Capital Ideas^SM

Investment insights from Capital Group

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
Dividends

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

5 investment lessons from the pandemic era
Technology & Innovation

Big Tech stocks: How to gauge regulatory risk
Emerging Markets

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

ESG investing depends on deep analysis
U.S. Equities

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

We engage with companies to seek better long-term outcomes
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
Emerging Markets

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

Rob Lovelace on the year ahead
Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind
Election

Washington watch: Priorities emerge under new leadership
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
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?
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?
Election

How elections move markets in 5 charts
Long-Term Investing

Lessons from 5 decades of investing
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
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
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
Technology & Innovation

5G: Hype or real investable opportunities?
Market Volatility

Guide to market recoveries
Retirement Income

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

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

Equity

Investing in a cloud-powered world
Technology & Innovation

5 predictions for the future of US media
Dividends

Dividend growth: The special sauce of long-term investing

ESG

Global equities

Equity

Investing in a cloud-powered world
Technology & Innovation

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

The aviation industry: Five reasons for resilience

Fixed Income

Emerging Markets

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

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

2021 Outlook: Turning points on the road to recovery