Emerging markets in a fractured world
This a fragile moment for the global economy. The new administration in the US is sowing uncertainty across the world, upending geopolitical norms and long-established trading patterns.
Adviser-Hub 1st Apr 2025
Harnessing growth themes in emerging markets
For more than a decade, investors have been focused on a single growth theme – AI – and on a single country – the US. Emerging markets not only have exposure to the AI supply chai...
Adviser-Hub 31st Mar 2025
Emerging markets' two behemoths: China and India explored
China and India remain the dominant forces in emerging markets. They have helped change the nature of emerging market investment, shifting its geographic and sector composition. What are their pros...
Adviser-Hub 27th Mar 2025
Emerging markets in a fractured world – panel discussion video #3
In an unsettled world, how are fund managers positioning themselves for the challenges that lie ahead? How are they handling the tariff situation, for example, and are they taking any significant e...
Harnessing growth themes in emerging markets – panel discussion video #2
Emerging markets are home to many of exciting global themes, but at a fraction of the price. Taiwan, for example, holds much of the semiconductor supply chain, while China has real prowess in clean...
Adviser-Hub 26th Mar 2025
Emerging markets' two behemoths: China and India explored – panel discussion video #1
China has been a weak spot for emerging markets, but after a series of stimulus packages it is showing signs of recovery. How important is it for the fate or emerging markets more broadly? At the s...
Adviser-Hub 21st Mar 2025
Capital Group UK – New Perspective Fund
We’re excited to introduce our new Fund in Focus overview – a concise, two-page summary of a selected fund.
Capital Group 10th Mar 2025
AI fever: has it become too hot?
Against a backdrop of heightened enthusiasm for AI, Capital Group’s Chris Buchbinder, Equity Portfolio Manager, assesses the outlook for the sector.
Capital Group 6th Mar 2025
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