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Actionable insights from our global investment team

GET THE E-BOOK

Our investment team is on the ground throughout the year

358

portfolio managers and analysts

21,000

meetings

49

countries

Monitoring trends that could define the next decade of investing

Download the 10 investment themes for 2023 to explore this year's opportunities, featuring:

  • Dividend decade
  • New growth
  • Global champions
  • Golden age of
    health care
  • Industrial renaissance
  • Reshoring supply chains
  • Core strength
  • Credit comeback
  • Selective high yield
  • Revisiting 60/40

When you download the e-book, you also will be subscribed to Capital IdeasTM, our monthly newsletter bringing you our latest investment insights and views on markets.

 

Our portfolio managers and analysts share their high-conviction insights

Backed by Capital Group, one of the world's largest active asset managers

  • US $2.2T assets under management
  • 91 years in business
  • 28 average years of experience of our portfolio managers
As of December 31, 2022.

Download the 10 investment themes for 2023 to explore this year's opportunities, featuring:

  • Dividend decade
  • New growth
  • Global champions
  • Golden age of
    health care
  • Industrial renaissance
  • Reshoring supply chains
  • Core strength
  • Credit comeback
  • Selective high yield
  • Revisiting 60/40

When you download the e-book, you also will be subscribed to Capital IdeasTM, our monthly newsletter bringing you our latest investment insights and views on markets.

 

All data as of December 31, 2022.