Markets & Economy

Estados Unidos

Is the US already in a recession?

Gestión activa

2022 Midyear Outlook report

Rob Lovelace

Japón

Yen's plummet puts Bank of Japan in a bind

Anne Vandenabeele

Europa

ECB faces tough choices as it prepares to raise rates

Robert Lind

Construcción de carteras

Building resilient portfolios amid inflation

Nisha Thakrar

Renta fija

When short term pain can bring long term gains

Flavio Carpenzano

Volatilidad de los mercados

Braving bear markets: 5 lessons from seasoned investors

Renta variable

The persistence of dividend growers

Grant L. Cambridge

Renta fija

Where are the risks and opportunities in high yield and EMD?

Rob Neithart

Renta fija

A more constructive outlook for corporate bonds, but caution is still warranted

Mercados emergentes

Emerging market debt: an active approach

Jeremy J.W. Cunningham

Perspectivas

Rob Lovelace on all-weather investing

Rob Lovelace

Renta fija

Why should you consider owning bonds now?

Renta fija

Credit investing amid heightened market volatility

Peter Becker

Perspectivas

Bond outlook: What to know as Fed fears hit markets

Comercio

Supply chain shifts signal reglobalisation

Renta fija

Look to credit opportunities amid bond market rout

Renta fija

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

Volatilidad de los mercados

A focus on inflation

Mercados emergentes

Emerging markets and rising US interest rates

Volatilidad de los mercados

Contained EM inflation and higher real yields suggest relative value in local markets

Kirstie Spence

Renta variable

New Perspective strategy: navigating volatile markets

Stock

Globalisation: the reports of its demise are greatly exaggerated

Divisas

Downturn in the US financial cycle may be near

Jens Sondergaard

Renta fija

Navigating the foggy road to normal

Mike Gitlin

Volatilidad de los mercados

Relative value in EM local markets

Kirstie Spence

Aeroespacial

Air travel is taking off again

Mercados emergentes

Does the EM debt repricing present a good entry point?

Harry Phinney

Acciones globales

When volatility is rising, boring is beautiful

Volatilidad de los mercados

The lowdown on inflation in the US and Europe

Renta fija

Fixed Income Perspectives

Volatilidad de los mercados

Investing amid exacerbating inflationary pressures

Tipos de interés

Is the era of easy money coming to an end?

Dividendos

Rotating into dividends in an inflationary world

Renta fija

Investing in fixed income in a rate hiking cycle

Keiyo Hanamura

China

My investment lessons from 40 years in China

Steve Watson

China

How to think about investing in China today

Volatilidad de los mercados

Q&A: Investing amid geopolitical uncertainty

Volatilidad de los mercados

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

Robert Lind

Renta fija

The role of fixed income

Flavio Carpenzano

Reserva Federal de Estados Unidos

As the Fed moves into action, bond portfolios need agility

Pramod Atluri

Mercados y economía

Is the spike in commodity prices sustainable?

Volatilidad de los mercados

Q&A on Russian debt

Robert Burgess

Volatilidad de los mercados

Why we think the Fed is still behind the curve

Volatilidad de los mercados

Commodity prices drive differentiation within EMD

Kirstie Spence

Volatilidad de los mercados

Russia-Ukraine conflict: The geopolitical and economic impact

Volatilidad de los mercados

3 views on the Russia-Ukraine conflict

Volatilidad de los mercados

Impact of the rise in commodity prices on EM equities

Martyn Hole

Volatilidad de los mercados

Implications of Russia’s expulsion from major indices

Volatilidad de los mercados

The Russia-Ukraine war could cast a meaningful economic shadow

Volatilidad de los mercados

The West is united

John Emerson

Volatilidad de los mercados

EU policymakers may look to mitigate economic shock

Robert Lind

Volatilidad de los mercados

Impact of the Russia-Ukraine conflict on European banks

Matteo Merlo

Volatilidad de los mercados

Biden and Europe walk energy tightrope

Talha Khan

Volatilidad de los mercados

Energy price stabilization largely depends on sanctions

Przemek Nowak

Volatilidad de los mercados

U.S. economy faces heightened inflation risk

Darrell Spence

Volatilidad de los mercados

Invasion of Ukraine could mark turning point for cybersecurity

Julien Gaertner

Volatilidad de los mercados

U.S. defense scenario analysis

Shane Fogarty

Mercados emergentes

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

Kirstie Spence

Volatilidad de los mercados

Staying the course

Volatilidad de los mercados

Russia-Ukraine conflict threatens global economy

Robert Lind

Renta fija

Investing in fixed income during a hiking cycle

Keiyo Hanamura

Renta fija

When one plus one equals more than two

Rob Neithart

Volatilidad de los mercados

How to handle market declines

Automoción

Electric vehicles: charging towards a sustainable world

Tecnología e innovación

Storm cloud: Look past turbulence in US software stocks

China

How demographic challenges are shaping the China investment story

Andrew Lee

Volatilidad de los mercados

Is there opportunity in this stock market volatility?

