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Capital IdeasTM

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Categories
  • Outlook
  • Equity
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  • ESG
  • Market Volatility

    Asian banks: end of Fed hiking could be key
  • 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
  • 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?
  • Global Equities

    Four trends could power an industrial renaissance
  • World Markets Review

    World markets review - Fourth quarter 2022
  • 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
  • Markets & Economy

    Quick take: Seven questions around recession in Europe
    Robert Lind
  • Market Volatility

    “Courage! We have been here before”
  • 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?
  • ESG

    Clean hydrogen: Opportunities beyond the hype
  • 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
  • Health Care

    4 reasons health care could lead the next bull market
  • 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
  • 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
  • Aerospace

    Air travel is taking off again
  • 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
  • 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
  • Technology & Innovation

    Storm cloud: Look past turbulence in US software stocks
  • China

    How demographic challenges are shaping the China investment story
    Andrew Lee
  • Market Volatility

    Is there opportunity in this stock market volatility?
  • Currencies

    The pros and cons of Bitcoin
  • Europe

    Outlook for European equities: modest returns and volatility expected in 2022
    Robert Lind
  • United States

    U.S. Outlook: Expect solid growth, stubborn inflation
  • ESG

    Measuring the value of human capital
  • Risk

    Investors reveal their top ESG roadblocks
    Jessica Ground
  • Technology & Innovation

    3 ways the cloud can change our future
    Andy Budden
  • Inflation

    Pricing power can help companies fight inflation
    Diana Wagner
  • Inflation

    US Inflation: Transitory or troublesome?
  • Equity

    Investing in a cloud-powered world
  • Monetary Policy

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

    Will the pandemic threaten the future of big U.S. cities?
  • Technology & Innovation

    Beyond the FAANGs: Tech savvy companies in non-tech sectors
  • Technology & Innovation

    5 predictions for the future of US media
    Nathan Meyer
  • Dividends

    Dividend growth: The special sauce of long-term investing
    Joyce Gordon
  • Global Equities

    5 investment lessons from the pandemic era
    Steve Watson
  • Technology & Innovation

    Big Tech stocks: How to gauge regulatory risk
    Tracy Li
  • Emerging Markets

    Diverging growth rates likely across emerging markets, but direction is positive
    Kirstie Spence
  • United States

    U.S. economy is set to boom, zoom and consume
  • Health Care

    Medical miracle: Health care innovation saves the world
  • Currencies

    How to talk to clients about Bitcoin
  • U.S. Equities

    A veteran PM’s view on the pandemic’s long term impact
    Martin Romo
  • Global Equities

    The aviation industry: Five reasons for resilience
    Todd Saligman
  • Technology & Innovation

    These 3 laws drive innovation and investment opportunity
  • Bonds

    Rising US rates: Untangling the Fed vs. market debate
  • Equity

    A look into the future of investing in Asia
  • Markets & Economy

    The coming M&A wave: 5 key questions answered
  • Global Equities

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

    India could be poised for a promising future
  • Long-Term Investing

    The world in 2030: Investing for the next decade
  • 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
  • Emerging Markets

    Emerging markets debt outlook: What will 2021 bring?
  • 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
  • Japan

    Japan outlook: new leadership but it’s the same stock pickers’ market
    Akira Horiguchi
  • 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
  • Technology & Innovation

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

    'New defensive' investments in three charts
  • Election

    What the U.S. election means for investors
  • Global Equities

    Which companies are faring well in the COVID era?
    Jody Jonsson
  • Retail

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

    Recovery watch: When will growth return?
  • Election

    Election uncertainty looks uncreasingly certain
  • Health Care

    Glimpses of 2030: Health care innovation accelerates
  • Politics

    U.S. political change: Sweeping or incremental?
    Jared Franz
  • Election

    How elections move markets in 5 charts
  • Long-Term Investing

    Lessons from 5 decades of investing
    Claudia Huntington
  • Equity

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

    U.S. Corporate defaults have tripled: What you need to know
  • Long-Term Investing

    10 investment themes for the next 10 years
  • Election

    Election watch: What the U.S. race means for investors
  • 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
    Anne-Marie Peterson
  • 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
  • U.S. Equities

    U.S. Mid-year Outlook: From recession to recovery
  • Markets & Economy

    The outlook for U.S. credit in a recessionary economy
    Damien McCann
  • Technology & Innovation

    5G: Hype or real investable opportunities?
    Andy Budden
  • Market Volatility

    Guide to market recoveries
  • Retirement Income

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

Editor's picks

  • Election

    What the U.S. election means for investors
  • Election

    How elections move markets in 5 charts
  • China

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

Long-term investing

  • Markets & Economy

    10 investment themes for 2023
  • U.S. Equities

    U.S. markets outlook for 2023
  • ESG

    Investors look for more innovation in ESG solutions

ESG

  • ESG

    Rob Lovelace on Capital Group’s ESG philosophy
  • ESG

    Investors look for more innovation in ESG solutions
  • ESG

    Clean hydrogen: Opportunities beyond the hype

Global equities

View more
  • Global Equities

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

    3 views on the future of growth investing
  • Energy

    5 trends driving energy markets in 2023

Fixed Income

View more
  • Markets & Economy

    10 investment themes for 2023
  • ESG

    Five perspectives on ESG in bond investing
  • Markets & Economy

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

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