Preview Mode Links will not work in preview mode

Apr 9, 2026

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...


Apr 2, 2026

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...


Mar 26, 2026

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...


Mar 24, 2026

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...


Mar 19, 2026

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...