Markets & Economy

Bonds

EMs with stronger fundamentals should see inflows

Peter Becker

Fixed Income

Fixed Income Perspectives January 2023

Fixed Income

Macro insights: Outlook for bonds brighter even as growth concerns linger

Fixed Income

Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop

Fixed Income

European interest rates: Increased dispersion presents opportunities

Global Equities

Four trends could power an industrial renaissance

World Markets Review

World markets review - Fourth quarter 2022

Japan

Japan: forging economic resilience amid global headwinds

Anne Vandenabeele

Central Banks

The economy in 2023: Where we differ from market consensus

Bonds

Bond market outlook: Prospects brighten as Fed slows hikes

Markets & Economy

Quick take: Five insights on Fed policy after the latest rate hike

U.S. Equities

U.S. markets outlook for 2023

Fixed Income

Securitised credit: A useful diversifier in bond portfolios

Xavier Goss

Fixed Income

EMD outlook for 2023: local currency yields offer protection in volatile conditions

Politics

Quick take: Austerity deferred in the UK

Robert Lind

Markets & Economy

Quick take: Seven questions around recession in Europe

Robert Lind

Market Volatility

“Courage! We have been here before”

Fixed Income

Asian fixed income: Careful navigation required

Dividends

Dividends: Building resilience in a new market reality

Fixed Income

The pursuit of consistent income streams

Damien McCann

Fed

The Fed’s big question: how high is high enough?

Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson

Market Volatility

Recession watch: triggers, outlook and what next for central banks

Equity

Can non-U.S. equities overcome a strong U.S. dollar?

Fixed Income

Navigating dark clouds across emerging markets debt

Fixed Income

Unearthing opportunities in Asian credit markets

Fixed Income

Fixed Income Perspectives October 2022

Market Volatility

Quick take: Britannia unhinged

Robert Lind

Fixed Income

U.S. midterm elections: Will the House flip?

Matt Miller

Fixed Income

Attractive opportunities remain across 4 key credit markets

Equity

World markets review - Third quarter 2022

Market Volatility

When short term pain can bring long term gains

Flavio Carpenzano

Market Volatility

Braving bear markets: 5 lessons from seasoned investors

Fixed Income

5 reasons to invest in US high yield

Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism

Currencies

Global outlook: all eyes on where US inflation lands

Jens Sondergaard

Inflation

Is high inflation the ultimate pandemic distortion?

Market Volatility

When will the bear market end?

Fixed Income

Four roles your bond portfolio should play

Flavio Carpenzano

Equity

Why research is critical when it comes to China investing

Andrew Lee

Election

Can U.S. midterm elections move the market? 5 charts to watch

Fixed Income

Fixed income at Capital Group targets predictable outcomes

Mike Gitlin

Fixed Income

The case for investment grade corporate bonds

Market Volatility

Recession watch: lessons from history and key economic indicators

Bonds

Rising yields put bond markets back on a road to normal

Mike Gitlin

Politics

Will the war in Ukraine outlast European unity?

Talha Khan

Multi-Asset

Multi-asset investing in times of volatility

Julie Dickinson

Equity

Equity investing in an inflationary environment

Christophe P. Braun

Currencies

How long might the dollar rally last?

Jens Sondergaard

United States

Is the US already in a recession?

Fixed Income

Fixed Income Perspectives July 2022

Fixed Income

Income as the anchor of a portfolio amid volatility

Flavio Carpenzano

Active Management

2022 Midyear Outlook report

Rob Lovelace

Japan

Yen's plummet puts Bank of Japan in a bind

Anne Vandenabeele

Europe

ECB faces tough choices as it prepares to raise rates

Robert Lind

Portfolio Construction

Building resilient portfolios amid inflation

Nisha Thakrar

Fixed Income

Where are the risks and opportunities in high yield and EMD?

Rob Neithart

Emerging Markets

Emerging market debt: an active approach

Jeremy J.W. Cunningham

Fixed Income

A more constructive outlook for corporate bonds, but caution is still warranted

Outlook

Rob Lovelace on all-weather investing

Rob Lovelace

Bonds

Why should you consider owning bonds now?

