articles from Adviser-Hub

Adviser-Hub articles

Analysis & Opinion

Economic outlook: global growth dependent on a resilient US

As inflation eases and central banks around the world cut interest rates, the outlook for the global economy remains decidedly mixed heading into the new year, says Capital Group.

Capital Group 28th Nov 2024

Partner Zone

Economic outlook: global growth dependent on a resilient US

As inflation eases and central banks around the world cut interest rates, the outlook for the global economy remains decidedly mixed heading into the new year.

Capital Group 26th Nov 2024

Partner Zone

Global investment grade thoughts from Damir Bettini

According to Capital Group’s Damir Bettini, all-in yields on global investment grade credit of between 4.5% and 5%, for an asset class that is A-minus rated on average, seem attractive.

Capital Group 26th Nov 2024

Partner Zone

What Trump’s win could mean for banks, autos and luxury goods

Given the change in US leadership, separating the winners and losers of Trumponomics 2.0 is front and centre for many investors.

Capital Group 26th Nov 2024

Partner Zone

US elections: the European impact

Trump’s mercantilism could spell instability, says Capital Group.

Capital Group 26th Nov 2024

Analysis & Opinion

US elections: the European impact

Trump’s mercantilism could spell instability, says Capital Group.

Capital Group 21st Nov 2024

Partner Zone

Quick take: impact of US election results on emerging markets

In the wake of Donald Trump’s victory in the US presidential election, Capital Group shares analysis from portfolio manager Kirstie Spence on the impact on emerging markets, focusing on expan...

Capital Group 12th Nov 2024

Partner Zone

Ahead of the Curve: what US resilience means for bond investors

Capital Group’s latest Ahead of the Curve paper examines opportunities for fixed income investors in what is likely to remain a positive environment for the asset class.

Capital Group 12th Nov 2024

Partner Zone

Trump’s victory signals major policy shifts ahead

Trump’s key policy issues, such as tax cuts, higher tariffs and immigration curbs, may come faster than expected — potentially in the early months of 2025, says Capital Group.

Capital Group 12th Nov 2024

Partner Zone

Have investors missed the rally in stocks and bonds?

As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal.

Capital Group 12th Nov 2024

Analysis & Opinion

Market view: Have investors missed the rally in stocks and bonds?

As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal, says Capital Group.

Capital Group 7th Nov 2024

Analysis & Opinion

The rise of AI and ESG

AI is touching almost every corner of the global economy – Capital Group explores the implications for ESG issues.

Capital Group 5th Nov 2024

Partner Zone

Where to invest as interest rates decline

Don’t let uncertainty get in the way of your long-term investment goals, says Capital Group – here are five opportunities to consider as the Fed pivots to interest rate cuts.

Capital Group 29th Oct 2024

Partner Zone

What to expect between Election Day and the inauguration

If past trends are any indication, 5 November could be just the beginning, says Capital Group.

Capital Group 29th Oct 2024

Partner Zone

The rise of AI and ESG

AI is touching almost every corner of the global economy – but what are the implications for ESG issues?

Capital Group 29th Oct 2024

Analysis & Opinion

Where to invest as interest rates decline

Don’t let uncertainty get in the way of your long-term investment goals, says Capital Group – here are five opportunities to consider as the Fed pivots to interest rate cuts.

Capital Group 24th Oct 2024

Partner Zone

The road ahead for equities

What direction could equity markets take from here? Will they continue on a narrow path - led by large-cap tech stocks - or is there potential for a wider range of opportunities?

Capital Group 22nd Oct 2024

Partner Zone

Four AI bottlenecks could bolster old-economy companies

Certain resource constraints could prevent AI growth rates from meeting lofty expectations, but the bottlenecks might not be where you expect, says Capital Group.

Capital Group 17th Oct 2024

Partner Zone

Taking a broader look at Asia: the ASEAN opportunity

In the wake of China and India’s dominance, smaller ASEAN countries have slipped under the investment radar and valuations in select companies look increasingly attractive.

Capital Group 15th Oct 2024

Partner Zone

Impact of US elections on emerging market currencies

Capital Group’s Jens Søndergaard examines what the outcome of the US election could mean for EM currencies through the impact on tariffs, sanctions, US fiscal policy, unorthodox econom...

Capital Group 15th Oct 2024

Partner Zone

Quicker and more aggressive easing now expected from European Central Bank

With risks to growth building, Capital Group expects the ECB to bring forward cuts in its policy rate, meaning the easing cycle will likely be quicker and more aggressive than previously thought.&n...

Capital Group 15th Oct 2024

Partner Zone

Welcome to the Benjamin Button economy

In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.

Capital Group 14th Oct 2024

VIDEO

Capital Group | John Emerson on the US election run in

Geopolitical analyst and vice chair of Capital Group John Emerson shares his insights on the upcoming US Presidential election. He discusses key factors to watch, the potential outcomes, and how in...

Capital Group 4th Oct 2024

VIDEO

Capital Group | Fed insights webinar: Post-meeting analysis and market impact

Fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader fixed income...

