtube.com/@CapitalGroup/videos [https://www.youtube.com/@CapitalGroup/videos]    Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ [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 [https://www.capitalgroup.com/]   Join us: capitalgroup.com/about-us/careers.html [https://www.capitalgroup.com/about-us/careers.html]   Copyright © 2025 Capital Group

Equity investment analysts Celia Huey outlines current investment opportunities in China, innovation in the technology and healthcare sectors and the benefits of local fundamental research. #CapGroupGlobal For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com [https://www.capitalgroup.com/advisor/insights/newsletter.html?cid=ci0421v919793]. If you’re based outside of the U.S., visit capitalgroup.com [https://www.capitalgroup.com/] for Capital Group insights.  Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist [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 [https://bit.ly/49rdcFq]  To stay informed, follow us  LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all [https://www.linkedin.com/company/capital-group/posts/?feedView=all] YouTube: https://www.youtube.com/@CapitalGroup/videos [https://www.youtube.com/@CapitalGroup/videos] Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ [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 [https://www.capitalgroup.com/]  Join us: capitalgroup.com/about-us/careers.html [https://www.capitalgroup.com/about-us/careers.html]  Copyright ©2025 Capital Group

What does a balanced portfolio look like when the economic outlook is uncertain and markets are near all-time highs? Capital Group portfolio managers Paul Benjamin and Hilda Applbaum share allocation strategies for today’s complex world. They cover stocks and bonds and advantages of a hybrid approach. Hilda offers insights on dividends and investment prospects among fallen angels, while Paul's extensive experience in the technology sector informs his investment approach. This podcast features excerpts from our July 31 webinar, “Asset allocation in uncertain times.” #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures [http://capitalgroup.com/global-disclosures]. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com [https://www.capitalgroup.com/advisor/insights/newsletter.html?cid=ci0421v919793]. If you’re based outside of the U.S., visit capitalgroup.com [https://www.capitalgroup.com/] for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi [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 [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 [https://www.linkedin.com/company/capital-group/posts/?feedView=all] YouTube: https://www.youtube.com/@CapitalGroup/videos [https://www.youtube.com/@CapitalGroup/videos] Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ [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 [https://www.capitalgroup.com/]Join us: capitalgroup.com/about-us/careers.html [https://www.capitalgroup.com/about-us/careers.html]Copyright ©2025 Capital Group

“When the thesis changes, you have to change with it,” says portfolio manager Julian Abdey. From earning the nickname Dr. Doom as a bank analyst in the leadup to the global financial crisis to scenario planning throughout the pandemic, Julian has honed the skill of doing his own research to gain an edge and stay ahead of change by embracing it. He sits down with Mike Gitlin to discuss how he gains conviction, where he sees potential “oaks” among small-cap “acorns,” and how his brief foray into life as an academic economist influences his approach to risk management. Tune in to hear the evolution of an independent thinker. #CapGroupGlobal       For full disclosures go to capitalgroup.com/global-disclosures [https://www.capitalgroup.com/global-disclosures.html]         For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com [https://www.capitalgroup.com/advisor/insights/newsletter.html?cid=ci0421v919793]. If you’re based outside of the U.S., visit capitalgroup.com [https://www.capitalgroup.com/] for Capital Group insights.         Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi [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 [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 [https://www.linkedin.com/company/capital-group/posts/?feedView=all]         YouTube: https://www.youtube.com/@CapitalGroup/videos [https://www.youtube.com/@CapitalGroup/videos]         Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ [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 [https://www.capitalgroup.com/]         Join us: capitalgroup.com/about-us/careers.html [https://www.capitalgroup.com/about-us/careers.html]         Copyright ©2025 Capital Group