Fixed Income

Credit investing amid heightened market volatility

Peter Becker

Outlook

Bond outlook: What to know as Fed fears hit markets

Fixed Income

Look to credit opportunities amid bond market rout

Fixed Income

The US Fed's aggressive path could mean more market turmoil

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

Jens Sondergaard

Fixed Income

Navigating the foggy road to normal

Mike Gitlin

Market Volatility

Relative value in EM local markets

Kirstie Spence

Aerospace

Air travel is taking off again

Emerging Markets

Does the EM debt repricing present a good entry point?

Harry Phinney

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

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

Fixed Income

Investing in fixed income in a rate hiking cycle

Keiyo Hanamura

China

My investment lessons from 40 years in China

Steve Watson

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

Robert Lind

Fixed Income

The role of fixed income

Flavio Carpenzano

Markets & Economy

Is the spike in commodity prices sustainable?

Market Volatility

Q&A on Russian debt

Robert Burgess

Market Volatility

Why we think the Fed is still behind the curve

Market Volatility

Commodity prices drive differentiation within EMD

Kirstie Spence

Market Volatility

Russia-Ukraine conflict: The geopolitical and economic impact

Market Volatility

Impact of the rise in commodity prices on EM equities

Martyn Hole

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

John Emerson

Market Volatility

EU policymakers may look to mitigate economic shock

Robert Lind

Market Volatility

Impact of the Russia-Ukraine conflict on European banks

Matteo Merlo

Market Volatility

Biden and Europe walk energy tightrope

Talha Khan

Market Volatility

Energy price stabilization largely depends on sanctions

Przemek Nowak

Market Volatility

U.S. economy faces heightened inflation risk

Darrell Spence

Market Volatility

Invasion of Ukraine could mark turning point for cybersecurity

Julien Gaertner

Market Volatility

U.S. defense scenario analysis

Shane Fogarty

Emerging Markets

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

Kirstie Spence

Market Volatility

Staying the course

Market Volatility

Russia-Ukraine conflict threatens global economy

Robert Lind

Fixed Income

Investing in fixed income during a hiking cycle

Keiyo Hanamura

Fixed Income

When one plus one equals more than two

Rob Neithart

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

Andrew Lee

Fixed Income

Fixed Income Perspectives January 2022

European Equity

Investing in growing opportunities in Europe

China

How demographic challenges are shaping the China investment

Andrew Lee

Fixed Income

Global corporate bonds 2022 outlook

Peter Becker

Currencies

The pros and cons of Bitcoin

Europe

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

Robert Lind

Federal Reserve

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

Emerging Markets

Emerging market debt outlook for 2022

Kirstie Spence

Fixed Income

5 reasons to invest in US high yield corporate bonds

Fixed Income

EM inflation elevated, but relatively contained

Arjun Madan

Technology & Innovation

3 ways the cloud can change our future

Andy Budden

Inflation

Pricing power can help companies fight inflation

Diana Wagner

Europe

Europe: 6 reasons for higher inflation and faster growth

Robert Lind

Emerging Markets

Frontier markets post-pandemic

Holger Siebrecht

Fixed Income

Fixed Income Perspectives October 2021

Inflation

US Inflation: Transitory or troublesome?

Equity

Investing in a cloud-powered world

China

China's economy risks a sharp slowdown in growth

Stephen Green

Equity

Japan corporate governance: More reforms are on the way

Harry Gunji

Monetary Policy

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

Europe

Europe: reasons for optimism...and caution

Martyn Hole

Demographics & Culture

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

Equity

Above the cloud: investment opportunities across the value chain

Technology & Innovation

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

Technology & Innovation

5 predictions for the future of US media

Nathan Meyer

Fixed Income

5 themes to investing in global bond markets

Andrew Cormack

China

What does heightened China risk mean for investors?

