Capital Ideas Podcast

After a decade of dominance, the U.S. dollar has fallen sharply in the first few months of 2025. As tariffs and geopolitical disputes upend the global economic outlook, could this be the end of one of the longest dollar rallies in U.S. history? Capital Group currency analyst Jens Sondergaard offers his view. #CapGroupGlobal      For full disclosures go to capitalgroup.com/global-disclosures  [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 [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 [capitalgroup.com]    Join us: capitalgroup.com/about-us/careers.html  [capitalgroup.com/about-us/careers.html]         Copyright ©2025 Capital Group

In an era when too much information arrives at breakneck speed, simplicity has value. That’s one lesson Andrew Suzman, equity portfolio manager and chair of Capital Research and Management Company, shares from a more than 30-year career as he sits down with Mike Gitlin for a discussion on the fundamentals of investing. Suzman explains how country of domicile may be obscuring the potential of great companies, how investors ignore valuation at their peril and why he still brings a calculator to meetings with management. If you’re looking for ways to recognize value in the present rather than some far-off future, this episode is for you. #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

Capital Group portfolio managers Jody Jonsson and Chit Purani discuss their views on the equity and fixed income markets amid rising tariffs and escalating trade disputes around the world. Will tariff-related volatility continue to roil the markets? Tune in to hear their thoughts. #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 analyst Rich Wolf looks at how increased life expectancy is reshaping healthcare and investment strategies, highlighting advancements in healthcare, the impact of aging, and promising areas in medical technology. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures  [capitalgroup.com/global-disclosures] For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. [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 [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://bit.ly/42uSYbm [https://bit.ly/42uSYbm] YouTube: https://bit.ly/4bahmD0 [https://bit.ly/4bahmD0] 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 [capitalgroup.com] Join us: capitalgroup.com/about-us/careers.html [capitalgroup.com/about-us/careers.html] Copyright ©2025 Capital Group

High-yield bonds are showing strong income potential. Bond manager David Daigle discusses how these bonds have evolved from the 1980s’ debt-fueled buyouts depicted in the movie Wall Street. In a conversation with Mike Gitlin, he compares high-yield debt investing to avalanche safety training and shares which investors may benefit from exposure to high-yield bonds. David also relays how investing in companies that ended in bankruptcy shapes his view on risk. If you’re interested in income-seeking investment ideas for your portfolio, this episode is for you.  #CapGroupGlobal   For full disclosures go to capitalgroup.com/global-disclosures [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 [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 [capitalgroup.com]   Join us: capitalgroup.com/about-us/careers.html [capitalgroup.com/about-us/careers.html]   Copyright ©2025 Capital Group