Capital IdeasTM
Investment insights from Capital Group
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Fixed Income
Outlook for credit sectorsMay 11, 2023 -
Inflation
The case for a higher-inflation regimeMay 3, 2023 -
Economic Indicators
Why the next economic recovery may be stronger than expectedApril 28, 2023 -
Fixed Income
EMD quarterly review Q1 2023April 27, 2023 -
Fixed Income
A multi-sector approach for reliable incomeApril 25, 2023 -
Market Volatility
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Fixed Income
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Fixed Income
Fixed Income Perspectives April 2023April 24, 2023 -
Fixed Income
Emerging markets debt: Starting yields lift return potentialApril 24, 2023 -
Bonds
Debt ceiling showdown: Should investors worry?April 21, 2023 -
Bonds
Will the US dollar continue to weaken?April 14, 2023 -
World Markets Review
Markets rally despite bank scare: Q1 roundupApril 14, 2023 -
Market Volatility
Financial cycles peaking: expect distress ahead?April 11, 2023 -
Fixed Income
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Fixed Income
European market outlook: Clouds on the horizonMarch 27, 2023 -
Market Volatility
What the SVB collapse means for investorsMarch 23, 2023 -
Federal Reserve
Quick take: Bank failures push Fed to proceed with cautionMarch 23, 2023 -
Market Volatility
Asian banks: end of Fed hiking could be keyMarch 17, 2023 -
Market Volatility
ECB hikes rates but financial instability clouds outlookMarch 17, 2023 -
Market Volatility
European bank sell-off hard to reconcile with fundamentalsMarch 16, 2023 -
Market Volatility
Quick take: How SVB’s collapse changes the Fed’s calculusMarch 16, 2023 -
Market Volatility
Views on the collapse of SVB FinancialMarch 14, 2023 -
Global Equities
Multinational companies can thrive in tough timesMarch 3, 2023 -
U.S. Equities
3 views on the future of growth investingFebruary 24, 2023 -
Energy
5 trends driving energy markets in 2023February 23, 2023 -
Fixed Income
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Multi-Asset
Are 60-40 portfolios set for a comeback?February 16, 2023 -
Trade
Reshoring supply chains: What does it mean for investors?February 10, 2023 -
Federal Reserve
Quick take: Optimistic Fed not declaring victory over inflationFebruary 6, 2023 -
Long-Term Investing
Rob Lovelace shares his view on the current bear marketFebruary 3, 2023 -
Bonds
A framework for navigating uncertaintyJanuary 30, 2023 -
Markets & Economy
Quick take: Seven questions around recession in EuropeJanuary 30, 2023 -
Equity
China: What could drive its markets in 2023January 27, 2023 -
Fixed Income
Why diversify your bond portfolio?January 26, 2023 -
Bonds
EMs with stronger fundamentals should see inflowsJanuary 25, 2023 -
Fixed Income
Fixed Income Perspectives January 2023January 24, 2023 -
Fixed Income
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Fixed Income
European interest rates: Increased dispersion presents opportunitiesJanuary 23, 2023 -
Fixed Income
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Global Equities
Four trends could power an industrial renaissanceJanuary 20, 2023 -
Fixed Income
Fixed income at Capital Group targets predictable outcomesJanuary 18, 2023 -
World Markets Review
World markets review - Fourth quarter 2022January 13, 2023 -
Japan
Japan: forging economic resilience amid global headwindsJanuary 5, 2023 -
Central Banks
The economy in 2023: Where we differ from market consensusJanuary 3, 2023 -
Bonds
Bond market outlook: Prospects brighten as Fed slows hikesDecember 16, 2022 -
Markets & Economy
Quick take: Five insights on Fed policy after the latest rate hikeDecember 15, 2022 -
U.S. Equities
U.S. markets outlook for 2023December 12, 2022 -
Fixed Income
Securitised credit: A useful diversifier in bond portfoliosDecember 7, 2022 -
Fixed Income
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Politics
Quick take: Austerity deferred in the UKNovember 21, 2022 -
Market Volatility
“Courage! We have been here before”November 17, 2022 -
Fixed Income
Asian fixed income: Careful navigation requiredNovember 16, 2022 -
Dividends
Dividends: Building resilience in a new market realityNovember 10, 2022 -