Capital Group 4th Oct 2024

Analysis & Opinion

Welcome to the Benjamin Button economy

In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.

Capital Group 3rd Oct 2024

Partner Zone

John Emerson on the US election run

John Emerson, geopolitical analyst and vice chair of Capital Group, shares his insights on the upcoming US Presidential election, including key factors to watch, potential outcomes, and how investo...

Capital Group 2nd Oct 2024

Partner Zone

Fed insights webinar: post-meeting analysis and market impact

Capital Group fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader...

Capital Group 2nd Oct 2024

Partner Zone

Has stock market concentration reached a tipping point?

Capital Group believes that hyperconcentration in the US stock market may be nearing a peak.

Capital Group 2nd Oct 2024

Partner Zone

A confluence of change: how to thrive on generational shifts in the global economy

Following events that began to unfold in 2022, Capital Group believes we are now in a market cycle marked by structurally higher interest rates, more volatile inflation, and elevated geopolitical t...

Capital Group 2nd Oct 2024

Partner Zone

Fixed income markets: when the stars align

Bonds now offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle, says Capital Group.

Capital Group 17th Sep 2024

Partner Zone

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, pivots in monetary policy have significantly impacted market returns and, as such, Capital Group believes they warrant a rethink of investors’ defensive allocations.

Capital Group 17th Sep 2024

Partner Zone

US economy poised for a soft landing. What comes next?

A great deal of market commentary over the past several months has focused on the potential for the US economy to achieve a “soft landing.” What exactly is that?

Capital Group 17th Sep 2024

Analysis & Opinion

How to invest with confidence in a US election year

Capital Group addresses some top adviser questions about investing in a US election year.

Capital Group 13th Sep 2024

Analysis & Opinion

Decarbonising data centres

Capital Group explores three key areas that could play a role in the decarbonisation of data centres.

Capital Group 10th Sep 2024

Analysis & Opinion

How to invest with confidence in a US election year

There are lots of reasons why an investor might want to use their portfolio to generate an income. Perhaps they want to fund their retirement, or to supplement their day-to-day living expenses, or...

Capital Group 9th Sep 2024

Analysis & Opinion

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, pivots in monetary policy have significantly impacted market returns and, as such, Capital Group believes they warrant a rethink of investors’ defensive allocations.

Capital Group 5th Sep 2024

Analysis & Opinion

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, drawing on his experiences of the 1990s te...

Capital Group 4th Sep 2024

Partner Zone

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, drawing on his experiences of the 1990s te...

Capital Group 4th Sep 2024

Partner Zone

Three investment ideas from second-quarter earnings

Capital Group explores three investment ideas from the latest round of earnings reports.

Capital Group 4th Sep 2024

Partner Zone

Thinking beyond the landing

Although our base case remains for a soft landing, it is important to keep an open mind, given the extraordinary events of the past few years, says Capital Group.

Capital Group 3rd Sep 2024

Partner Zone

US election watch: a November to remember

This November is shaping up to be one to remember. Watch veteran political commentators Matt Miller and Reagan Anderson debate how the revised race is developing, and the lessons investors can lear...

Capital Group 8th Aug 2024

Partner Zone

What’s your investment edge?

An excerpt from equity portfolio manager Mark Casey’s unscripted discussion with Capital Group’s CEO Mike Gitlin about his investment approach and lessons learned over a long career in...

Capital Group 8th Aug 2024

Partner Zone

Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 8th Aug 2024

Analysis & Opinion

Market view: Five views on tumbling markets

Five views from Capital Group investment professionals assessing the latest fast-changing market developments.

Capital Group 8th Aug 2024

Partner Zone

The future of global equities

Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.

Capital Group 6th Aug 2024

Analysis & Opinion

Market view: The future of global equities

Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.

Capital Group 1st Aug 2024

Analysis & Opinion

Market view: Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 25th Jul 2024

Partner Zone

AI fever: has it gotten too hot?

Investor enthusiasm for artificial intelligence has gripped the financial markets and shows no signs of loosening its hold.

Capital Group 24th Jul 2024

Partner Zone

Following key elections, where is Europe headed?

Capital Group political economist Talha Khan shares his views on the political shifts taking place across Europe and also discusses the upcoming US Presidential election and its potential impact on...

Capital Group 24th Jul 2024

Partner Zone

Emerging markets equities: what does the future hold?

Join portfolio managers Brad Freer and Arthur Caye as they discuss evolving dynamics in emerging market equities, and how investors should think about allocation to the asset class.

Capital Group 24th Jul 2024

Partner Zone

Can China continue its EV dominance?

Capital Group investment analyst Jason Zhang discusses the key characteristics that make China so dominant in the EV space and whether the country can maintain its leading position in the face of g...

Capital Group 24th Jul 2024

Partner Zone

Fixed Income Perspectives: macro and market insights

Capital Group’s perspective on how shifting expectations for rate cuts may impact bond yields, plus where to find relative value among bond sectors.

