CAPITAL IDEAS^TM

Environmental Social & Governance

Portfolio Construction

How to use bonds to seek balance as Fed hikes wind down
Federal Reserve

Quick Take: Bond yields likely to remain higher for longer as Fed stands firm
Equity

The changing face of trade: idea-driven companies come to the fore
Inflation

Fed’s 2% inflation target could be delivered early

Jared Franz
ESG

How ESG monitoring can enhance sovereign bond investing

Claire Zeigler
United States

US government debt: We need to talk

Darrell Spence
World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup
ESG

How are style and inflation risks influencing ESG investors?
Fed

As the Fed pauses, what’s next for inflation and rates?
Asset Allocation

As rate hikes near end, historic investor opportunity may begin

Mike Gitlin
Market Volatility

Guide to recessions: Nine things you need to know
Bonds

Four high-income seeking investment strategies for a high-rate world
ESG

Helping complete the research ‘puzzle’ with ESG integration

Jayme Colosimo
Markets & Economy

Risks of bad breadth: Market concentration in five charts

Steve Fox
Long-Term Investing

Five investing mistakes to avoid
Bonds

Four lessons from 50 years of bond investing
Market Volatility

US economy hit by rolling recession
Market Volatility

Guide to stock market recoveries
India

Will India be the breakout emerging market this decade?
Global Equities

Can this stock market rally continue?
World Markets Review

World markets review —Second quarter 2023
outlook

2023 Midyear Outlook report
Fixed Income

Bond outlook: Fed pause leaves many paths to income potential
Global Equities

Stock market outlook: Broader opportunities emerge
Economic Indicators

Economic outlook: Mild recession, strong recovery
Emerging Markets

Nearshoring: Wall Street buzzword or structural tailwind?
U.S. Equities

Big Tech turnaround: Can it continue?
Bonds

What will you do with extra cash as the Fed changes course?
Economic Indicators

Why the next economic recovery may be stronger than expected

Jared Franz
ESG

Beyond the headlines: Five ESG investment perspectives

Jayme Colosimo
Bonds

Debt ceiling showdown: Should investors worry?
World Markets Review

Markets rally despite bank scare: Q1 roundup
Artificial Intelligence

Has artificial intelligence reached a commercial tipping point?
Market Volatility

What the SVB collapse means for investors
Markets & Economy

10 investment themes for 2023
Global Equities

Multinational companies can thrive in tough times
U.S. Equities

3 views on the future of growth investing
ESG

Our ESG framework builds on 90 years of research legacy

Jessica Ground
Energy

5 trends driving energy markets in 2023
ESG

Rob Lovelace on Capital Group’s ESG philosophy
ESG

Five perspectives on ESG in bond investing
Trade

Reshoring supply chains: What does it mean for investors?
Markets & Economy

Quick take: Seven questions around recession in Europe

Robert Lind
Global Equities

Four trends could power an industrial renaissance
World Markets Review

World markets review - Fourth quarter 2022
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
Europe

2023 Outlook: European energy demand picture could spell milder recession

Robert Lind
Fixed Income

2023 Outlook: Emerging market local currency yields offer protection in volatile conditions
Politics

Quick take: Austerity deferred in the UK

Robert Lind
Market Volatility

“Courage! We have been here before”
Long-Term Investing

Taking a long-term view
Fed

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

New reality for investors: 5 big trends changing markets

Jody Jonsson
ESG

Investors look for more innovation in ESG solutions
Equity

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

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

Matt Miller
Equity

World markets review - Third quarter 2022
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Inflation

Is high inflation the ultimate pandemic distortion?
Market Volatility

When will the bear market end?
Equity

Can dividends offer resilience throughout the cycle?

Nisha Thakrar
Election

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

Is the US already in a recession?
ESG

Monitoring corporates against third-party ESG data providers
Fixed Income

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

Rob Lovelace on all-weather investing

Rob Lovelace
Outlook

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

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

European economy growing despite headwinds
Market Volatility

Contained EM inflation and higher real yields suggest relative value in local markets

Kirstie Spence
ESG

Pandemic, war and climate change sharpen focus on ESG

Jessica Ground
ESG

Smoke and mirrors in ESG metrics – Jess Ground presents at the FT Moral Money Summit

Jessica Ground
Aerospace

Air travel is taking off again
ESG

Introducing our approach to investment stewardship
Global Equities

When volatility is rising, boring is beautiful
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

Cheryl Wilson
China

My investment lessons from 40 years in China

Steve Watson
China

How to think about investing in China today
ESG

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

Is the spike in commodity prices sustainable?
Market Volatility

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

Russia-Ukraine conflict threatens global economy

Robert Lind
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
Fixed Income

Capital Ideas - 2022 Fixed Income Outlook with Peter Becker

Peter Becker
Equity

Capital Ideas - Equity Outlook for 2022 with Julie Dickson

Julie Dickson
Politics

Capital Ideas - Macro Outlook for 2022 with Robert Lind

Robert Lind
China

How demographic challenges are shaping the China investment story

Andrew Lee
Market Volatility

Is there opportunity in this stock market volatility?
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Equity

World Markets Review - Fourth Quarter 2021
Currencies

The pros and cons of Bitcoin
Inflation

Pricing power can help companies fight inflation

Diana Wagner
Equity

Investing in a cloud-powered world
Fixed Income

Fixed Income Perspectives July 2021
Interest Rates

Market's view of transitory inflation may be premature
Fed

Implications of the US Federal Reserve’s June 16 announcement
United States

U.S. economy is set to boom, zoom and consume
ESG

We engage with companies to seek better long-term outcomes

Matt Lanstone
Market Volatility

Maintaining a long-term perspective in volatile markets

ada-zhang
Equity

The strengthening case for investing in Asia

Julie Dickson
Emerging Markets

Emerging markets debt outlook: What will 2021 bring?
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Japan

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

Akira Horiguchi
Election

How elections move markets in 5 charts
Long-Term Investing

Lessons from 5 decades of investing

Claudia Huntington
Bonds

Mid-year Outlook: lower for longer...still
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: From recession to recovery