# Regulation dictates opportunity in US utilities Page: https://stenobird.com/podcast/capital-ideas-podcast-325910/regulation-dictates-opportunity-in-us-utilities Text version: https://stenobird.com/podcast/capital-ideas-podcast-325910/regulation-dictates-opportunity-in-us-utilities.md Podcast: [Capital Ideas podcast](https://stenobird.com/podcast/capital-ideas-podcast-325910) Published: 2026-02-24T14:52:50+00:00 Episode link: https://capitalideas.libsyn.com/regulation-dictates-opportunity-in-us-utilities Audio file: https://traffic.libsyn.com/secure/capitalideas/03_FF_TAV_Ep_22_Regulation_dictates_opportunity_in_US_utilities__mixdown__-16_LUFS.mp3?dest-id=473267 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/capital-ideas-podcast-325910/episodes/regulation-dictates-opportunity-in-us-utilities Duration seconds: 1279 ## Resource Fixed income investment analyst Julian James discusses the prospects for investment grade US utilities. Julian outlines why regulation is the key driver of quality for companies in this space and how he sifts through such a large sector to find the most attractive opportunities for portfolios. #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. 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 Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist 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. U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq To stay informed, follow us LinkedIn: https://bit.ly/42uSYbm YouTube: https://bit.ly/4bahmD0 Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. Wi… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/capital-ideas-podcast-325910/episodes/regulation-dictates-opportunity-in-us-utilities/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/capital-ideas-podcast-325910/regulation-dictates-opportunity-in-us-utilities.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.