Insights

Equity

Can dividends offer resilience throughout the cycle?

Nisha Thakrar
Equity

Why research is critical when it comes to China investing

Andrew Lee
Election

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

Recession watch: lessons from history and key economic indicators
Bonds

Rising yields put bond markets back on a road to normal

Mike Gitlin
Japan

Uniquely Japan: Navigating Asia's largest advanced economy
Politics

Will the war in Ukraine outlast European unity?

Talha Khan
Multi-Asset

Multi-asset investing in times of volatility

Julie Dickinson
Health Care

4 reasons health care could lead the next bull market
Equity

Equity investing in an inflationary environment

Christophe P. Braun
Currencies

How long might the dollar rally last?

Jens Sondergaard
United States

Is the US already in a recession?
ESG

Monitoring corporates against third-party ESG data providers
Equity

A growth and income approach to investing in Europe
Fixed Income

Fixed Income Perspectives July 2022
Active Management

2022 Midyear Outlook report

Rob Lovelace
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
Portfolio Construction

Building resilient portfolios amid inflation

Nisha Thakrar
Fixed Income

When short term pain can bring long term gains

Flavio Carpenzano
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Equity

The persistence of dividend growers

Grant L. Cambridge
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
Outlook

Outlook for equities: Time to pursue all-weather investing
Fixed Income

Look to credit opportunities amid bond market rout
Fixed Income

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

Supply chain shifts signal reglobalisation
Market Volatility

A focus on inflation
Emerging Markets

Emerging markets and rising US interest rates
Stock

Globalisation: the reports of its demise are greatly exaggerated
Currencies

Downturn in the US financial cycle may be near

Jens Sondergaard
Fixed Income

Navigating the foggy road to normal

Mike Gitlin
ESG

Pandemic, war and climate change sharpen focus on ESG

Jessica Ground
Market Volatility

Relative value in EM local markets

Kirstie Spence
Aerospace

Air travel is taking off again
ESG

Introducing our approach to investment stewardship
Emerging Markets

Does the EM debt repricing present a good entry point?

Harry Phinney
Global Equities

When volatility is rising, boring is beautiful
Market Volatility

The lowdown on inflation in the US and Europe
Fixed Income

Fixed Income Perspectives
Retirement

Retirement is changing

Philip May
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
ESG

Decarbonisation of the aviation industry

Cheryl Wilson
China

My investment lessons from 40 years in China

Steve Watson
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
Fixed Income

The role of fixed income

Flavio Carpenzano
Federal Reserve

As the Fed moves into action, bond portfolios need agility

Pramod Atluri
ESG

Running dry: How water risk can threaten a company’s bottom line
Markets & Economy

Is the spike in commodity prices sustainable?
Market Volatility

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

Staying the course
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
Fixed Income