Renta fija

Fixed Income Perspectives January 2022

European Equity

Investing in growing opportunities in Europe

Elecciones

Can US midterm elections move the market? 5 charts to watch

China

How demographic challenges are shaping the China investment

Andrew Lee

Renta fija

Global corporate bonds 2022 outlook

Peter Becker

Renta fija

Srishti Global corporate bonds 2022 outlook

Peter Becker

Acciones globales

Rob Lovelace on the year ahead

Rob Lovelace

Renta variable

World Markets Review - Fourth Quarter 2021

Divisas

The pros and cons of Bitcoin

Europa

Outlook for European equities: modest returns and volatility expected in 2022

Robert Lind

Reserva Federal de Estados Unidos

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

Reserva Federal de Estados Unidos

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

Mercados emergentes

5 reasons to be positive about the outlook for EMD

Kirstie Spence

Mercados emergentes

Emerging market debt outlook for 2022

Kirstie Spence

Estados Unidos

U.S. Outlook: Expect solid growth, stubborn inflation

Renta fija

5 reasons to invest in US high yield corporate bonds

Renta fija

EM inflation elevated, but relatively contained

Arjun Madan

Renta fija

The role bonds play in a portfolio

Flavio Carpenzano

Tecnología e innovación

3 ways the cloud can change our future

Andy Budden

Inflación

Pricing power can help companies fight inflation

Diana Wagner

Europa

Europe: 6 reasons for higher inflation and faster growth

Robert Lind

Mercados emergentes

Frontier markets post-pandemic

Holger Siebrecht

Renta fija

Fixed Income Perspectives October 2021

Inflación

US Inflation: Transitory or troublesome?

Renta variable

Investing in a cloud-powered world

China

China's economy risks a sharp slowdown in growth

Stephen Green

Renta variable

Japan corporate governance: More reforms are on the way

Harry Gunji

Política monetaria

The long unwinding road: Our take on Federal Reserve tapering and U.S. inflation

Europa

Europe: reasons for optimism...and caution

Martyn Hole

Demografía y cultura

Will the pandemic threaten the future of big U.S. cities?

Renta variable

Above the cloud: investment opportunities across the value chain

Tecnología e innovación

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

Tecnología e innovación

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

Reserva Federal

Quick take on Jerome Powell’s Jackson Hole speech

Tecnología e innovación

5 predictions for the future of US media

Nathan Meyer

Renta fija

5 themes to investing in global bond markets

Andrew Cormack

China

What does heightened China risk mean for investors?

China

What does heightened China risk mean for investors?

China

Srishti How demographic challenges are shaping the China investment

China

Srishti How demographic challenges are shaping the China investment

China

What does heightened China risk mean for investors?

China

What does heightened China risk mean for investors?

China

What does heightened China risk mean for investors?

China

What does heightened China risk mean for investors?

Renta fija

Fixed Income Perspectives July 2021

Tipos de interés

US debt ceiling deadline could disrupt money markets

Acciones globales

5 investment lessons from the pandemic era

Steve Watson

Tecnología e innovación

Big Tech stocks: How to gauge regulatory risk

Tracy Li

Tipos de interés

Market's view of transitory inflation may be premature

Gestión activa

2021 Midyear Outlook: Turning points on the road to recovery

Gestión activa

2021 Midyear Outlook Turning points on the road to recovery

Divisas

4 things global financial cycles are telling us

Jens Sondergaard

Estados Unidos

U.S. economy is set to boom, zoom and consume

Mercados emergentes

Why emerging markets local currency debt in 4 charts

Renta variable

Why active investing is the way to go for Japanese equities

Christophe P. Braun

Renta fija

Global corporate bonds Q&A with Damir Bettini

Damir Bettini

Renta fija

4 reasons why US debt may not spin out of control

Reserva Federal

Quick-take on the US inflation outlook

Renta fija

Fixed Income Perspectives April 2021

Renta variable

Time to rethink value versus growth

Nisha Thakrar

Renta variable

Time to rethink value versus growth

Nisha Thakrar

Renta fija

US high-yield bonds: 5 things to know today

Renta fija

US high-yield bonds: 5 things to know today

Long Term Investing

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

Rob Lovelace

Renta variable

Bitcoin bubble or currency of the future?

Renta fija

Amid a US economic boom, how high can rates go?

Renta fija

Rising US rates: Untangling the Fed vs. market debate

Inversión a largo plazo

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

Mercados emergentes

Why invest in EM local currency debt?

Peter Becker

Global

COVID and beyond: navigating the markets

Mercados y economía

The coming M&A wave: 5 key questions answered

China

China: Policy and investment implications under Biden

Acciones globales

Beyond Tesla: Electric cars shift into the fast lane

Inversión a largo plazo

The world in 2030: Investing for the next decade

Renta fija

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

Timothy Ng

Renta variable estadounidense

Has big tech become too big?

Renta variable estadounidense

How pent-up demand could fuel U.S. market recovery

Renta variable

Capital Ideas Talks with Martyn Hole

Martyn Hole

Bancos centrales

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

Andrew Cormack

Mercados emergentes

Emerging markets debt outlook: What will 2021 bring?

