Capital Ideas Podcast

The trouble with unsustainable debt

Capital Group investment analysts take a deep dive into rising government debt. Are current debt levels in the U.S., Europe and elsewhere sustainable? When do they become unsustainable? And what does that mean for investors? Fixed income analysts Doug Kletter, Jason Davis and Arjun Madan share their views in a panel discussion hosted by Capital Group investment director Ed Harrold. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures [https://capitalgroup.com/global-disclosures] For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com [https://getcapitalideas.com]. If you're based outside of the U.S., visit capitalgroup.com [https://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://capitalgroup.com] Join us: capitalgroup.com/about-us/careers.html [https://capitalgroup.com/about-us/careers.html] Copyright ©2025 Capital Group

The rise and rise of Chinese automakers

China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market. Ertan looks at current factors shaping this sector and gives insights from his hundreds of company meetings. #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. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. 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 [https://bit.ly/CG-Gitlin-playlist] This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2025, all rights reserved. For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. [https://www.capitalgroup.com/global-disclosures.] 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 [https://capitalgroup.com] Join us: capitalgroup.com/about-us/careers.html [https://capitalgroup.com/about-us/careers.html] Copyright ©2025 Capital Group

Running a tight, high-conviction portfolio in a noisy market

As a former analyst covering the asset management industry, equity portfolio manager Emme Kozloff knows how to find clarity in a noisy market. The 19-year veteran of Capital Group joins host Mike Gitlin to discuss the art of filtering information, the value of mental flexibility and the discipline required to invest with conviction. You'll hear Emme's perspective on: * Why concentrated portfolios sharpen focus and conviction * How to adapt quickly when facts change * Lessons learned from retail "guerrilla warfare" and turnarounds * The importance of partnering with analysts for deeper insights * Real opportunities in AI and health care Tune in for a candid conversation about removing distractions and building portfolios that stand the test of time. #CapGroupGlobal For full disclosures, go to capitalgroup.com/global-disclosures [https://For%20full%20disclosures,%20go%20to%20capitalgroup.com/global-disclosures]. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com [https://getcapitalideas.com]. If you're based outside of the U.S., visit capitalgroup.com [https://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://capitalgroup.com] Join us: capitalgroup.com/about-us/careers.html [https://capitalgroup.com/about-us/careers.html] Copyright ©2025 Capital Group

Private markets and macro outlook

Capital Group portfolio manager John Queen and Paula Campbell Roberts, chief investment strategist for global wealth at KKR, offer their views on the U.S. macroeconomic outlook, including the health of public and private markets. They share their expectations for interest rates, inflation, the labor market, stocks and bonds, along with some thoughts on whether certain markets have reached "bubble" territory. #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures [https://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 [https://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://capitalgroup.com] Join us: capitalgroup.com/about-us/careers.html [https://capitalgroup.com/about-us/careers.html] Copyright ©2025 Capital Group

European industrials - innovation and tariff resilience explained

Far from the traditional image of industrials as an old economy, slow growth, low innovation sector, many of these companies have changed beyond recognition in recent years. Equity investment analyst Sebastian Siersted focuses on the European industrials space and outlines why he feels businesses in this part of the world have an innovation head start on peers around the world and are well insulated against any future tariff threat. #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. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. 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 [https://bit.ly/CG-Gitlin-playlist] This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2025, all rights reserved. For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures. [https://www.capitalgroup.com/global-disclosures.] 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 [https://capitalgroup.com] Join us: capitalgroup.com/about-us/careers.html [https://capitalgroup.com/about-us/careers.html] Copyright ©2025 Capital Group