Capital Group 18th Jul 2024

Podcast

Midyear Outlook 2024: the new reality of investing

As investors, we must face up to a new reality of investing and consider fresh scenarios. What does this mean for the market outlook?

Capital Group 25th Jun 2024

Partner Zone

Why credit markets can keep running strong

Capital Group portfolio manager Damien McCann explains why he expects resilience to continue, and discusses the opportunities he sees in multi-sector credit portfolios.

Capital Group 25th Jun 2024

Partner Zone

EMD Insights with Kirstie Spence

Capital Group CEO Mike Gitlin interviews EMD veteran Kirstie Spence, who explains how this asset class has evolved, and why she travels the world searching for investment opportunities.

Capital Group 25th Jun 2024

Partner Zone

Three themes for a broadening market

After a strong rally in the first half of the year, stocks appear to be headed into the second half with a powerful tailwind and an even brighter outlook.

Capital Group 25th Jun 2024

Partner Zone

Quick take: India’s general elections

India’s incumbent Prime Minister Narendra Modi secured a third term, but the race was tighter than expected, creating some uncertainty about the country...

Capital Group 14th Jun 2024

Partner Zone

Economic outlook: US powers global growth

The United States, flexing its muscles as the world’s largest economy, is once again serving the critical role of global growth engine.

Capital Group 14th Jun 2024

Partner Zone

Three investment ideas from earnings season

As long-term investors, Capital Group looks far beyond quarterly earnings, but also pays close attention because they can reflect underlying trends.

Capital Group 29th May 2024

Partner Zone

Meta shifts the narrative on dividends in the world of Big Tech

Meta’s dividend initiation this year appears to have changed the payout paradigm for Big Tech companies.

Capital Group 29th May 2024

Analysis & Opinion

Investment grade credit – focus on the idiosyncratic

Tightening credit spreads over recent months mean many of the opportunities within investment grade are increasingly company specific.

Capital Group 29th May 2024

Analysis & Opinion

5 key topics for investors to have on their ESG radar

Capital Group examines five of the most important developments on the horizon: supply chains, AI, energy transition, sovereigns (government issuers of bonds) and biodiversity.

Capital Group 21st May 2024

Partner Zone

The health care breakthrough that’s not an obesity drug

“Whether it’s biotechnology or medical devices, there has always been an important moment that has changed how investors view a new technology or therapy,” says Capital Group&rsqu...

Capital Group 14th May 2024

Analysis & Opinion

Capital Group’s ESG framework builds on 90 years of research legacy

Capital Group’s commitment to ESG is demonstrated by its integration into their investment approach: The Capital SystemTM.

Capital Group 10th May 2024

Analysis & Opinion

What if the Fed doesn’t cut interest rates this year?

Capital Group’s Darrell Spence sees three solid reasons to keep the federal funds rate right where it is throughout 2024.

Capital Group 2nd May 2024

Partner Zone

What if the Fed doesn’t cut interest rates this year?

Capital Group’s Darrell Spence, Economist, sees three solid reasons to keep the federal funds rate right where it is throughout 2024.

Capital Group 30th Apr 2024

Partner Zone

Can Europe’s largest economy adapt to a shifting global landscape?

Despite intensifying concerns around deindustrialisation, German manufacturing is quickly adapting to the new economic paradigm.

Capital Group 30th Apr 2024

Partner Zone

Separating AI hype from investment opportunity

Capital Group explores whether generative AI has launched a lasting megatrend, or whether its potential been greatly exaggerated.

Capital Group 30th Apr 2024

Partner Zone

Fundamental research edge: bottom-up opportunities in IG credit

The current high level of yield available in investment grade corporate bonds provides an unprecedented opportunity to lock in attractive income and returns for years to come.

Capital Group 30th Apr 2024

Partner Zone

The Long View: four megatrends to watch

Capital Group’s portfolio managers and analysts are scouring the world for enduring trends that have the potential to transcend individual sectors and impact the broader investing landscape f...

Capital Group 30th Apr 2024

Analysis & Opinion

Quantitative tightening: where does it go from here?

Based on recent statements from Fed governors, the most realistic scenario appears to be that the central bank will begin tapering the QT programme in June.

Capital Group 12th Apr 2024

Partner Zone

US election check-in: what to watch in the coming months

Capital Group’s veteran politics watcher John Emerson discusses how the picture is taking shape ahead of the US elections in November, and casts an eye over other polling activity around the...

Capital Group 12th Apr 2024

Analysis & Opinion

The Long View: four megatrends to watch

Capital Group’s portfolio managers and analysts are scouring the world for e.nduring trends that have the potential to transcend individual sectors and impact the broader investing landscape...

Capital Group 11th Apr 2024

Partner Zone

Feast of opportunities: six future food trends

Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-constrained world. Innovation and disruption are already happening...

Capital Group 28th Mar 2024

Partner Zone

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, these pivots in monetary policy have significantly impacted market returns and, as such, warrant a rethink of investors’ defensive allocations.