Fixed Income
The pursuit of consistent income streamsNovember 10, 2022 -
Fed
The Fed’s big question: how high is high enough?November 8, 2022 -
Markets & Economy
New reality for investors: 5 big trends changing marketsNovember 3, 2022 -
Market Volatility
Recession watch: triggers, outlook and what next for central banksOctober 31, 2022 -
Equity
Can non-U.S. equities overcome a strong U.S. dollar?October 28, 2022 -
Fixed Income
Navigating dark clouds across emerging markets debtOctober 27, 2022 -
Fixed Income
Unearthing opportunities in Asian credit marketsOctober 27, 2022 -
Fixed Income
Fixed Income Perspectives October 2022October 25, 2022 -
Market Volatility
Quick take: Britannia unhingedOctober 25, 2022 -
Fixed Income
U.S. midterm elections: Will the House flip?October 21, 2022 -
Fixed Income
Attractive opportunities remain across 4 key credit marketsOctober 17, 2022 -
Equity
World markets review - Third quarter 2022October 11, 2022 -
Market Volatility
When short term pain can bring long term gainsOctober 6, 2022 -
Market Volatility
Braving bear markets: 5 lessons from seasoned investorsSeptember 30, 2022 -
Fixed Income
5 reasons to invest in US high yieldSeptember 30, 2022 -
Market Volatility
Running the rule over Truss & Kwarteng’s fiscal radicalismSeptember 30, 2022 -
Currencies
Global outlook: all eyes on where US inflation landsSeptember 30, 2022 -
Inflation
Is high inflation the ultimate pandemic distortion?September 29, 2022 -
Market Volatility
When will the bear market end?September 29, 2022 -
Fixed Income
Four roles your bond portfolio should playSeptember 23, 2022 -
Equity
Why research is critical when it comes to China investingSeptember 16, 2022 -
Election
Can U.S. midterm elections move the market? 5 charts to watchSeptember 15, 2022 -
Fixed Income
The case for investment grade corporate bondsSeptember 14, 2022 -
Market Volatility
Recession watch: lessons from history and key economic indicatorsSeptember 13, 2022 -
Bonds
Rising yields put bond markets back on a road to normalSeptember 6, 2022 -
Politics
Will the war in Ukraine outlast European unity?August 24, 2022 -
Multi-Asset
Multi-asset investing in times of volatilityAugust 18, 2022 -
Equity
Equity investing in an inflationary environmentAugust 11, 2022 -
Currencies
How long might the dollar rally last?August 11, 2022 -
United States
Is the US already in a recession?August 5, 2022 -
Fixed Income
Fixed Income PerspectivesJuly 27, 2022 -
Fixed Income
Income as the anchor of a portfolio amid volatilityJuly 21, 2022 -
Active Management
2022 Midyear Outlook reportJuly 21, 2022 -
Japan
Yen's plummet puts Bank of Japan in a bindJuly 20, 2022 -
Europe
ECB faces tough choices as it prepares to raise ratesJuly 19, 2022 -
Portfolio Construction
Building resilient portfolios amid inflationJuly 19, 2022 -
Equity
The persistence of dividend growersJuly 8, 2022 -
Fixed Income
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Fixed Income
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Emerging Markets
Emerging market debt: an active approachApril 18, 2023 -
Outlook
Rob Lovelace on all-weather investingJune 30, 2022 -
Bonds
Why should you consider owning bonds now?June 27, 2022 -
Fixed Income
Credit investing amid heightened market volatilityJune 22, 2022 -
Outlook
Bond outlook: What to know as Fed fears hit marketsJune 21, 2022 -
Trade
Supply chain shifts signal reglobalisationJune 20, 2022 -
Fixed Income
Look to credit opportunities amid bond market routJune 17, 2022 -
Fixed Income
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Market Volatility
A focus on inflationJune 14, 2022 -
Emerging Markets
Emerging markets and rising US interest ratesJune 1, 2022 -
Equity
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Stock
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Currencies
Downturn in the US financial cycle may be nearMay 20, 2022 -
Fixed Income
Navigating the foggy road to normalMay 19, 2022 -
Market Volatility
Relative value in EM local marketsMay 13, 2022 -
Aerospace
Air travel is taking off againMay 12, 2022 -
Emerging Markets
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Global Equities