Interest Rates

US debt ceiling deadline could disrupt money markets

Global Equities

5 investment lessons from the pandemic era

Steve Watson

Technology & Innovation

Big Tech stocks: How to gauge regulatory risk

Tracy Li

Interest Rates

Market's view of transitory inflation may be premature

Currencies

4 things global financial cycles are telling us

Jens Sondergaard

Emerging Markets

Why emerging markets local currency debt in 4 charts

Fixed Income

Global corporate bonds Q&A with Damir Bettini

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

Fixed Income

Fixed Income Perspectives April 2021

U.S. Equities

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

Martin Romo

Equity

Time to rethink value versus growth

Nisha Thakrar

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

Rob Lovelace

Global Equities

The aviation industry: Five reasons for resilience

Todd Saligman

Fixed Income

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

Bonds

Rising US rates: Untangling the Fed vs. market debate

Long-Term Investing

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

Emerging Markets

Why invest in EM local currency debt?

Peter Becker

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

Global Equities

'New defensive' investments in three charts

Long-Term Investing

The world in 2030: Investing for the next decade

Fixed Income

Will the Fed’s new policy framework bring higher inflation?

Timothy Ng

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

Martyn Hole

Fixed Income

Fixed Income Perspectives January 2021

Global Equities

Rob Lovelace on the year ahead

Rob Lovelace

Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind

Robert Lind

Election

Washington watch: Priorities emerge under new leadership

United States

What lies ahead for the US economy?

Darrell Spence

Brexit

Brexit deal builds new barriers to UK-EU trade

Robert Lind

Global Equities

2021 Outlook: Turning points on the road to recovery

United States

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

Fixed Income

Global corporate bonds Q&A with Damir Bettini

Damir Bettini

Multi-Asset

Emerging market investing: Allocation to the fastest-growing markets

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

Election

U.S. election results bring policy priorities into focus

Bonds

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

Rob Neithart

Emerging Markets

Emerging market debt in the new decade: an active approach

Jeremy J.W. Cunningham

Election

What the U.S. election means for investors

Markets & Economy

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

Global Equities

Which companies are faring well in the COVID era?

Jody Jonsson

Bonds

Fixed Income Perspectives

Retail

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

Japan

Will Abenomics continue in a post-Abe Japan?

Politics

U.S. political change: Sweeping or incremental?

Jared Franz

Global Equities

The new era of reglobalisation

Steve Smith

Market Volatility

Global corporate bonds: a time for selectivity and stringent credit analysis

Jeremy J.W. Cunningham

Long-Term Investing

Lessons from 5 decades of investing

Claudia Huntington

Central Banks

Feds shift on Inflation unlikely to send it higher soon

Darrell Spence

Bonds

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

Bonds

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

James Blair

Bonds

Fixed Income Perspectives

Election

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

Market Volatility

The Night Watch sheds daylight on market disruptions

Bonds

Global investment grade corporate bonds: a sector for all seasons

James Blair

Bonds

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

Emerging Markets

Emerging market debt: three months into the crisis

Kirstie Spence

Japan

Mid-year Outlook: The silver lining in Japanese equities

Eurozone

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind

Market Volatility

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

Japan

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

Anne Vandenabeele

Japan

Japanese equities: What the future holds after the pandemic

Market Volatility

Mid-year Outlook: From recession to recovery

Japan

Is the sun rising for Japanese equities?

Dickon Corrado

U.S. Equities

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

Bonds

The income conundrum: where to find sustainable income

David A. Daigle

Election

Election watch: an inside perspective on US politics

Matt Miller

Bonds

BBB bonds face their moment of truth

Technology & Innovation

The future of the technology sector: The analyst view

Johnny Chan

U.S. Equities

US Equities: a veteran's view with Grant Cambridge

Grant L. Cambridge

Technology & Innovation

5G: Hype or real investable opportunities?

Andy Budden

Emerging Markets

How will emerging market debt emerge from the crisis?

Kirstie Spence

Market Volatility

Guide to market recoveries

Bonds

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

Mike Gitlin

Global Equities

Navigating a new landscape for dividends

Market Volatility

The future of the health care sector – the analyst view

Laura Nelson Carney

Emerging Markets

Digging deeper into emerging market debt

James Blair

Emerging Markets

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

Nick Grace

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

Philip May

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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