Capital Group 28th Mar 2024

Partner Zone

How population decline could upend the global economy

Demographic changes have major implications, says Capital Group’s Jarez Franz.

Capital Group 28th Mar 2024

Partner Zone

Three mistakes investors make during election years

Politics can bring out strong emotions and biases, but investors would be wise to put these aside when making investment decisions, warns Capital Group.

Capital Group 13th Mar 2024

Partner Zone

Friendshoring brings industrial-sized investment opportunity

Capital Group explores friendshoring – a deliberate policy decision to encourage trade with friendly neighbours at a time when geopolitical tensions are increasing around the world.

Capital Group 13th Mar 2024

Partner Zone

Is technology man’s best medicine?

Capital Group’s Matt Reynolds outlines some of the key investment opportunities that are being unlocked by technological breakthroughs across a patient’s journey.

Capital Group 13th Mar 2024

Partner Zone

Small-cap stocks: seven opportunities to watch in 2024

As the Fed appears to be pivoting to a more dovish stance, potentially leading to an easing of financial conditions, the outlook for small cap stocks is brightening.

Capital Group 13th Mar 2024

Partner Zone

Small-cap stocks: seven opportunities to watch in 2024

As the Federal Reserve (Fed) appears to be pivoting to a more dovish stance, potentially leading to an easing of financial conditions, the outlook for small cap stocks is brightening.

Capital Group 28th Feb 2024

Partner Zone

Weather watch: four sectors feeling the force of nature

With flooding, storms and extreme heat becoming more frequent and severe, the weather looks poised to play an even more prominent role among investment considerations.

Capital Group 28th Feb 2024

Partner Zone

What’s right with the world?

A daily diet of negative news can make the most experienced investors lose conviction in their long-term investment plans – but here are five reasons why Capital Group is confident abou...

Capital Group 28th Feb 2024

Partner Zone

Can the banks deliver for investors in 2024?

Capital Group’s fixed income analysts outline what the changing macroeconomic environment might mean for banks, as well as the key opportunities and risks facing the sector.

Capital Group 14th Feb 2024

Analysis & Opinion

What’s in store for 2024

Capital Group’s Rob Lovelace offers his view on where markets are headed, the rise of the Magnificent Seven, the interest rate environment, and select investment themes driving his portfolio...

Capital Group 1st Feb 2024

Partner Zone

Rob Lovelace on what’s in store for 2024

Portfolio manager Rob Lovelace offers his view on where markets are headed, the rise of the Magnificent Seven, the interest rate environment, and select investment themes driving his portfolio deci...

Capital Group 30th Jan 2024

Partner Zone

Fixed Income Perspectives

Quarterly macro and market insights from Capital Group’s fixed income team.

Capital Group 30th Jan 2024

Partner Zone

A dovish Fed could unlock opportunity …

… some caution is warranted, says Capital Group.

Capital Group 30th Jan 2024

Partner Zone

Now may be the time for core bonds: five themes for 2024

With inflation falling and the Fed signalling an end to its historic tightening cycle, the landscape for bond investors is beginning to look much clearer.

Capital Group 30th Jan 2024

Partner Zone

Decoding the AI opportunity

As AI continues to proliferate, Capital Group has produced a framework to clarify the opportunities.

Capital Group 30th Jan 2024

Analysis & Opinion

5 keys to investing in 2024

History has shown that the economy and markets seem to always find ways to surprise investors. Nevertheless, whatever is in store for investors in the year ahead, Capital Group has identified five...

Capital Group 25th Jan 2024

Partner Zone

5 keys to investing in 2024

Whatever is in store for investors in the year ahead, Capital Group has five keys to keeping long-term plans on track in 2024.

Capital Group 23rd Jan 2024

Partner Zone

Tomorrow’s innovation, today’s opportunities

Innovation remains a critical driver for success today.

Capital Group 23rd Jan 2024

Partner Zone

The US avoided recession last year

What comes next?

Capital Group 23rd Jan 2024

Analysis & Opinion

Back to the future: lessons from the past, insights for tomorrow

Whether it’s the rapid expansion of disruptive technologies or shifts in strategic relationships, change provides a wealth of investment opportunities, says Capital Group.

Capital Group 10th Jan 2024

Partner Zone

Back to the future: lessons from past, insights for tomorrow

Whether it’s the rapid expansion of disruptive technologies or shifts in strategic relationships, change provides a wealth of investment opportunities.

Capital Group 5th Jan 2024

Partner Zone

EMD outlook for 2024: Higher for longer US rates in a bifurcated EM universe

Capital Group outlines the global backdrop that emerging markets (EMs) can expect in 2024.

Capital Group 5th Jan 2024

Partner Zone

Outlook 2024

Prepare for changes in the investing climate, says Capital Group.

Capital Group 5th Jan 2024

Partner Zone

Stock market outlook

Time for diversification – a strong corporate earnings rebound could be the tailwind that drives stock prices in 2024.

