Capital Ideas™ 
Investment insights from Capital Group

Categories
Podcast
Building resilient portfolios in volatile markets
Mike Gitlin
President and Chief Executive Officer
Diana Wagner
Equity Portfolio Manager
May 13, 2025

Recent stock market volatility underscores the importance of diversification. Equity portfolio manager Diana Wagner shares with Mike Gitlin that such volatility can also unearth investment opportunities. She seeks durable companies that can perform well throughout an economic cycle, emphasizing pattern recognition, turnaround companies and the importance of culture. Tune in if you’re interested in potential long-term investment ideas beyond artificial intelligence.


Apple podcasts logo with link to podcast
Spotify logo with link to podcast
Youtube logo with link to video

Mike Gitlin is president and chief executive officer of Capital Group. He is also the chair of the Capital Group Management Committee. Mike has 31 years of investment industry experience (as of 12/31/2024). He holds a bachelor's degree from Colgate University.

Diana Wagner is an equity portfolio manager with 30 years of investment industry experience (as of 12/31/2024). She holds an MBA from Columbia and a bachelor’s degree in art history from Yale University.

Learn more about
Podcast
U.S. Equities
Market Volatility

The Apple logo, iPhone, iPod touch and iTunes are trademarks of Apple Inc., registered in the U.S. and other countries. Spotify® is owned by Spotify AB and is a registered trademark in the U.S. and other countries.

Our latest insights

OUR LATEST PODCASTS

Don’t miss out

Get the Capital Ideas newsletter in your inbox every other week

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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 information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.