Insights | Capital Group

Globalisation: the reports of its demise are greatly exaggerated

Investment Insights

Trade

Supply chain shifts signal reglobalisation

June 20, 2022

Investment Insights
Market Volatility

A focus on inflation

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Emerging Markets

Emerging markets and rising US interest rates

June 1, 2022
Stock

Globalisation: the reports of its demise are greatly exaggerated

May 25, 2022
Currencies

Downturn in the US financial cycle may be near

May 20, 2022
Fixed Income

Navigating the foggy road to normal

May 19, 2022
Market Volatility

Relative value in EM local markets

May 13, 2022
Emerging Markets

Does the EM debt repricing present a good entry point?

May 5, 2022
Market Volatility

The lowdown on inflation in the US and Europe

April 29, 2022
Fixed Income

Fixed Income Perspectives

April 28, 2022
Retirement

Retirement is changing

April 27, 2022
Market Volatility

Investing amid exacerbating inflationary pressures

April 22, 2022
Fixed Income

Investing in fixed income in a rate hiking cycle

April 13, 2022
Market Volatility

Q&A: Investing amid geopolitical uncertainty

April 6, 2022
Market Volatility

Germany's 'no' to energy embargo may prove untenable

April 4, 2022
Fixed Income

The role of fixed income

March 31, 2022
Federal Reserve

As the Fed moves into action, bond portfolios need agility

March 31, 2022
Market Volatility

Q&A: impact of the Russia-Ukraine conflict on emerging market debt

March 21, 2022
Market Volatility

Q&A on Russian debt

March 17, 2022
Market Volatility

Commodity prices drive differentiation within EMD

March 15, 2022
Market Volatility

Russia-Ukraine conflict: The geopolitical and economic impact

March 10, 2022
Market Volatility

Impact of the rise in commodity prices on EM equities

March 7, 2022
Market Volatility

The Russia-Ukraine war could cast a meaningful economic shadow

March 3, 2022
Market Volatility

The West is united

March 3, 2022
Market Volatility

EU policymakers may look to mitigate economic shock

March 3, 2022
Market Volatility

Impact of the Russia-Ukraine conflict on European banks

March 3, 2022
Market Volatility

Biden and Europe walk energy tightrope

March 3, 2022
Market Volatility

Energy price stabilization largely depends on sanctions

March 3, 2022
Market Volatility

Invasion of Ukraine could mark turning point for cybersecurity

March 8, 2022
Market Volatility

U.S. defense scenario analysis

March 8, 2022
Equity

New Perspective strategy: navigating volatile markets

May 30, 2022
Emerging Markets

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

February 28, 2022
Fixed Income

Investing in fixed income during a hiking cycle

February 22, 2022
Fixed Income

When one plus one equals more than two

February 22, 2022
Eurozone

The return of the European consumer

February 21, 2022
Automotive

Electric vehicles: charging towards a sustainable world

February 9, 2022
Japan

Kishidanomics: Propelling Japan towards the digital future

January 28, 2022
Fixed Income

Fixed Income Perspectives January 2022

January 24, 2022
European Equity

Investing in growing opportunities in Europe

January 20, 2022
Fixed Income

Global corporate bonds 2022 outlook

January 17, 2022
Central Banks

Q&A with Andrew Cormack

January 17, 2022
China

How demographic challenges are shaping the China investment

January 17, 2022
Federal Reserve

What the Fed pivot could mean for US rates, inflation and economy

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Emerging Markets

Emerging market debt outlook for 2022

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Fixed Income

Fixed Income Q&A: macro risks vs opportunities in EM

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ESG

4 investment opportunities for a net-zero future

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China

What I learned on a trip through China

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Fixed Income

EM inflation elevated, but relatively contained

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Fixed Income

The role bonds play in a portfolio

November 8, 2021
Europe

Europe: 6 reasons for higher inflation and faster growth

October 22, 2021
Emerging Markets

Frontier markets post-pandemic

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Fixed Income

Fixed Income Perspectives October 2021

October 22, 2021
United Kingdom

How can global higher-yielding fixed income help investors?

October 18, 2021
Equity

5 trends driving the future of biotech

October 14, 2021
China

China's economy risks a sharp slowdown in growth

October 6, 2021
Fixed Income

Closing the funding and income gap

October 6, 2021
Equity

Japan corporate governance: More reforms are on the way

September 28, 2021
ESG

Monitoring corporates against third-party ESG data providers

September 24, 2021
ESG

Can investors help bridge the US digital divide?

September 21, 2021
Europe

Europe: reasons for optimism...and caution

September 20, 2021
Equity

Above the cloud: investment opportunities across the value chain

September 17, 2021
Emerging Markets

10 trends reshaping the future of emerging markets

September 15, 2021
Energy

Green revolution re-energises utility stocks

September 5, 2021
Fed

Quick take on Jerome Powell’s Jackson Hole speech

August 31, 2021
Equity

Are emerging markets on the cusp of a dividend boom?