Capital Group 15th Dec 2023

Partner Zone

Economic outlook

A mixed picture for global growth in 2024.

Capital Group 15th Dec 2023

Partner Zone

Three reasons why we prefer investment grade credit to US Treasuries

Flavio Carpenzano, Investment Director, explains why Capital Group thinks IG credit provides the better opportunity.

Capital Group 15th Dec 2023

Analysis & Opinion

A mixed picture for global growth in 2024

Under the weight of elevated inflation and high interest rates, the world’s major economies are diverging, says Capital Group.

Capital Group 8th Dec 2023

Partner Zone

Electric vehicles in the fast lane

Will European consumers be interested in buying Chinese EVs, and will China’s automakers slash prices to grab market share?

Capital Group 30th Nov 2023

Partner Zone

The new normal for equities in 2024

Capital Group’s analysis shows that investors would be well served by diversifying into stocks once interest rates peak.

Capital Group 30th Nov 2023

Partner Zone

How to use bonds to seek balance as Fed hikes wind down

The time-honoured relationship between stocks and bonds has broken down over recent years, but there are encouraging signs of its eventual return.

Capital Group 30th Nov 2023

Partner Zone

The changing face of trade: idea-driven companies come to the fore

The knowledge economy, or digital trade, is gaining momentum, and this is giving rise to a new breed of idea-driven global giants.

Capital Group 15th Nov 2023

Partner Zone

How to think about bonds in this new world

Capital Group shares why they believe in the value of fixed income in portfolios, and how bonds should be viewed in this different world.

Capital Group 15th Nov 2023

Partner Zone

Whatever happened to the recession – and does it matter for bonds?

Capital Group’s analysis points to one clear implication: the importance of investing in fixed income despite ongoing uncertainty.

Capital Group 15th Nov 2023

Partner Zone

Fed’s 2% inflation target could be delivered

Fed’s 2% inflation target could be delivered early, says Capital Group economist Jared Franz.

Capital Group 8th Nov 2023

Partner Zone

Fixed Income Perspectives Q4 2023

Fixed Income Perspectives Q4 2023: quarterly macro and market insights from Capital Group’s fixed income team.

Capital Group 8th Nov 2023

Partner Zone

Focus on finding idiosyncratic company and sector opportunities

Focus on finding idiosyncratic company and sector opportunities against an uncertain backdrop.

Capital Group 8th Nov 2023

Podcast

Attractive opportunity to add duration in non-USD rates

An appealing entry point for global rates exposure, given uncertainties around the global macroeconomic backdrop.

Capital Group 8th Nov 2023

Partner Zone

How ESG monitoring can enhance sovereign bond investing

Considering material ESG risks and opportunities helps shape Capital Group’s research and analysis of sovereign issuers.

Capital Group 8th Nov 2023

Analysis & Opinion

How are style and inflation risks influencing ESG investors?

Soaring inflation and sharp shifts in equity market leadership have taken their toll – how are these market events playing out in the ESG arena?

Capital Group 26th Oct 2023

Analysis & Opinion

How ESG monitoring can enhance sovereign bond investing

Considering material ESG risks and opportunities helps shape Capital Group’s research and analysis of sovereign issuers – especially in emerging markets.

Capital Group 26th Oct 2023

Partner Zone

How are style and inflation risks influencing ESG investors?

Soaring inflation and sharp shifts in equity market leadership have taken their toll – how are these market events playing out in the ESG arena?

Capital Group 20th Oct 2023

Partner Zone

Q3 roundup

Stocks and bonds stumble on rising rates.

Capital Group 20th Oct 2023

Partner Zone

US government debt

We need to talk.

Capital Group 20th Oct 2023

Partner Zone

Where next for equity valuations? The AI effect

Distinct valuation ‘eras’ can be seen in stock markets across the decades, typically driven by broader macro trends.

Capital Group 20th Oct 2023

Partner Zone

A sector for all seasons

A sector for all seasons: global investment grade corporate bonds should once again offer relative stability and diversification to risk assets.

Capital Group 3rd Oct 2023

Partner Zone

As the Fed pauses, what’s next for inflation and rates?

The most important question for investors is not how high will rates go, but how long will high interest rates last?

Capital Group 3rd Oct 2023

Partner Zone

Japan

Will reforms further unlock stock valuations?

Capital Group 22nd Sep 2023

Partner Zone

As rate hikes near end, historic investor opportunity may begin

Mike Gitlin, Incoming President & CEO believes we’re on the cusp of a major transition.

Capital Group 22nd Sep 2023

Partner Zone

Guide to recessions

Nine things you need to know.

Capital Group 22nd Sep 2023

Partner Zone

Unlock income opportunities across key credit sectors

With starting yields at levels between 5.5% and 8.5%, the stage is set for positive total returns over the longer term.

Capital Group 22nd Sep 2023

Partner Zone

Helping complete the research ‘puzzle

ESG integration has become a valuable aspect of investment idea generation, research and analysis.

