Beyond AI: Investing in the physical economy

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 opportunity and explains why she believes we may be at the start of a physical economy renaissance. For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more,

You can listen to Beyond AI: Investing in the physical economy online on Radio and Podcast. Open the player on this page to stream the available audio.

Beyond AI: Investing in the physical economy is an episode from Capital Ideas Investing Podcast by Capital Group.

This episode is 25:11 long.

This episode was published on Apr 9, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Capital Ideas Investing Podcast when more episodes are available from the podcast feed.