INSIGHTS

Our perspectives

INTEREST RATES

All eyes are on the Fed as a new market environment dawns

Inflation appears to be slowing, but it’s still higher than the Federal Reserve’s target. However, long-term investors should look beyond short-term conditions.

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Guide

Capital Group economist Robert Lind offers his views on the economic ramifications of the Russia-Ukraine conflict.

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More perspectives

U.S. Equities

2023 equity roundtable
Bonds

2023 bond roundtable
Inflation

Change is coming to the investment landscape, and it may spell opportunity

Jody Jonsson

A DEEPER DIVE

Explore our viewpoints on the topics that matter most to you.

A DEEPER DIVE

Explore our viewpoint on the things that matter most to you.

MARKETS & RESEARCH
THE BROAD VIEW
WEALTH PLANNING
LIFE & LEISURE

Interest Rates

All eyes are on the Fed as a new market environment dawns
Markets & Economy

5 keys to investing
Global Equities

New reality for investors: 5 big trends changing markets

Jody Jonsson
Market Volatility

A resolute Federal Reserve is determined to knock out inflation
Food & Beverage

High inflation sets the table for food and beverage companies

Archana Basi
Pharmaceuticals

Investing in good health

Laura Nelson Carney
Utilities

Utility stocks may be fueled for a bright future
Dividends

In unsettled markets, investors rediscover dividends

Aline Avzaradel
Aerospace

Investing ideas from the Farnborough International Airshow
Inflation

Is high inflation the ultimate pandemic distortion?
Global Equities

Can international equities overcome a strong dollar?
Trade

Supply chain shifts signal reglobalization
Health Care

4 reasons health care could lead the next bull market
Manufacturing

Automation is building tomorrow’s supply chains
Aerospace

Air travel is taking off again
Technology & Innovation

Expectations and interest rates clipped tech’s wings

Julien Gaertner
Economic Indicators

Downturn in the U.S. financial cycle may be near

Jens Sondergaard
Global Equities

When volatility is rising, boring is beautiful
Economic Indicators

Inflation and war are taking a toll on global markets
Technology & Innovation

What is the metaverse? An immersive opportunity

Mihir Mehta
Interest Rates

Is the era of easy money coming to an end?
Dividends

Rotating into dividends in an inflationary world
China

How to think about investing in China today
Market Volatility

How to handle market declines
Technology & Innovation

Storm cloud: Look past turbulence in software stocks
U.S. Equities

After a standout rally last year, the path has turned rockier in 2022
Equity

2022 Equity Roundtable
Fixed Income

2022 Bond Roundtable
Manufacturing

Research provides clues about where the supply chain is heading
Market Volatility