Capital Group 22nd Sep 2023

Analysis & Opinion

Helping complete the research ‘puzzle’ with ESG integration

ESG Integration has become a valuable aspect of investment idea generation, research and analysis, alongside supporting engagement with issuers of equities and bonds, says Capital Group’s Jay...

Capital Group 14th Sep 2023

Partner Zone

Four high-income seeking investment strategies for a high-rate world

FIxed income portfolio managers Damien McCann and David Daigle offer their thoughts on compelling investment opportunities as the economy and the Fed near a pivotal phase.

Capital Group 7th Sep 2023

Partner Zone

Is now the time to exit cash and move back into bonds?

Capital Group’s Haran Karunakaran explores whether we are at an inflection point where it makes sense to shift back into fixed income.

Capital Group 7th Sep 2023

Partner Zone

Risks of bad breadth

Just seven companies have kept the S&P 500 Index afloat this year, and this “bad breadth” is challenging the industry in a way that hasn’t been seen in roughly 40 years, says...

Capital Group 7th Sep 2023

Analysis & Opinion

Five investing mistakes to avoid

Investing is a business of assessing risk and seeking reward – mistakes are inevitable. Five veteran Capital Group portfolio managers share their investing mistakes and the subsequent lessons...

Capital Group 24th Aug 2023

Partner Zone

Five investing mistakes to avoid

Investing is a business of assessing risk and seeking reward – mistakes are inevitable. Five veteran Capital Group portfolio managers share their investing mistakes and the subsequent lessons...

Capital Group 23rd Aug 2023

Partner Zone

Four lessons from 50 years of bond investing

Four of Capital Group’s most tenured fixed income portfolio managers — two retired and two current —provide insights and lessons learned over their long careers.

Capital Group 23rd Aug 2023

Partner Zone

UK equities: value opportunity or value trap?

Could falling inflation and a global soft landing over the coming months trigger a recovery in UK equities?

Capital Group 23rd Aug 2023

Analysis & Opinion

Four lessons from 50 years of bond investing

Four of Capital Group’s most tenured fixed income portfolio managers — two retired and two current —provide insights and lessons learned over their long careers.

Capital Group 18th Aug 2023

Partner Zone

US economy hit by rolling recession

What happened to the widely predicted recession that was supposed to wreak havoc on the US economy this year? It happened, says Capital Group – just not all at once.

Capital Group 17th Aug 2023

Analysis & Opinion

AI and the new tech megacycle

Many technology stocks have soared since ChatGPT captured the public's imagination earlier this year. Capital Group believes this is the start of the next...

Capital Group 17th Aug 2023

Partner Zone

Kirstie Spence: three exciting things about EMD

Capital Group’s Kirstie Spence, fixed income portfolio manager, shares her outlook for emerging market debt and outlines the three things currently exciting her about the asset class.

Capital Group 17th Aug 2023

Partner Zone

Japan outlook: the road to sustainable wage growth

Capital Group’s Anne Vandenabeele, Economist, assesses the outlook for Japan.

Capital Group 1st Aug 2023

Partner Zone

EM rate cuts on the horizon

As emerging market (EM) headline inflation trends down, we can expect a more visible slowing of core inflation in the second half of 2023, says Capital Group’s Peter Becker.

Capital Group 1st Aug 2023

Partner Zone

Navigating Uncertainty 2.0 – are bonds in the sweet spot?

Since the start of the year, the potential long term investment opportunity for fixed income has increased. Capital Group’s Peter Becker and Flavio Carpenzano tell us more.

Capital Group 30th Jun 2023

Partner Zone

Why R-star may rise, and its implications for rates and policy

R-star is the real interest rate that is neither expansionary nor contractionary when the economy is at full employment, says Capital Group’s Jared Franz.

Capital Group 30th Jun 2023

Partner Zone

2023 Midyear Outlook report

Capital Group’s portfolio managers and economists discuss the prospects for equities, bonds and economies in this new reality.

Capital Group 30th Jun 2023

Partner Zone

Bond outlook: Fed pause leaves many paths to income potential

After a rough 2022, fixed income is back to fulfilling its role as a source of stability and diversification.

Capital Group 30th Jun 2023

Partner Zone

Retirement income drawdown: building a framework for success

Drawdown is becoming a more important part of the retirement investment journey, says Capital Group’s Philip May, Director of Retirement Income Solutions.

Capital Group 30th Jun 2023

Analysis & Opinion

Opportunities in US high-yield credit

Capital Group’s Shannon Ward, fixed income portfolio manager, discusses numerous factors she believes are creating a compelling opportunity in US high-yield bonds.

Capital Group 30th Jun 2023

Partner Zone

Can a weakening US dollar catalyse an emerging market decade?

Capital Group’s Natalya Zeman explores whether the dollar’s recent decline signals the end of its decade-long bull run, creating a positive backdrop for emerging market equities.

Capital Group 15th Jun 2023

Partner Zone

Commercial real estate: the next shoe to drop for the banking sector?

