Insights

Outlook

Bond outlook: What to know as Fed fears hit markets
Outlook

Outlook for equities: Time to pursue all-weather investing
Trade

Supply chain shifts signal reglobalisation
Market Volatility

A focus on inflation
Emerging Markets

Emerging markets and rising US interest rates
Stock

Globalisation: the reports of its demise are greatly exaggerated
Currencies

Downturn in the US financial cycle may be near
Fixed Income

Navigating the foggy road to normal
ESG

Pandemic, war and climate change sharpen focus on ESG
Market Volatility

Relative value in EM local markets
Aerospace

Air travel is taking off again
ESG

Introducing our approach to investment stewardship
Emerging Markets

Does the EM debt repricing present a good entry point?
Global Equities

When volatility is rising, boring is beautiful
Market Volatility

The lowdown on inflation in the US and Europe
Fixed Income

Fixed Income Perspectives
Retirement

Retirement is changing
Market Volatility

Investing amid exacerbating inflationary pressures
Interest Rates

Is the era of easy money coming to an end?
Dividends

Rotating into dividends in an inflationary world
ESG

Decarbonisation of the aviation industry
China

My investment lessons from 40 years in China
Fixed Income

Investing in fixed income in a rate hiking cycle
China

How to think about investing in China today
Market Volatility

Q&A: Investing amid geopolitical uncertainty
Market Volatility

Germany's 'no' to energy embargo may prove untenable
Fixed Income

The role of fixed income
Federal Reserve

As the Fed moves into action, bond portfolios need agility
ESG

Running dry: How water risk can threaten a company’s bottom line
Markets & Economy

Is the spike in commodity prices sustainable?
Market Volatility

Q&A: impact of the Russia-Ukraine conflict on emerging market debt
Market Volatility

Q&A on Russian debt
Market Volatility

Why we think the Fed is still behind the curve
Market Volatility

Commodity prices drive differentiation within EMD
Market Volatility

Russia-Ukraine conflict: The geopolitical and economic impact
Market Volatility

Impact of the rise in commodity prices on EM equities
Market Volatility

Implications of Russia’s expulsion from major indices
Market Volatility

The Russia-Ukraine war could cast a meaningful economic shadow
Market Volatility

The West is united
Market Volatility

EU policymakers may look to mitigate economic shock
Market Volatility

Impact of the Russia-Ukraine conflict on European banks
Market Volatility

Biden and Europe walk energy tightrope
Market Volatility

Energy price stabilization largely depends on sanctions
Market Volatility

U.S. economy faces heightened inflation risk
Market Volatility

Invasion of Ukraine could mark turning point for cybersecurity
Market Volatility

U.S. defense scenario analysis
Market Volatility

Staying the course
Emerging Markets

Gauging the impact of the Russia/Ukraine conflict on EM debt
Market Volatility

Russia-Ukraine conflict threatens global economy
Fixed Income

Investing in fixed income during a hiking cycle
Fixed Income

When one plus one equals more than two
Eurozone

The return of the European consumer
Technology & Innovation

The future of media: Game on!
Market Volatility

How to handle market declines
Automotive

Electric vehicles: charging towards a sustainable world
Technology & Innovation

Storm cloud: Look past turbulence in US software stocks
China

How demographic challenges are shaping the China investment story
Japan

Kishidanomics: Propelling Japan towards the digital future
Fixed Income

Fixed Income Perspectives January 2022
European Equity

Investing in growing opportunities in Europe
Election

Can US midterm elections move the market? 5 charts to watch
Central Banks

Q&A with Andrew Cormack
Fixed Income

Global corporate bonds 2022 outlook
China

How demographic challenges are shaping the China investment
Global Equities

Rob Lovelace on the year ahead
Currencies

The pros and cons of Bitcoin
Europe

Outlook for European equities: modest returns and volatility expected in 2022
Federal Reserve

What the Fed pivot could mean for US rates, inflation and economy
Fixed Income

6 reasons to invest in the Global Corporate strategy
Emerging Markets

Emerging market debt outlook for 2022
Fixed Income

5 reasons to invest in the Euro Aggregate strategy
United States

U.S. Outlook: Expect solid growth, stubborn inflation
Fixed Income

5 reasons to invest in US high yield corporate bonds
ESG

4 investment opportunities for a net-zero future
ESG

Measuring the value of human capital
China

What I learned on a trip through China
Fixed Income

EM inflation elevated, but relatively contained
ESG

Measuring the value of human capital
Risk

Investors reveal their top ESG roadblocks
Technology & Innovation

3 ways the cloud can change our future
Inflation

Pricing power can help companies fight inflation
Emerging Markets

Frontier markets post-pandemic
Europe

Europe: 6 reasons for higher inflation and faster growth
Fixed Income

Fixed Income Perspectives October 2021
Inflation

US Inflation: Transitory or troublesome?
Equity

5 trends driving the future of biotech
Equity

Investing in a cloud-powered world
China

China's economy risks a sharp slowdown in growth
Equity

Japan corporate governance: More reforms are on the way
Monetary Policy

The long unwinding road: Our take on Federal Reserve tapering and U.S. inflation
ESG

Monitoring corporates against third-party ESG data providers
ESG

Can investors help bridge the US digital divide?
Europe

Europe: reasons for optimism...and caution
Demographics & Culture

Will the pandemic threaten the future of big U.S. cities?
Equity

Above the cloud: investment opportunities across the value chain
Emerging Markets

10 trends reshaping the future of emerging markets
Energy

Green revolution re-energises utility stocks
Technology & Innovation

Beyond the FAANGs: Tech savvy companies in non-tech sectors
Fed

Quick take on Jerome Powell’s Jackson Hole speech
Equity

Are emerging markets on the cusp of a dividend boom?
Technology & Innovation

5 predictions for the future of US media
Fixed Income

5 themes to investing in global bond markets
China

What does heightened China risk mean for investors?
Energy

Big oil faces big challenges on climate change
Dividends

Dividend growth: The special sauce of long-term investing
Fixed Income

Fixed Income Perspectives July 2021
Interest Rates

US debt ceiling deadline could disrupt money markets
Fixed Income

Weighing up the cost of ESG bonds
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
Active Management

2021 Midyear Outlook Turning points on the road to recovery
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?
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
Market Volatility

4 ways to stay calm when markets stumble
Retirement

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

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More Capital Group Sites

More Capital Group Sites

More Capital Group Sites

Our fund offering

How to Invest

Distributor Obligations (DDO)

Categories

About us

Our beliefs

Capital IdeasSM

Capital IdeasSM

Capital IdeasSM

Capital IdeasSM

Capital IdeasSM

Capital IdeasSM

Editor's picks

Long-term investing

ESG

Global equities

Fixed Income

Hear from our investment team.

Hören Sie von unserem Investmentteam.

Ideas y tendencias de inversión de nuestro equipo de inversión.

Suivez les publications de notre équipe d’investissement.

Ascolta il nostro team di investimento.

我們的市場觀點

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