Markets & Economy

United States

Is the US already in a recession?

Active Management

2022 Midyear Outlook report

Rob Lovelace

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

Fixed Income

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

Emerging Markets

Emerging market debt: an active approach

Jeremy J.W. Cunningham

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

Trade

Supply chain shifts signal reglobalisation

Fixed Income

Look to credit opportunities amid bond market rout

Fixed Income

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

Market Volatility

A focus on inflation

Emerging Markets

Emerging markets and rising US interest rates

Market Volatility

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

Kirstie Spence

Equity

New Perspective strategy: navigating volatile markets

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

Market Volatility

Relative value in EM local markets

Kirstie Spence

Aerospace

Air travel is taking off again

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

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

Fixed Income

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

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

Markets & Economy

Is the spike in commodity prices sustainable?

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

3 views on the Russia-Ukraine conflict

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

Emerging Markets

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

Kirstie Spence

Market Volatility

Staying the course

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

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

Market Volatility

Is there opportunity in this stock market volatility?

Fixed Income

Fixed Income Perspectives January 2022

European Equity

Investing in growing opportunities in Europe

Election

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

China

How demographic challenges are shaping the China investment

Andrew Lee

Fixed Income

Srishti Global corporate bonds 2022 outlook

Fixed Income

Global corporate bonds 2022 outlook

Peter Becker

Global Equities

Rob Lovelace on the year ahead

Equity

World Markets Review - Fourth Quarter 2021

Currencies

The pros and cons of Bitcoin

Europe

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

Robert Lind

Federal Reserve

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

Federal Reserve

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

Emerging Markets

5 reasons to be positive about the outlook for EMD

Kirstie Spence

Emerging Markets

Emerging market debt outlook for 2022

Kirstie Spence

United States

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

Fixed Income

5 reasons to invest in US high yield corporate bonds

Fixed Income

EM inflation elevated, but relatively contained

Arjun Madan

Fixed Income

The role bonds play in a portfolio

Flavio Carpenzano

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

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

Europe

Europe: reasons for optimism...and caution

Martyn Hole

Demographics & Culture

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

Equity

Above the cloud: investment opportunities across the value chain

Technology & Innovation

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

Technology & Innovation

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

Fed

Quick take on Jerome Powell’s Jackson Hole speech

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?

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?

Fixed Income

Fixed Income Perspectives July 2021

Interest Rates

US debt ceiling deadline could disrupt money markets

Global Equities

5 investment lessons from the pandemic era

Steve Watson

Technology & Innovation

Big Tech stocks: How to gauge regulatory risk

Tracy Li

Interest Rates

Market's view of transitory inflation may be premature

Active Management

2021 Midyear Outlook: Turning points on the road to recovery

Active Management

2021 Midyear Outlook Turning points on the road to recovery

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

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

Fixed Income

Fixed Income Perspectives April 2021

Equity

Time to rethink value versus growth

Nisha Thakrar

Equity

Time to rethink value versus growth

Nisha Thakrar

Bonds

US high-yield bonds: 5 things to know today

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

Equity

Bitcoin bubble or currency of the future?

Fixed Income

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

Bonds

Rising US rates: Untangling the Fed vs. market debate

Long-Term Investing

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

Emerging Markets

Why invest in EM local currency debt?

Peter Becker

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

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?

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

Election

Washington watch: Priorities emerge under new leadership

United States

What lies ahead for the US economy?

Darrell Spence

Brexit

Brexit deal builds new barriers to UK-EU trade

Robert Lind

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

Fixed Income

Global corporate bonds Q&A with Damir Bettini

Damir Bettini

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

Election

U.S. election results bring policy priorities into focus

Bonds

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

Rob Neithart

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

Election

What the U.S. election means for investors

Markets & Economy

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

Global Equities

Which companies are faring well in the COVID era?

Jody Jonsson

Fixed Income Perspectives

Retail

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

Japan

Will Abenomics continue in a post-Abe Japan?

Politics

U.S. political change: Sweeping or incremental?

Jared Franz

Global Equities

The new era of reglobalisation

Steve Smith

Market Volatility

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

Jeremy J.W. Cunningham

Bonds

US corporate bonds: resilience through adversity

Peter Becker

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

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

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

Market Volatility

The Night Watch sheds daylight on market disruptions

Bonds

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

Rob Neithart

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

Thinking outside the dividend box: higher yielding fixed income

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

Japan

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

Anne Vandenabeele

Bonds

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

Anne Vandenabeele

Market Volatility

Mid-year Outlook: From recession to recovery

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

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

Global Equities

Navigating a new landscape for dividends

Market Volatility

The future of the health care sector – the analyst view

Laura Nelson Carney

Emerging Markets

Digging deeper into emerging market debt

James Blair

Bonds

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

Peter Becker

Emerging Markets

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

Nick Grace

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

Fixed Income

Fixed Income Perspectives July 2021

Fixed Income

Fixed Income Perspectives July 2021

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