Renta fija

Fixed Income Perspectives January 2021

Acciones globales

Rob Lovelace on the year ahead

Rob Lovelace

Mercados y economía

Capital Ideas Talks: Talking macro with Robert Lind

Robert Lind

Elecciones

Washington watch: Priorities emerge under new leadership

Estados Unidos

What lies ahead for the US economy?

Darrell Spence

Brexit

Brexit deal builds new barriers to UK-EU trade

Robert Lind

Acciones globales

2021 Outlook: Turning points on the road to recovery

Estados Unidos

U.S. outlook: The future is here, and it’s digital

Renta fija

Global corporate bonds Q&A with Damir Bettini

Damir Bettini

Renta fija

Global corporate bonds Q&A with Damir Bettini

Damir Bettini

Multiactivos

Emerging market investing: Allocation to the fastest-growing markets

Multiactivos

Emerging market exchange rates: cheap or value traps?

Tecnología e innovación

Five technology trends to watch in a post-COVID world

Acciones globales

'New defensive' investments in three charts

Mercados emergentes

Emerging market equity investing and the role of geographical boundaries EAAU

Elecciones

U.S. election results bring policy priorities into focus

Renta fija

Capital Group Global High Income Opportunities (LUX) GHIO Q&A with Rob Neithart

Rob Neithart

Renta fija

Capital Group Global High Income Opportunities (LUX) GHIO Q&A with Rob Neithart

Rob Neithart

Renta variable

Are disruptors the next generation of defensive stocks?

Andy Budden

Mercados emergentes

Emerging market debt in the new decade: an active approach

Jeremy J.W. Cunningham

Elecciones

What the U.S. election means for investors

Mercados y economía

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

Acciones globales

Which companies are faring well in the COVID era?

Jody Jonsson

Fixed Income Perspectives

Comercio minorista

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

Japón

Will Abenomics continue in a post-Abe Japan?

Política

U.S. political change: Sweeping or incremental?

Jared Franz

Acciones globales

The new era of reglobalisation

Steve Smith

Volatilidad de los mercados

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

Jeremy J.W. Cunningham

Renta fija

US corporate bonds: resilience through adversity

Peter Becker

Inversión a largo plazo

Lessons from 5 decades of investing

Claudia Huntington

Bancos centrales

Feds shift on Inflation unlikely to send it higher soon

Darrell Spence

Renta fija

U.S. Corporate defaults have tripled: What you need to know

Renta fija

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

James Blair

Renta fija

Fixed Income Perspectives

Acciones globales

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

Andy Budden

Elecciones

Election watch: What the U.S. race means for investors

Tecnología e innovación

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

Philip Rae

Volatilidad de los mercados

The Night Watch sheds daylight on market disruptions

Renta fija

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

Rob Neithart

Renta variable estadounidense

Greetings from 2030: Growth investing for the next decade

Anne-Marie Peterson

Renta fija

Global investment grade corporate bonds: a sector for all seasons

James Blair

Renta fija

Thinking outside the dividend box: higher yielding fixed income

Renta fija

Mid-year Outlook: lower for longer...still

Mercados emergentes

Emerging market debt: three months into the crisis

Kirstie Spence

Japón

Mid-year Outlook: The silver lining in Japanese equities

US politics: the makings of a perfect storm

Matt Miller

Volatilidad de los mercados

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

Eurozona

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind

Volatilidad de los mercados

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

Japón

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

Anne Vandenabeele

Japón

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

Anne Vandenabeele

Japón

Japanese equities: What the future holds after the pandemic

Renta fija

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

Anne Vandenabeele

Volatilidad de los mercados

Mid-year Outlook: From recession to recovery

Japón

Is the sun rising for Japanese equities?

Dickon Corrado

Renta variable estadounidense

U.S. Mid-year Outlook: From recession to recovery

Renta fija

The income conundrum: where to find sustainable income

David A. Daigle

Elecciones

Election watch: an inside perspective on US politics

Matt Miller

Renta fija

BBB bonds face their moment of truth

Mercados y economía

The outlook for U.S. credit in a recessionary economy

Damien McCann

Tecnología e innovación

The future of the technology sector: The analyst view

Johnny Chan

Mercados emergentes

How will emerging market debt emerge from the crisis?

Kirstie Spence

Volatilidad de los mercados

Guide to market recoveries

Renta fija

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

Mike Gitlin

Acciones globales

Navigating a new landscape for dividends

Volatilidad de los mercados

The future of the health care sector – the analyst view

Laura Nelson Carney

Mercados emergentes

Digging deeper into emerging market debt

James Blair

Renta fija

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

Peter Becker

Mercados emergentes

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

Nick Grace

Japón

Japanese equities: A stock picker's market

Acciones globales

Weathering the storm: investing in global champions

Rentas para la jubilación

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

Philip May

Volatilidad de los mercados

4 ways to stay calm when markets stumble

Renta fija

Fixed Income Perspectives July 2021

Renta fija

Fixed Income Perspectives July 2021

Markets & Economy

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