Is there opportunity in this stock market volatility?
Election

Can midterm elections move markets? 5 charts to watch
Global Equities

Rob Lovelace on the year ahead

Rob Lovelace
Currencies

The pros and cons of Bitcoin
Monetary Policy

Help wanted: How a distorted job market may foil the Fed

Jared Franz
China

What I learned on a trip through China
Inflation

Europe: 6 reasons for higher inflation and faster growth

Robert Lind
Inflation

Pricing power can help companies fight inflation

Diana Wagner
China

New rules add risk, but China still offers rewards
Markets & Research

Bitcoin’s rambunctious year
Markets & Research

The future of ESG investing depends on deep analysis
Markets & Research

Value or growth? Both, says veteran Capital Group portfolio manager

Martin Romo
Markets & Research

Up close with fixed income portfolio manager John Queen

John Queen
Markets & Research

Big Tech faces big questions about its reach and dominance
Markets & Research

The future seems ripe for renewables
Markets & Research

COVID-19 vaccines are a milestone in a new medical era
Markets & Research

Amid an economic boom, how high can rates go?
Markets & Research

These 3 laws drive innovation and investment opportunity
Markets & Research

China: Policy and investment implications under Biden
Markets & Research

Quality Growth: Resilient businesses in a low-rate world
Markets & Research

The outlook for credit in a recessionary economy

Damien J. McCann
Markets & Research

Navigating a new landscape for dividends
Markets & Research

5 realities of this recession

Darrell Spence
Markets & Research

Bond market perspective: Why it’s important to stay strong at the core
Media

The revolution is being televised
International

Investment opportunities extend well beyond american shores
Health Care

The biotech industry is coming of age in china

Laura Nelson Carney
Technology & Innovation

Advances in technology create opportunity for semiconductor companies

Isaac Sudit
Health Care

Pioneering research is transforming the biopharmaceutical sector

Skye Drynan
Finance & Banking

A drive for data is paying off for securities exchanges

Emme Kozloff
Consumer Goods

Athletic wear is leading the pack in the apparel industry

Jon Keehn
Telecommunications

Growing wireless usage is creating opportunities for cell tower companies

Brant Thompson
Finance & Banking

How banks are adapting to the digital revolution

Jeremy Burge

U.S. Equities

2023 equity roundtable
Bonds

2023 bond roundtable
Inflation

Change is coming to the investment landscape, and it may spell opportunity

Jody Jonsson
Currencies

Despite the strong dollar, there’s currency to investing abroad
Bonds

The economy in 2023: Where we differ from market consensus
Bonds

Bond market outlook: Prospects brighten as Fed slows hikes
U.S. Equities

U.S. market outlook for 2023
Outlook

International markets outlook for 2023
Market Volatility

“Courage! We have been here before”
Market Volatility

Shifting economic conditions require flexibility and adaptability

Philip Winston
Market Volatility

Long-term investing means weathering volatility
Long-Term Investing

During down markets, remember your goals
Market Volatility

When will the bear market end?
Market Volatility

Guide to recessions: 7 key things you need to know
United States

Is the U.S. already in a recession?
Market Volatility

Risks add up for the economy and financial markets
Fixed Income

Explaining the mystery of the yield curve
Market Volatility

‘Reglobalization’ is ushering in a new era of world trade
Market Volatility

How we’re handling the down market

William L. Robbins
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Fed

Fed's aggressive path could mean more market turmoil
Market Volatility

During bear markets, keep an eye on the long-term picture
Technology & Innovation

Q&A with Mark Casey
Inflation

Is the spike in commodity prices sustainable?
Inflation

Expectations could determine whether inflation persists
Philanthropy

Nonprofits need a forever plan for a forever mission
Fed

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

Forty years of transformation

Steve Watson
The Broad View

Q&A with Greg Singer
The Broad View

Health care innovation reaches warp speed
The Broad View

Five technology trends to watch in a post-COVID world
The Broad View

Dreams of 2030: Small caps and the next innovation wave
The Broad View

10 investment themes for the next 10 years
The Broad View

Lessons from market recoveries of the past
The Broad View

Avoid the urge to time the market
The Broad View

Love what you do and you’ll work every day
The Broad View

Will entrepreneurs still take risks?

Jared Franz
The Broad View

What’s the future of globalism?

Talha Khan
The Broad View

Greetings from 2030: Growth investing for the next decade

Anne-Marie Peterson
Market Volatility

Why multinationals can survive trade conflicts

Jody Jonsson
Fixed Income

Five thoughts on higher yields and corporate bonds in today’s late cycle economy
Equity

Analysts go the extra mile in their research
Technology & Innovation

The rise of the cloud is transforming the world
Market Volatility

Recessions can be unsettling, but their long-term impact has been modest

Jared Franz
Market Volatility

Preparing for the next recession: Six things you need to know
Technology & Innovation

A primer on blockchain, bitcoin and the cryptocurrency craze
Fixed Income

As volatility returns, bonds play a protective role in client portfolios

Mike Gitlin
Portfolio Construction

Protecting your portfolio from the risks of inflation

David Hoag
Portfolio Construction

Why too much of a good thing can increase portfolio risk
Demographics & Culture

The growing equality for women in India

Anirudha Dutta

Asset Allocation

Rebalancing can help investors stay disciplined

Sandra Morelli
Philanthropy

With a plan, wealth can translate into action
Tax & Estate Planning

Keeping it in the family
Philanthropy

Three steps that can help your endowment or foundation shine
Wealth Planning

Home may be where the heart is, but the taxman has other metrics
Long-Term Investing

A simple approach can help limit the downside during a bear market

Sandra Morelli
Long-Term Investing

Timing stock market investments can be costly

Sandra Morelli
Legacy

Charitable LLCs provide another option for making philanthropic gifts

Michelle Black
Legacy

Talking to children about matters of wealth involves more than dollars and cents
Portfolio Construction

Our distinctive approach to sustainable investing

Aaron Petersen
Tax & Estate Planning

A corporate trustee can provide peace of mind in estate planning
Portfolio Construction

Preparing your portfolio to withstand market corrections

Sandra Morelli
Tax & Estate Planning

Creating a lasting charitable legacy
Legacy

Capturing your legacy to share with future generations
Life Events

Navigating the financial uncertainties of divorce

Michelle Black

Books

Designing America
Books

10 book ideas from Capital’s investment team
Books

Fast forward
Fixed Income

The bond reset has charted a fresh path forward for fixed income
Books

On the front line
Books

In search of Frank Lloyd Wright
Demographics & Culture

For women, success offers its own rewards — and challenges
Self-improvement

Long-haul heroes: The importance of committing in a world of infinite browsing
Recreation & Entertainment

Nectar of the gods: Winemaking without the winery
Legacy

Remembering pioneering investor Bill Hurt
Books

Talking it through: Wealth and our sense of self
Health Care

The doctor is always in
The Broad View

The siren birdsong of the outdoors
Books

The meticulous whimsy of Seuss
Recreation & Entertainment

Destination deliberate
Automotive

The pleasures and perils of investing in classic cars

Patrice Collette
Self-improvement

Use smart time management to accomplish big life goals
Self-improvement

Why time flies ... and how to slow it down
Transportation

A better way to fly
Recreation & Entertainment

Looking for nostalgia in the digital age
Books

Why technology could be making you smarter than you think