Capital Ideas^SM

Investment insights from Capital Group

Interest Rates

US debt ceiling deadline could disrupt money markets
Global Equities

5 investment lessons from the pandemic era
Finance & Banking

The future of the financial sector: The analyst view
Technology & Innovation

Big Tech stocks: How to gauge regulatory risk
Interest Rates

Market's view of transitory inflation may be premature
Emerging Markets

Diverging growth rates likely across emerging markets, but direction is positive
Fed

Implications of the US Federal Reserve’s June 16 announcement
Currencies

4 things global financial cycles are telling us
Emerging Markets

Why emerging markets local currency debt in 4 charts
Equity

Big Tech stocks: How to gauge regulatory risk
Health Care

Medical miracle: Health care innovation saves the world
Energy

From fossil fuels to renewables
Fixed Income

Global corporate bonds Q&A with Damir Bettini
Bonds

4 reasons why US debt may not spin out of control
Fed

Quick-take on the US inflation outlook
Currencies

How to talk to clients about Bitcoin
ESG

ESG investing depends on deep analysis
Fixed Income

Fixed Income Perspectives April 2021
U.S. Equities

A veteran PM’s view on the pandemic’s long term impact
Equity

Time to rethink value versus growth
China

China: moving from world’s factory to high-tech innovator
Global Equities

Semiconductors could be the new oil – here’s why
Bonds

US high-yield bonds: 5 things to know today
Long Term Investing

The World in 2030: 10 predictions for long-term investors
Global Equities

The aviation industry: Five reasons for resilience
Technology & Innovation

These 3 laws drive innovation and investment opportunity
ESG

Our ESG philosophy is built on a legacy of research
Fixed Income

Amid a US economic boom, how high can rates go?
ESG

We engage with companies to seek better long-term outcomes
Long-Term Investing

A distinctive approach to investing
Long-Term Investing

Taking a long-term view
Bonds

Rising US rates: Untangling the Fed vs. market debate
Long-Term Investing

The post-COVID world, with Capital Group's Night Watch
Equity

Capturing Asia’s secular growth opportunities: Q&A with Christopher Thomsen
Emerging Markets

Why invest in EM local currency debt?
Equity

A look into the future of investing in Asia
Equity

The strengthening case for investing in Asia
Global

COVID and beyond: navigating the markets
Markets & Economy

The coming M&A wave: 5 key questions answered
China

China: Policy and investment implications under Biden
Global Equities

Beyond Tesla: Electric cars shift into the fast lane
Emerging Markets

India could be poised for a promising future
Equity

Will India be the next high-growth emerging market?
Fixed Income

What will be the key factors driving EM debt in 2021?
Long-Term Investing

The world in 2030: Investing for the next decade
Fixed Income

Will the Fed’s new policy framework bring higher inflation?
U.S. Equities

Has big tech become too big?
U.S. Equities

How pent-up demand could fuel U.S. market recovery
Equity

Capital Ideas Talks with Martyn Hole
Central Banks

What monetary and fiscal measures mean for inflation
Emerging Markets

Emerging markets debt outlook: What will 2021 bring?
Europe

Europe’s global leaders offer some attractive opportunities
Fixed Income

Fixed Income Perspectives January 2021
Global Equities

Rob Lovelace on the year ahead
Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind
Emerging Markets

5 reasons why EM equities could power ahead in 2021
Global

Reset or rebound? To what extent is the world changing?
Election

Washington watch: Priorities emerge under new leadership
Finance & Banking

In the money: Financial exchanges hit the sweet spot
United States

What lies ahead for the US economy?
Long-Term Investing

Capital Group New Economy: designed to capture growth and innovation
Japan

Japan outlook: new leadership but it’s the same stock pickers’ market
Brexit

Brexit deal builds new barriers to UK-EU trade
Global Equities

2021 Outlook: Turning points on the road to recovery
Active Management

Emerging market debt outlook for 2021
United States

U.S. outlook: The future is here, and it’s digital
Fixed Income

Global corporate bonds Q&A with Damir Bettini
Equity

Capital Group New Economy: designed to capture growth and innovation
Active Management

Our strengths define the investment strategies we manage
Multi-Asset

Emerging market investing: Allocation to the fastest-growing markets
Fixed Income

Elections and a vaccine: Implications for fixed income investors
Multi-Asset

Emerging market exchange rates: cheap or value traps?
Technology & Innovation

Five technology trends to watch in a post-COVID world
Global Equities

'New defensive' investments in three charts
Emerging Markets

Emerging market equity investing and the role of geographical boundaries EAAU
Equity

