Capital Ideas Podcast

Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil's hyperinflation to investing through the 2008 global financial crisis. She shares how those moments influenced her focus on capital preservation, sustainable dividend growth, and fact-based decision-making, including why not all dividends are created equal.
 
Key takeaways:
A focus on how capital preservation and sustainable dividend growth can support long-term resilience.
Collaboration between equity and fixed income teams may help uncover early warning signals.
Opportunities may be emerging in non-U.S. markets and among stable dividend growers amid shifting global dynamics.
 
#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





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





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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





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Copyright ©2026 Capital Group

Equity investment analyst and portfolio manager Bobby Chada looks at the European utilities sector. 
Bobby outlines what these companies can bring to a portfolio and why their traditional boring label is outdated as we enter a golden age of electrical grid building.
#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.
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
This content is published by Capital Client Group, Inc., and copyrighted to Capital Group and affiliates, 
2025, all rights reserved. 
For more information, including our detailed disclosures, visit www.capitalgroup.com/global-disclosures.
U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq
To stay informed, follow us
LinkedIn: https://bit.ly/42uSYbm
YouTube: https://bit.ly/4bahmD0
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

Capital Group political economist Matt Miller discusses his outlook for the U.S. midterm elections, along with other major events that are likely to shape the policy landscape in the new year. How will the political winds shift in 2026 and why should investors care? Tune in to hear Matt's view. #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

European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join host Mike Gitlin and seasoned portfolio manager Alfonso Barroso, who brings over 30 years of investment industry experience, as they piece together the bigger picture behind the sector's rise. Alfonso shares how improved profitability and shareholder-friendly policies are shaping the future of European banks.
In this episode, you'll also hear:
Where Alfonso sees other hidden value pockets across Europe
How focusing on downside risk can give investors an edge
What global research trips have taught him about seeing beyond the headlines

Tune in for a conversation that connects the dots on how a macro view and long-term perspective can promote better investment decisions.
#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 







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

Capital Group economist Jared Franz explores whether artificial intelligence (AI) will take our jobs. He shares insights on which roles are most vulnerable, why companies may favor experienced hires, and how AI could reshape economic growth and labor markets in the coming years. The conversation also touches on policy responses, universal basic income (UBI), and strategies for individuals to future-proof their careers. #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 ©2025 Capital Group