Feb 27, 2025

How can investors identify disruptive business models that can maintain growth? For Lara Pellini, it involves a travel-intensive, hands-on approach to evaluating companies. Listen in as Mike Gitlin interviews this London-based portfolio manager about everything from fashion trends to food delivery, and why she...

Feb 20, 2025

Dane Mott, a Capital accounting analyst, shares his experiences and insights from a trip he recently led to Columbus, Ohio for an up close view of how artificial intelligence is transforming the American heartland. Dane, an Ohio native, describes the vast transformation he has seen in the area, which is home to more...

Feb 13, 2025

When stock markets continuously reach new highs, investors might be tempted to throw caution to the wind — or conversely, stay on the sidelines. In this episode, equity portfolio manager Will Robbins talks with Mike Gitlin about potential market downturns and how a disciplined investment approach has helped him...

Feb 6, 2025

Wesley Phoa, a portfolio manager overseeing the American Funds Target Date Retirement Series® and other portfolio solutions, discusses his thoughts on investing at a time of heightened uncertainty. With trade wars and actual wars raging around the world, how should investors think about risk management when...