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How to approach rainy-day investing in record-high markets
Mike Gitlin
President and Chief Executive Officer
Will Robbins
Portfolio Manager and Head of Solutions
February 12, 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 prepare for moments of crisis. He also gives his views on artificial intelligence and where he’s finding opportunities in slowing industries. If you’re interested in investment styles that focus on downside protection, even when times are good, 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.

 

Will Robbins is an equity portfolio manager with 34 years of industry experience (as of 12/31/2025). Will holds an MBA from Harvard Business School and a bachelor’s degree from Harvard College, graduating magna cum laude.

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U.S. Equities
Artificial Intelligence

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