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Thinking outside the U.S. box: Emerging markets opportunities
Mike Gitlin
President and Chief Executive Officer
Brad Freer
Equity Portfolio Manager
March 12, 2025

Could emerging markets be the breakout star of this decade? In this episode, equity portfolio manager Brad Freer talks with Mike Gitlin about how emerging markets have evolved to include world-class financial technology and social media businesses. He highlights how some of his very best opportunities have been his most controversial. Brad also describes how a retweet of one of his articles by Narendra Modi, the Prime Minister of India, brought attention to Capital Group’s views on the subcontinent. If you want to learn more about investing in a global economy and how taking risks in personal and professional life can lead to opportunities, this episode is for you.


 


Mike Gitlin is president and chief executive officer of Capital Group. He is also the chair of the Capital Group Management Committee. Mike has 32 years of investment industry experience (as of 12/31/2025). He holds a bachelor's degree from Colgate University.

 

Brad Freer is an equity portfolio manager with 35 years of investment industry experience (as of 12/31/2025). He holds a bachelor’s degree in international relations from Connecticut College and is a CFA® charterholder.

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