# Building resilience into portfolios over the long term Page: https://stenobird.com/podcast/capital-ideas-podcast-325910/building-resilience-into-portfolios-over-the-long-term Text version: https://stenobird.com/podcast/capital-ideas-podcast-325910/building-resilience-into-portfolios-over-the-long-term.md Podcast: [Capital Ideas podcast](https://stenobird.com/podcast/capital-ideas-podcast-325910) Published: 2026-01-22T13:00:00+00:00 Episode link: https://www.capitalgroup.com/global-disclosures.html Audio file: https://traffic.libsyn.com/secure/capitalideas/CapGroup_eps_315_Capital_Conversations_-ALA_FINAL.mp3?dest-id=473267 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/capital-ideas-podcast-325910/episodes/building-resilience-into-portfolios-over-the-long-term Duration seconds: 1513 ## Resource 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. #CapGroupGlobal 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 www.capitalgroup.com/global-disclosures. For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitli… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/capital-ideas-podcast-325910/episodes/building-resilience-into-portfolios-over-the-long-term/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/capital-ideas-podcast-325910/building-resilience-into-portfolios-over-the-long-term.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.