With lending standards growing tighter, investors are getting increasingly nervous about problematic properties lurking on bank balance sheets.

Capital Group 15th Jun 2023

Partner Zone

Mild recession, strong recovery

The global economy has managed to avoid a recession in recent months – but that’s likely to change in the second half of the year, says Capital Group economist Jared Franz.

Capital Group 15th Jun 2023

Partner Zone

Stock market outlook: Broader opportunities emerge

Even as the global economic outlook weakens, powerful tailwinds are forming behind certain areas of the equity markets that previously spent many years in the wilderness. Capital Group tells...

Capital Group 15th Jun 2023

Partner Zone

Big Tech turnaround: can it continue?

Many of the names that led the last great bull market — Alphabet, Apple, Microsoft, Meta and Nvidia— are leading a nascent recovery. Capital Group explores the factors driving the rally...

Capital Group 31st May 2023

Analysis & Opinion

Beyond the headlines: five ESG investment perspectives

Capital Group’s ESG specialists and investment analysts share their views on five ESG issues influencing their thinking.

Capital Group 24th May 2023

Partner Zone

What will you do with extra cash as the Fed changes course?

This year is already shaping up to be favourable for fixed income returns, say portfolio managers Vince Gonzales and John Queen.

Capital Group 18th May 2023

Partner Zone

Outlook for credit sectors

Portfolio manager Damien McCann explains where he sees value across four primary credit sectors.

Capital Group 17th May 2023

Partner Zone

The case for a higher-inflation regime

Capital Group economist Robert Lind believes financial markets could be underestimating a potential shift to a higher-inflation regime.

Capital Group 16th May 2023

Partner Zone

Why the next economic recovery may be stronger than expected

Three questions have weighed on investors’ minds for months: will there be a recession? How bad will it be? And what comes next?

Capital Group 4th May 2023

Partner Zone

Debt ceiling showdown: should investors worry?

Capital Group assesses the issue, which could come to a head this summer as the US Treasury starts running out of money to pay its bills.

Capital Group 4th May 2023

Partner Zone

Global Corporates

Increased dispersion in credit spreads brings opportunities for active managers, says Capital Group.

Capital Group 4th May 2023

Partner Zone

Macro insights: Recession risk heightened as hints of economic slowing emerge

Tightening monetary conditions are starting to bite and investors are beginning to price in a more challenging growth environment.

Capital Group 4th May 2023

Partner Zone

Markets rally despite bank scare

Capital Group’s Q1 roundup.

Capital Group 20th Apr 2023

Partner Zone

Has artificial intelligence reached a commercial tipping point?

Capital Group portfolio managers and analysts examine recent breakthroughs in the AI space and whether the sector may be nearing a commercial tipping point.

Capital Group 20th Apr 2023

Partner Zone

What the ‘next normal’ means for fixed income: reimagining core bonds

Capital Group’s Keiyo Hanamura, Investment Director, explores whether we are really returning to the pre-Covid era.

Capital Group 20th Apr 2023

Partner Zone

What the SVB collapse means for investors

For more than a year, investors have wondered what might prompt the Fed to alter its aggressive rate-hiking path. The collapse of SVB Financial may have provided the answer.

Capital Group 6th Apr 2023

Partner Zone

Sustainable dividends: the pursuit of quality and prudence

With the fight against inflation still under way amid the banking turmoil, dividend-income investment opportunities could grow in importance and play a significant role in total return.

Capital Group 6th Apr 2023

Partner Zone

How vulnerable is EM debt to volatility spillovers?

The three major factors driving EM debt – US financial conditions, the dollar and global growth – look likely to have been changed by the shock to the banking sector.

Capital Group 6th Apr 2023

Analysis & Opinion

Sustainable dividends: the pursuit of quality and prudence

Aline Avzaradel, portfolio manager of the Capital Group Capital Income Builder strategy, explains her focus towards dividend sustainability and the need to avoid dividend cutters, which can undermi...

Capital Group 31st Mar 2023

Partner Zone

Asian banks: end of Fed hiking could be key

As the fallout from the collapse of Silicon Valley Bank ripples across the world, markets continue to consider potential contagion effects on the global banking sector and beyond.

Capital Group 22nd Mar 2023

Partner Zone

China reopening should benefit parts of EM Asia

Spillovers from China’s reopening will be mostly positive and the main channels are through tourism, goods imports and commodity prices.

Capital Group 22nd Mar 2023

Partner Zone

10 investment themes for 2023

Capital Group shares 10 long-term themes that their investment team is focusing on right now. As these ideas illustrate, even during periods of uncertainty, it can be an exciting time to be an inve...

Capital Group 22nd Mar 2023

Partner Zone

Investment grade outlook: security selection may be key to managing uncertainty

Despite the market’s conviction, the macro-economic outlook remains uncertain and security selection will be crucial to capture opportunities.

Capital Group 22nd Mar 2023

Analysis & Opinion

Why diversify your portfolio?

Most investors will broadly understand the benefits of combining assets with different attributes to reduce risk – but diversification can also be a key part of generating a consistent high i...