Investing in fixed income during a hiking cycle

Keiyo Hanamura
Fixed Income

When one plus one equals more than two

Rob Neithart
Eurozone

The return of the European consumer

Robert Lind
Technology & Innovation

The future of media: Game on!
Market Volatility

How to handle market declines
Automotive

Electric vehicles: charging towards a sustainable world
Technology & Innovation

Storm cloud: Look past turbulence in US software stocks
China

How demographic challenges are shaping the China investment story

Andrew Lee
Japan

Kishidanomics: Propelling Japan towards the digital future

Christophe P. Braun
Fixed Income

Fixed Income Perspectives January 2022
European Equity

Investing in growing opportunities in Europe
Central Banks

Q&A with Andrew Cormack

Andrew Cormack
Fixed Income

Global corporate bonds 2022 outlook

Peter Becker
China

How demographic challenges are shaping the China investment

Andrew Lee
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Currencies

The pros and cons of Bitcoin
Federal Reserve

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

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

Robert Lind
Fixed Income

6 reasons to invest in the Global Corporate strategy
Emerging Markets

Emerging market debt outlook for 2022

Kirstie Spence
Fixed Income

5 reasons to invest in the Euro Aggregate strategy

Peter Becker
United States

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

5 reasons to invest in US high yield corporate bonds
ESG

4 investment opportunities for a net-zero future
ESG

Measuring the value of human capital
China

What I learned on a trip through China

Winnie Kwan
Fixed Income

EM inflation elevated, but relatively contained

Arjun Madan
ESG

Measuring the value of human capital
Fixed Income

The role bonds play in a portfolio

Flavio Carpenzano
Risk

Investors reveal their top ESG roadblocks

Jessica Ground
Technology & Innovation

3 ways the cloud can change our future

Andy Budden
Inflation

Pricing power can help companies fight inflation

Diana Wagner
Europe

Europe: 6 reasons for higher inflation and faster growth

Robert Lind
Emerging Markets

Frontier markets post-pandemic

Holger Siebrecht
Fixed Income

Fixed Income Perspectives October 2021
Inflation

US Inflation: Transitory or troublesome?
Equity

5 trends driving the future of biotech

Laura Nelson Carney
Equity

Investing in a cloud-powered world
China

China's economy risks a sharp slowdown in growth

Stephen Green
Equity

Japan corporate governance: More reforms are on the way

Harry Gunji
Monetary Policy

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

Can investors help bridge the US digital divide?
Europe

Europe: reasons for optimism...and caution

Martyn Hole
Equity

Above the cloud: investment opportunities across the value chain
Demographics & Culture

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

10 trends reshaping the future of emerging markets

Valeria Vine
Energy

Green revolution re-energises utility stocks

Bobby Chada
Technology & Innovation

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

Quick take on Jerome Powell’s Jackson Hole speech
Equity

Are emerging markets on the cusp of a dividend boom?

Valeria Vine
Technology & Innovation

5 predictions for the future of US media

Nathan Meyer
Fixed Income

5 themes to investing in global bond markets

Andrew Cormack
China

What does heightened China risk mean for investors?
Energy

Big oil faces big challenges on climate change
Dividends

Dividend growth: The special sauce of long-term investing

Joyce Gordon
Fixed Income

Fixed Income Perspectives July 2021
Interest Rates

US debt ceiling deadline could disrupt money markets
Fixed Income

Weighing up the cost of ESG bonds
Global Equities

5 investment lessons from the pandemic era

Steve Watson
Finance & Banking

The future of the financial sector: The analyst view
Technology & Innovation

Big Tech stocks: How to gauge regulatory risk

Tracy Li
Interest Rates

Market's view of transitory inflation may be premature
Emerging Markets

Diverging growth rates likely across emerging markets, but direction is positive

Kirstie Spence
Active Management

2021 Midyear Outlook Turning points on the road to recovery
Fed

Implications of the US Federal Reserve’s June 16 announcement
Currencies

4 things global financial cycles are telling us

Jens Sondergaard
United States

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

Why emerging markets local currency debt in 4 charts
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
Health Care

Medical miracle: Health care innovation saves the world
Energy

From fossil fuels to renewables
Fixed Income

Global corporate bonds Q&A with Damir Bettini

Damir Bettini
Bonds

4 reasons why US debt may not spin out of control
Fed

Quick-take on the US inflation outlook
Currencies

How to talk to clients about Bitcoin
ESG

ESG investing depends on deep analysis
Fixed Income

Fixed Income Perspectives April 2021
U.S. Equities

A veteran PM’s view on the pandemic’s long term impact

Martin Romo
Equity

Time to rethink value versus growth

Nisha Thakrar
China

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

US high-yield bonds: 5 things to know today
Long Term Investing

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

Rob Lovelace
Global Equities

The aviation industry: Five reasons for resilience

Todd Saligman
Technology & Innovation

These 3 laws drive innovation and investment opportunity
ESG

Our ESG philosophy is built on a legacy of research

Rob Lovelace
Fixed Income

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

We engage with companies to seek better long-term outcomes

Matt Lanstone
Long-Term Investing

Taking a long-term view
Long-Term Investing

A distinctive approach to investing

Rob Lovelace
Bonds

Rising US rates: Untangling the Fed vs. market debate
Long-Term Investing

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

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

Chris Thomsen
Retirement

Solving for the retirement challenge In Asia

Philip May
Emerging Markets

Why invest in EM local currency debt?

Peter Becker
Equity

A look into the future of investing in Asia
Equity

The strengthening case for investing in Asia

Julie Dickson
Global

COVID and beyond: navigating the markets
Markets & Economy

The coming M&A wave: 5 key questions answered
China

China: Policy and investment implications under Biden
Global Equities

Beyond Tesla: Electric cars shift into the fast lane
Emerging Markets

India could be poised for a promising future
Equity

Will India be the next high-growth emerging market?
Long-Term Investing

The world in 2030: Investing for the next decade
Fixed Income

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

Timothy Ng
U.S. Equities

Has big tech become too big?
U.S. Equities

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

Capital Ideas Talks with Martyn Hole

Martyn Hole
Central Banks

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

Andrew Cormack
Emerging Markets

Emerging markets debt outlook: What will 2021 bring?
Europe

Europe’s global leaders offer some attractive opportunities

Martyn Hole
Fixed Income

Fixed Income Perspectives January 2021
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind

Robert Lind
Emerging Markets

5 reasons why EM equities could power ahead in 2021
Global

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

Introducing the European Opportunities strategy

Michael Cohen
Election

Washington watch: Priorities emerge under new leadership
Finance & Banking

In the money: Financial exchanges hit the sweet spot
United States

Capital Group New Economy: designed to capture growth and innovation

Darrell Spence
Long-Term Investing

Capital Group New Economy: designed to capture growth and innovation
Japan

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

Akira Horiguchi
Brexit

Brexit deal builds new barriers to UK-EU trade

Robert Lind
Global

2021 Outlook Presentation
Global Equities

2021 Outlook: Turning points on the road to recovery
United States

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

Global corporate bonds Q&A with Damir Bettini

Damir Bettini
Active Management

Our strengths define the investment strategies we manage
Fixed Income

Elections and a vaccine: Implications for fixed income investors
Multi-Asset

Emerging market investing: Allocation to the fastest-growing markets
Multi-Asset

Emerging market exchange rates: cheap or value traps?
Technology & Innovation

Five technology trends to watch in a post-COVID world
Global Equities

'New defensive' investments in three charts
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)
Bonds

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

Rob Neithart
Equity

Are disruptors the next generation of defensive stocks?

Andy Budden
Emerging Markets

Emerging market debt in the new decade: an active approach

Jeremy J.W. Cunningham
United States

Post-US Election: what's next?

Michael Thawley
Election

What the U.S. election means for investors
Multi-Asset

Introducing the Capital Group USD Portfolio series
Markets & Economy

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

Emerging markets: Into the new decade
China

China’s biopharma industry moves closer to inflection point

Laura Nelson-Carney
Global Equities

Which companies are faring well in the COVID era?

Jody Jonsson
Fixed Income Perspectives
Japan

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

ESG is integral to our long-term investing philosophy

Rob Lovelace
Retail

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

US elections: an insider’s view

Matt Miller
United States

Recovery watch: When will growth return?
Election

Election uncertainty looks uncreasingly certain
Health Care

Glimpses of 2030: Health care innovation accelerates
Japan

Will Abenomics continue in a post-Abe Japan?
Politics

U.S. political change: Sweeping or incremental?

Jared Franz
Election

How elections move markets in 5 charts
Market Volatility

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

Jeremy J.W. Cunningham
Long-Term Investing

Lessons from 5 decades of investing

Claudia Huntington
Central Banks

Feds shift on Inflation unlikely to send it higher soon

Darrell Spence
Equity

Quality Growth: Resilient businesses in a low-rate world
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
Bonds

Fixed Income Perspectives
Long-Term Investing

Capital Group – Improving people’s lives through successful investing
Global Equities

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

Andy Budden
Election

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

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

Philip Rae
China

China: 3 views on what’s next for its economy and stocks
Market Volatility

The Night Watch sheds daylight on market disruptions
U.S. Equities

Greetings from 2030: Growth investing for the next decade

Anne-Marie Peterson
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
Market Volatility

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

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind
Market Volatility

Mid-year Outlook: Long-term perspective on markets and economies
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: From recession to recovery
Retirement Planning

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

Philip May
Japan

Is the sun rising for Japanese equities?

Dickon Corrado
U.S. Equities

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

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

Damien McCann
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
Technology & Innovation

5G: Hype or real investable opportunities?

Andy Budden
Emerging Markets

How will emerging market debt emerge from the crisis?

Kirstie Spence
Market Volatility

Guide to market recoveries
Bonds

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

Mike Gitlin
Market Volatility

The future of the health care sector – the analyst view

Laura Nelson Carney
Global Equities

Navigating a new landscape for dividends
Emerging Markets

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

Nick Grace
Emerging Markets

Digging deeper into emerging market debt

James Blair
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

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More Capital Group Sites

More Capital Group Sites

More Capital Group Sites

About us

AWARDS & RECOGNITIONS

Capital IdeasTM

Capital IdeasTM

Capital IdeasTM

Capital IdeasTM

Capital IdeasTM

Capital IdeasTM

Editor's picks

Long-term investing

Market volatility

Global equities

Fixed Income

Hear from our investment team.

Hören Sie von unserem Investmentteam.

Ideas y tendencias de inversión de nuestro equipo de inversión.

Suivez les publications de notre équipe d’investissement.

Ascolta il nostro team di investimento.

我們的市場觀點

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