Capital Ideas Podcast

Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets at the midpoint of 2025. How are tariffs, trade wars and actual wars affecting the outlook for the global economy? Is stock market volatility presenting opportunities for long-term investors? Can bonds help to balance equity risk in your portfolio? We’ll tackle those questions and more.  #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

In the first part of our look at Latin America, equity investment analyst Ana Reynal looks at the current outlook for Mexico. Ana, who grew up in Mexico, explains the benefits of local knowledge when investing in this part of the world. #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

Samir Parekh has seen a lot in his 24 years of investing, most prominently India’s shift towards wealth creation and zeal for entrepreneurship. Samir sits down with Mike Gitlin to talk about what that shift looks like on the ground, and how political changes and demographics are serving as tailwinds. Samir discusses his comfort with volatility, his interest in family-owned companies and how he factors currency into global investing. He also shares his optimism about European banks and Japan’s laser focus on creating shareholder value. If you’re interested in taking a deeper dive into the investment opportunity in South Asia as an emerging market, or just share Samir's love of cricket, 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 economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States. He outlines four scenarios for boosting domestic manufacturing and explains how each could impact the economy and job growth. He also identifies industries that could benefit from U.S. reindustrialization policy. #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

In the second part of our look at African bonds, fixed income investment analyst Holger Siebrecht looks at the impact of commodities and focuses on the large South African market. #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