CAPITAL IDEAS^SM

Market Volatility

Fixed Income

European market outlook: Clouds on the horizon

Elaine Lin
Market Volatility

What the SVB collapse means for investors
Federal Reserve

Quick take: Bank failures push Fed to proceed with caution
Market Volatility

Asian banks: end of Fed hiking could be key

Rahul Sadiwala
Market Volatility

ECB hikes rates but financial instability clouds outlook

Robert Lind
Market Volatility

European bank sell-off hard to reconcile with fundamentals

Anita Patel
Market Volatility

Quick take: How SVB’s collapse changes the Fed’s calculus

Timothy Ng
Market Volatility

Views on the collapse of SVB Financial
Long-Term Investing

Rob Lovelace shares his view on the current bear market

Rob Lovelace
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
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
Market Volatility

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

Quick take: Britannia unhinged

Robert Lind
Market Volatility

When short term pain can bring long term gains

Flavio Carpenzano
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism
Currencies

Global outlook: all eyes on where US inflation lands

Jens Sondergaard
Market Volatility

When will the bear market end?
Election

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

Recession watch: lessons from history and key economic indicators
Politics

Will the war in Ukraine outlast European unity?

Talha Khan
Multi-Asset

Multi-asset investing in times of volatility

Julie Dickinson
United States

Is the US already in a recession?
Fixed Income

Income as the anchor of a portfolio amid volatility

Flavio Carpenzano
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
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

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

A focus on inflation
Stock

Globalisation: the reports of its demise are greatly exaggerated
Currencies

Downturn in the US financial cycle may be near

Jens Sondergaard
Market Volatility

Relative value in EM local markets

Kirstie Spence
Global Equities

When volatility is rising, boring is beautiful
Market Volatility

The lowdown on inflation in the US and Europe
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

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
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
Equity

New Perspective strategy: navigating volatile markets
Emerging Markets

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

Kirstie Spence
Market Volatility

Russia-Ukraine conflict threatens global economy

Robert Lind
Market Volatility

How to handle market declines
Technology & Innovation

Storm cloud: Look past turbulence in US software stocks
Global Equities

5 investment lessons from the pandemic era

Steve Watson
Fed

Quick-take on the US inflation outlook
Long-Term Investing

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

Washington watch: Priorities emerge under new leadership
Global Equities

2021 Outlook: Turning points on the road to recovery
Global Equities

'New defensive' investments in three charts
Election

U.S. election results bring policy priorities into focus
Equity

Are disruptors the next generation of defensive stocks?

Andy Budden
Election

What the U.S. election means for investors
Japan

Will Abenomics continue in a post-Abe Japan?
Market Volatility

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

Jeremy J.W. Cunningham
Bonds

US corporate bonds: resilience through adversity

Peter Becker
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
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
US politics: the makings of a perfect storm

Matt Miller
Eurozone

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind
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: Long-term perspective on markets and economies
Market Volatility

Mid-year Outlook: From recession to recovery
Japan

Is the sun rising for Japanese equities?

Dickon Corrado
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
Emerging Markets

How will emerging market debt emerge from the crisis?

Kirstie Spence
Market Volatility

Guide to market recoveries
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
Bonds

USD IG corporate bonds: Is now the time to rethink your allocation?

Peter Becker
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 Income

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

Philip May
Market Volatility

4 ways to stay calm when markets stumble