Investment insights from Capital Group
1. Data as at 31 July 2021. Source: Bloomberg, JPMorgan. Market value in US$ billions. Date of inception is 31 July 2001 (31 July 2002 for Emerging Markets hard currency and 31 January 2006 for Emerging Markets local currency)
2. Source: Aladdin. Data as at 31 July 2021. IG: investment grade. HY: high yield. EMD emerging market debt. Tips: Treasury inflation-protected securities. *Capital preservation is based on the asset classes’ 5-year volatility
3. Source: Bloomberg. Data as at 31 July 2021
Interest Rates
U.S. Equities
Interest Rates
U.S. Equities
RELATED INSIGHTS
Interest Rates
Market Volatility
World Markets Review
Past results are not a guarantee of future results. The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment. This information is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.
Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.