August 30, 2021
Fixed Income

5 themes to investing in global bond markets

August 23, 2021
China

What does heightened China risk mean for investors?

August 9, 2021
Energy

Big oil faces big challenges on climate change

August 2, 2021
Fixed Income

Fixed Income Perspectives July 2021

July 23, 2021
Fixed Income

Weighing up the cost of ESG bonds

July 16, 2021
Active Management

2021 Midyear Outlook: Turning points on the road to recovery

June 25, 2021
Fixed Income

Role global corporate bonds play for euro-based investors

June 3, 2021
Fixed Income

Global corporate bonds Q&A with Damir Bettini

May 21, 2021
Bonds

4 reasons why US debt may not spin out of control

May 18, 2021
Fixed Income

Fixed Income Perspectives April 2021

April 30, 2021
China

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

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Time to rethink value versus growth

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Bonds

US high-yield bonds: 5 things to know today

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Long Term Investing

The World in 2030: 10 predictions for long-term investors

April 20, 2021
Global

COVID and beyond: navigating the markets

March 11, 2021
China

China: Policy and investment implications under Biden

March 9, 2021
Equity

Will India be the next high-growth emerging market?

February 24, 2021
Fixed Income

Will the Fed’s new policy framework bring higher inflation?

February 11, 2021
Central Banks

What do the unprecedented monetary and fiscal measures mean for inflation?

February 2, 2021
Europe

Europe’s global leaders offer some attractive opportunities

January 30, 2021
Fixed Income

Fixed Income Perspectives January 2021

January 28, 2021
Emerging Markets

5 reasons why EM equities could power ahead in 2021

January 26, 2021
Global

Reset or rebound? To what extent is the world changing?

January 25, 2021
Europe

Introducing the European Opportunities strategy

January 21, 2021
Finance & Banking

In the money: Financial exchanges hit the sweet spot

January 12, 2021
United States

What lies ahead for the US economy?

January 11, 2021
Equity

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

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Equity

Are disruptors the next generation of defensive stocks?

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Emerging market debt in the new decade: an active approach

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United States

Post-US Election: what's next?

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Multi-Asset

Introducing the Capital Group USD Portfolio series

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Is the dollar’s stumble a sign of things to come?

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Multi-Asset

Introducing the Capital Group EUR Portfolio series

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China’s biopharma industry moves closer to inflection point

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

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ESG is integral to our long-term investing philosophy

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US elections: an insider’s view

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Will Abenomics continue in a post-Abe Japan?

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The new era of reglobalisation

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

September 10, 2020
Bonds

US corporate bonds: resilience through adversity

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Central Banks

Feds shift on Inflation unlikely to send it higher soon

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Multi-Asset

Finding balance in a volatile world

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Bonds

US corporate debt: opportunity and risk in a post-COVID world

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Bonds

Fixed Income Perspectives

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Long-Term Investing

Capital Group – Improving people’s lives through successful investing

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Global Equities

The new economy: Discovering growth and innovation in a changing world

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Technology & Innovation

The big tech story: can the biggest get even bigger?

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Bonds

A consistent source of high income in today’s low-yielding world

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Bonds

Global investment grade corporate bonds: a sector for all seasons

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Bonds

Thinking outside the dividend box: higher yielding fixed income

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Emerging market debt: three months into the crisis

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US politics: the makings of a perfect storm

June 24, 2020
Market Volatility

Mid-year outlook: Navigating volatility on the road to economic recovery

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Japan

‘Japanification’: A not-so-remote, or bleak, possibility

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Japan

Japanese equities: What the future holds after the pandemic

June 17, 2020
Market Volatility

Mid-year Outlook: Long-term perspective on markets and economies

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Retirement Planning

Rethinking drawdown income: Ideas for financial advisers in post COVID-19 planning with retirees

June 10, 2020
Japan

Is the sun rising for Japanese equities?

June 9, 2020
Bonds

The income conundrum: where to find sustainable income

June 1, 2020
Election

Election watch: an inside perspective on US politics

May 27, 2020
Bonds

BBB bonds face their moment of truth

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Technology & Innovation

The future of the technology sector: The analyst view

May 21, 2020
U.S. Equities

US Equities: a veteran's view with Grant Cambridge

May 20, 2020
Emerging Markets

How will emerging market debt emerge from the crisis?

May 15, 2020
Bonds

Where next for fixed income markets - Insights from Capital Group's head of fixed income

May 13, 2020
Market Volatility

The future of the health care sector – the analyst view

May 7, 2020
Global Equities

Navigating a new landscape for dividends

May 7, 2020
Bonds

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

May 6, 2020
Emerging Markets

Digging deeper into emerging market debt

May 6, 2020
Emerging Markets

Emerging market equities: Short-term pain, long-term gain?

May 6, 2020
Japan

Japanese equities: A stock picker's market

May 5, 2020
Global Equities

Weathering the storm: investing in global champions

May 4, 2020
Retirement

Post-retirement investment solutions: A framework for scalable tailored advice

Pandemic, war and climate change sharpen focus on ESG

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