CAPITAL IDEAS^SM

Equity

Markets & Economy

10 investment themes for 2023
Multi-Asset

Are 60-40 portfolios set for a comeback?

Julie Dickson
Long-Term Investing

Rob Lovelace shares his view on the current bear market

Rob Lovelace
Equity

China: What could drive its markets in 2023
Europe

2023 Outlook: European energy demand picture could spell milder recession

Robert Lind
Technology & Innovation

5 things to know about the future of semiconductors

Shailesh Jaitly
Health Care

Investing in the fight against a worsening obesity epidemic
Dividends

Dividends: Building resilience in a new market reality
China

Five outcomes from 20th Chinese Communist Party Congress

Kent Chan
Health Care

Is there a cure for weakness in Chinese health care stocks?
Dividends

Dividends: a strategy for all seasons

Nisha Thakrar
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Equity

Why research is critical when it comes to China investing

Andrew Lee
Japan

Uniquely Japan: Navigating Asia's largest advanced economy
ESG

Monitoring corporates against third-party ESG data providers
Active Management

2022 Midyear Outlook report

Rob Lovelace
Outlook

Rob Lovelace on all-weather investing

Rob Lovelace
Outlook

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

How to think about investing in China today
Market Volatility

Q&A: Investing amid geopolitical uncertainty
ESG

Running dry: How water risk can threaten a company’s bottom line
Equity

New Perspective strategy: navigating volatile markets
Japan

Kishidanomics: Propelling Japan towards the digital future

Christophe P. Braun
China

How demographic challenges are shaping the China investment

Andrew Lee
China

What I learned on a trip through China

Winnie Kwan
Equity

5 trends driving the future of biotech

Laura Nelson Carney
Equity

Investing in a cloud-powered world
Equity

Above the cloud: investment opportunities across the value chain
Emerging Markets

10 trends reshaping the future of emerging markets

Valeria Vine
Emerging Markets

10 trends reshaping the future of emerging markets

Valeria Vine
Finance & Banking

The future of the financial sector: The analyst view
Active Management

2021 Midyear Outlook: Turning points on the road to recovery
Equity

Why active investing is the way to go for Japanese equities

Christophe P. Braun
Equity

Big Tech stocks: How to gauge regulatory risk

Tracy Li
China

China: moving from world’s factory to high-tech innovator
Equity

Time to rethink value versus growth

Nisha Thakrar
Equity

Capturing Asia’s secular growth opportunities: Q&A with Christopher Thomsen

Chris Thomsen
Equity

A look into the future of investing in Asia
Equity

The strengthening case for investing in Asia

Julie Dickson
Emerging Markets

India could be poised for a promising future
Equity

Will India be the next high-growth emerging market?
Equity

Capital Ideas Talks with Martyn Hole

Martyn Hole
Europe

Europe’s global leaders offer some attractive opportunities

Martyn Hole
Emerging Markets

5 reasons why EM equities could power ahead in 2021
Europe

Introducing the European Opportunities strategy

Michael Cohen
Global

2021 Outlook Presentation
Active Management

Our strengths define the investment strategies we manage
Emerging Markets

Emerging market equity investing and the role of geographical boundaries EAAU
Equity

5 years old, but wiser than its years: Capital Group New Perspective Fund (LUX)
Equity

Are disruptors the next generation of defensive stocks?

Andy Budden
Japan

Japan has new leadership but it’s the same stock pickers’ market
Retail

The necessity of luxury: What makes this industry so resilient?
Japan

Will Abenomics continue in a post-Abe Japan?
Equity

Quality Growth: Resilient businesses in a low-rate world
Long-Term Investing

Capital Group – Improving people’s lives through successful investing
Japan

Mid-year Outlook: The silver lining in Japanese equities
Eurozone

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind
Japan

Is the sun rising for Japanese equities?

Dickon Corrado
U.S. Equities

US Equities: a veteran's view with Grant Cambridge

Grant L. Cambridge
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