5 years old, but wiser than its years: Capital Group New Perspective Fund (AU)
Bonds

Capital Group Global High Income Opportunities Hedged (AU) (GHIO) Q&A with Rob Neithart
Equity

Are disruptors the next generation of defensive stocks?
Emerging Markets

Emerging market debt in the new decade: an active approach
United States

Post-US Election: what's next?
Election

What the U.S. election means for investors
Markets & Economy

Is the dollar’s stumble a sign of things to come?
Emerging Markets

Emerging markets: Into the new decade
China

China’s biopharma industry moves closer to inflection point
Global Equities

Which companies are faring well in the COVID era?
Bonds

Fixed Income Perspectives
Japan

Japan has new leadership but it’s the same stock pickers’ market
ESG

ESG is integral to our long-term investing philosophy
Retail

The necessity of luxury: What makes this industry so resilient?
Politics

US elections: an insider’s view
United States

Recovery watch: When will growth return?
Election

Election uncertainty looks uncreasingly certain
Health Care

Glimpses of 2030: Health care innovation accelerates
Japan

Will Abenomics continue in a post-Abe Japan?
Politics

U.S. political change: Sweeping or incremental?
Election

How elections move markets in 5 charts
Market Volatility

Global corporate bonds: a time for selectivity and stringent credit analysis
Long-Term Investing

Lessons from 5 decades of investing
Central Banks

Feds shift on Inflation unlikely to send it higher soon
Equity

Quality Growth: Resilient businesses in a low-rate world
Bonds

U.S. Corporate defaults have tripled: What you need to know
Bonds

US corporate debt: opportunity and risk in a post-COVID world
Long-Term Investing

10 investment themes for the next 10 years
Bonds

Fixed Income Perspectives
Long-Term Investing

Capital Group – Improving people’s lives through successful investing
Election

Election watch: What the U.S. race means for investors
Technology & Innovation

The big tech story: can the biggest get even bigger?
China

China: 3 views on what’s next for its economy and stocks
Market Volatility

The Night Watch sheds daylight on market disruptions
U.S. Equities

Greetings from 2030: Growth investing for the next decade
Bonds

Global investment grade corporate bonds: a sector for all seasons
Bonds

Mid-year Outlook: lower for longer...still
Emerging Markets

Emerging market debt: three months into the crisis
Japan

Mid-year Outlook: The silver lining in Japanese equities
Market Volatility

Mid-year outlook: Navigating volatility on the road to economic recovery
Eurozone

Mid-year Outlook: Europe faces a challenging backdrop
Japan

‘Japanification’: A not-so-remote, or bleak, possibility
Japan

Japanese equities: What the future holds after the pandemic
Market Volatility

Mid-year Outlook: Long-term perspective on markets and economies
Market Volatility

Mid-year Outlook: From recession to recovery
Japan

Is the sun rising for Japanese equities?
U.S. Equities

U.S. Mid-year Outlook: From recession to recovery
Bonds

The income conundrum: where to find sustainable income
Election

Election watch: an inside perspective on US politics
Bonds

BBB bonds face their moment of truth
Technology & Innovation

The future of the technology sector: The analyst view
U.S. Equities

US Equities: a veteran's view with Grant Cambridge
Technology & Innovation

5G: Hype or real investable opportunities?
Emerging Markets

How will emerging market debt emerge from the crisis?
Market Volatility

Guide to market recoveries
Bonds

Where next for fixed income markets - Insights from Capital Group's head of fixed income
Global Equities

Navigating a new landscape for dividends
Market Volatility

The future of the health care sector – the analyst view
Emerging Markets

Digging deeper into emerging market debt
Emerging Markets

Emerging market equities: Short-term pain, long-term gain?
Japan

Japanese equities: A stock picker's market
Global Equities

Weathering the storm: investing in global champions
Retirement Planning

Refocus on retirement: 5 tips to help investors in the current environment
Retirement

Post-retirement investment solutions: A framework for scalable tailored advice

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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. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.

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Capital Ideas^SM

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我們的市場觀點

More Capital Group Sites

More Capital Group Sites

More Capital Group Sites

Our fund offering

How to Invest

Categories

About us

Our beliefs

Capital IdeasSM

Editor's picks

Long-term investing

ESG

Global equities

Fixed Income

Hear from our investment team.

Hear from our investment team.

Ideas y tendencias de inversión de nuestro equipo de inversión.

Hear from our investment team.

Hear from our investment team.

我們的市場觀點

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Capital Ideas^SM