Building resilience into portfolios over the long term

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. 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 For our latest insights, practice management ideas and more,

You can listen to Building resilience into portfolios over the long term online on Radio and Podcast. Open the player on this page to stream the available audio.

Building resilience into portfolios over the long term is an episode from Capital Ideas Investing Podcast by Capital Group.

This episode is 25:13 long.

This episode was published on Jan 22, 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.