Capital Ideas Podcast

Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies, or companies outside of AI and big tech. She offers three catalysts that could sustain the rally, identifies areas where she is hunting for investment opportunity and explains why she believes we may be at the start of a physical economy renaissance. #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://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






To stay informed, follow us






LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all






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Follow Mike Gitlin: 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 ©2026 Capital Group

Did you know municipal bonds are deeply woven into everyday life? Karl Zeile, a fixed income portfolio manager with 32 years of industry experience, explains why the tax advantage of muni bonds is more relevant than ever. He lays out a practical framework for how financial advisors and investors can think about using them in today's market. #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.



This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.



For more information, including our detailed disclosures, visit www.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





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





To stay informed, follow us





LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all





YouTube: https://www.youtube.com/@CapitalGroup/videos





Follow Mike Gitlin: 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 © 2026 Capital Group

Gold prices have skyrocketed over the past three years. In March 2023, the precious metal was trading below $2,000 an ounce. By March 2026, it was above $5,000. What's the catalyst? Three Capital Group portfolio managers offer their views on gold and what it means for your investment 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://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
 





To stay informed, follow us





LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all





YouTube: https://www.youtube.com/@CapitalGroup/videos





Follow Mike Gitlin: 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 ©2026 Capital Group

Equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its 
impacts on the current AI boom.





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://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





To stay informed, follow us





LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all





YouTube: https://www.youtube.com/@CapitalGroup/videos





Follow Mike Gitlin: 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 ©2026 Capital Group

Long-term investing success comes from experience, humility and learning across market cycles — not short-term forecasting. In this episode, equity analyst Cyana Chilton shares why disciplined, dispassionate thinking matters, especially in moments of stress. As she puts it, "You can't model human behavior," and understanding that reality helps her make better decisions for shareholders. #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.



This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 2026, all rights reserved.



For more information, including our detailed disclosures, visit www.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 




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




To stay informed, follow us




LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all 




YouTube: https://www.youtube.com/@CapitalGroup/videos 




Follow Mike Gitlin: 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 © 2026 Capital Group