When volatility is rising, boring is beautifulMay 3, 2022 -
Market Volatility
The lowdown on inflation in the US and EuropeApril 29, 2022 -
Fixed Income
Fixed Income PerspectivesApril 28, 2022 -
Market Volatility
Investing amid exacerbating inflationary pressuresApril 22, 2022 -
Interest Rates
Is the era of easy money coming to an end?April 21, 2022 -
Dividends
Rotating into dividends in an inflationary worldApril 20, 2022 -
Fixed Income
Investing in fixed income in a rate hiking cycleApril 13, 2022 -
China
My investment lessons from 40 years in ChinaApril 13, 2022 -
China
How to think about investing in China todayApril 7, 2022 -
Market Volatility
Q&A: Investing amid geopolitical uncertaintyApril 6, 2022 -
Market Volatility
Germany's 'no' to energy embargo may prove untenableApril 4, 2022 -
Fixed Income
The role of fixed incomeMarch 31, 2022 -
Federal Reserve
As the Fed moves into action, bond portfolios need agilityMarch 31, 2022 -
Markets & Economy
Is the spike in commodity prices sustainable?March 24, 2022 -
Market Volatility
Q&A on Russian debtMarch 17, 2022 -
Market Volatility
Why we think the Fed is still behind the curveMarch 17, 2022 -
Market Volatility
Commodity prices drive differentiation within EMDMarch 15, 2022 -
Market Volatility
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Market Volatility
3 views on the Russia-Ukraine conflictMarch 8, 2022 -
Market Volatility
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Market Volatility
U.S. defense scenario analysisMarch 8, 2022 -
Market Volatility
Impact of the rise in commodity prices on EM equitiesMarch 7, 2022 -
Market Volatility
Implications of Russia’s expulsion from major indicesMarch 4, 2022 -
Market Volatility
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Market Volatility
The West is unitedMarch 3, 2022 -
Market Volatility
EU policymakers may look to mitigate economic shockMarch 3, 2022 -
Market Volatility
Impact of the Russia-Ukraine conflict on European banksMarch 3, 2022 -
Market Volatility
Biden and Europe walk energy tightropeMarch 3, 2022 -
Market Volatility
Energy price stabilization largely depends on sanctionsMarch 3, 2022 -
Market Volatility
U.S. economy faces heightened inflation riskMarch 3, 2022 -
Emerging Markets
Gauging the impact of the Russia/Ukraine conflict on EM debtFebruary 28, 2022 -
Market Volatility
Staying the courseFebruary 28, 2022 -
Market Volatility
Russia-Ukraine conflict threatens global economyFebruary 25, 2022 -
Fixed Income
Investing in fixed income during a hiking cycleFebruary 22, 2022 -
Fixed Income
When one plus one equals more than twoFebruary 22, 2022 -
Market Volatility
How to handle market declinesFebruary 11, 2022 -
Automotive
Electric vehicles: charging towards a sustainable worldFebruary 9, 2022 -
Technology & Innovation
Storm cloud: Look past turbulence in US software stocksFebruary 7, 2022 -
China
How demographic challenges are shaping the China investment storyFebruary 1, 2022 -
Market Volatility
Is there opportunity in this stock market volatility?January 27, 2022 -
Fixed Income
Fixed Income Perspectives January 2022January 24, 2022 -
European Equity
Investing in growing opportunities in EuropeJanuary 20, 2022 -
China
How demographic challenges are shaping the China investmentJanuary 17, 2022 -
Fixed Income
Global corporate bonds 2022 outlookJanuary 17, 2022 -
Global Equities
Rob Lovelace on the year aheadJanuary 13, 2022 -
Equity
World Markets Review - Fourth Quarter 2021January 12, 2022 -
Currencies
The pros and cons of BitcoinJanuary 4, 2022 -
Europe
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Fixed Income
The role bonds play in a portfolioNovember 8, 2021 -
Inflation
Pricing power can help companies fight inflationOctober 28, 2021 -
Equity
Investing in a cloud-powered worldOctober 13, 2021 -
Fixed Income
Fixed Income Perspectives July 2021July 23, 2021 -
Equity
Time to rethink value versus growthApril 30, 2021 -
Global Equities
Rob Lovelace on the year aheadJanuary 28, 2021 -
Japan
Mid-year Outlook: The silver lining in Japanese equitiesJune 25, 2020 -
Eurozone
Mid-year Outlook: Europe faces a challenging backdropJune 18, 2020 -
Market Volatility
Mid-year Outlook: From recession to recoveryJune 14, 2020