Capital Group 16th Mar 2023

Partner Zone

Multinational companies can thrive in tough times

Given the turbulence, aren’t multinational companies the most vulnerable of all? Jody Jonsson, Equity Portfolio Manager, believes the opposite is true.

Capital Group 9th Mar 2023

Partner Zone

Three views on the future of growth investing

Growth stocks took a beating in 2022, no question about that. The crucial question for growth-oriented investors today is: where do we go from here?

Capital Group 9th Mar 2023

Partner Zone

Five trends driving energy markets in 2023

Is there more fuel in the tank for energy stocks?

Capital Group 9th Mar 2023

Analysis & Opinion

Our ESG framework builds on 90 years of research legacy

Capital Group’s founder, Jonathan Bell Lovelace, was a pioneering investor in the days of the Great Depression. Almost a century later, his innovative emphasis on fundamental research continu...

Capital Group 2nd Mar 2023

Partner Zone

Are 60-40 portfolios set for a comeback?

Questions are being asked about this traditional investment approach following a dismal 2022, but investors should not overlook their long-term credentials because of a single bad year.

Capital Group 22nd Feb 2023

Partner Zone

Five perspectives on ESG in bond investing

Five of Capital Group’s fixed income investment professionals share their experiences of considering and discussing material ESG matters with issuers.

Capital Group 22nd Feb 2023

Partner Zone

Reshoring supply chains: what does it mean for investors?

Many companies are taking big steps to diversify their supply chains, focusing on reliability and robustness over cost and efficiency.

Capital Group 22nd Feb 2023

Partner Zone

UK retirement income: are consumers overconfident?

Capital Group’s Director of Retirement Income Solutions Philip May outlines key findings from a specially commissioned study by leading financial research specialist NMG.

Capital Group 21st Feb 2023

Partner Zone

A framework for navigating uncertainty

Analysis shows that bonds already price in most of the downside risk and are expected to deliver favourable outcomes across a number of scenarios.

Capital Group 8th Feb 2023

Partner Zone

China: What could drive its markets in 2023

As nearly three years of lockdowns come to an end in China, will 2023 be a turning point for equity investors?

Capital Group 8th Feb 2023

Partner Zone

EMs with stronger fundamentals should see inflows

Global ownership of EM bonds stands at its lowest point in close to a decade – but EMs with stronger fundamentals should see inflows.

Capital Group 8th Feb 2023

VIDEO

Capital Group | Time to rethink fixed income

Capital Group’s Global High Income Opportunities strategy has a multi-decade track record of delivering consistent income in different market conditions. Now available through an open-ended i...

Capital Group 26th Jan 2023

Partner Zone

Japan: forging economic resilience amid global headwinds

Capital Group’s economist Anne Vandenabeele shares her view on the outlook for Japan, potential benefits from the reordering of supply chains, and opportunities in the years ahead.

Capital Group 25th Jan 2023

Partner Zone

Four trends could power an industrial renaissance

Equity investment analyst Gigi Pardasani, equity portfolio manager Andrew Suzman and equity analyst Dominic Phillips share their perspective on the potential for a coming industrial renaissance.

Capital Group 25th Jan 2023

Partner Zone

World markets review - Fourth quarter 2022

Capital Group’s review of world markets in the final quarter of 2022.

Capital Group 25th Jan 2023

Partner Zone

The economy in 2023: where Capital Group differs from market

Four contrarian scenarios in which Capital Group’s economists think current market consensus, as reflected in asset prices, may not be the most probable outcome.

Capital Group 25th Jan 2023

Partner Zone

U.S. markets outlook for 2023

Capital Group economist Jared Franz expects the U.S. economy to contract by about 2% in 2023. That would be worse than the tech and telecom bubble of the early 2000s, but not nearly as bad as the 2...

Capital Group 9th Jan 2023

Partner Zone

Upcoming webinars

View all our on-demand and upcoming webinars.

Capital Group 13th Dec 2022

Partner Zone

Funds

Discover key funds that aim at today's market opportunities.

Capital Group 13th Dec 2022

Partner Zone

2023 Outlook: European energy demand picture could spell milder recession

The market pivot away from growth stocks over the past year has brought the dividend component of total stock returns back into focus.

Capital Group 12th Dec 2022

Categories

Market Updates 1086

Analysis & Opinion 961

Business Toolkit 252

Marketing Toolkit 15

Events 0

Podcast 239

Partner Zone 1373

Archives

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

Authors

AXA Investment Managers 2

Adviser-Hub 1489

BNY Mellon Investment Management 81

Baillie Gifford 352

Capital Group 176

FSSA Investment Managers 10

Fidelity Adviser Solutions 133

Fidelity International 446

Jupiter Asset Management 1

M&G Investments 1

Misc 84

Ninety One 271

Premier Miton Investors 220

Schroders 358

Square Mile Research 31

Various 10

abrdn Investments 215

Tags

UPCOMING EVENTS