Capital Ideas Podcast

Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades of navigating market volatility. She brings insights like “red flags” of company management teams, how she divides her investment portfolio into three buckets and the impact of the economic cycle on her investment approach. Hilda also shares how her love for learning and resilience amid tragedy shaped her worldview. Tune into this episode for more on how a long-term investor cuts through the noise. #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 manager Lisa Thompson, a veteran investor in international markets, shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from the rivalry between the U.S. and China. She also explains why she expects a new group of companies to lead markets in the coming years. #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

Fixed income investment analyst Holger Siebrecht looks at African bonds and their role in the wider emerging market debt (EMD) universe. He discusses how the region is faring amid tariff-related volatility and what these bonds can bring to an EMD portfolio. #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 [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  Join us: capitalgroup.com/about-us/careers.html     Copyright ©2025 Capital Group

“Being an analyst is the best job in the world,” says Greg Wendt, who happens to be the longest-serving analyst in Capital Group history. Wendt, who is about to wrap up a 37-year career, shares tales from his time venturing into the wild world of small-cap stocks, leveraging his college job at a department store into an interview with Sam Walton, legendary founder of Walmart, and helping launch Capital Group’s first-ever small-cap strategy. He explains how on-the-ground research can reveal a company’s competitive edge, and how business leaders can win with passion and a focus on the details. For those needing a reminder of how investing can be fun as well as fruitful, 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

The United States lost its triple-A credit rating last month from Moody’s, the last of the major rating agencies to give U.S. sovereign debt its highest assessment. What does it mean for interest rates, the U.S. economy and your investment portfolio? Capital Group economist Darrell Spence shares his view. #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