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Articles tagged: CAPITAL GROUP

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

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

VIDEO

Bond and equity markets focus for 2024 – panel discussion video #3

Bond and equity markets have ended the year with a bang, as investors have started to worry less about inflationary pressures, but might they have got ahead of themselves on interest rate cuts?&nbs...

Adviser-Hub 15th Jan 2024

Analysis & Opinion

Major events for the year ahead

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 15th Jan 2024

VIDEO

Challenges for the global economy in the year ahead – panel discussion video #2

A US recession has been long-anticipated, but could finally arrive in 2024. For the time being, the consensus is that it will be short-lived and shallow, but what happens if there is a more serious...

Adviser-Hub 14th Jan 2024

Analysis & Opinion

Interest rates and inflation

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 12th 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

VIDEO

Interest rates and inflation: where next? – panel discussion video #1

These two considerations have dominated financial market movements over the past 12 months. At the moment, investors are betting that the global economy will have a soft landing, but are there risk...

Adviser-Hub 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

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

VIDEO

Hub Themes | Bonds

Against a backdrop of ongoing volatility in bond markets, Hub Themes – a curated selection of articles from our sponsors – explores prospects for bonds and assesses t...

Adviser-Hub 3rd Nov 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

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

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

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

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

Analysis & Opinion

Turbulent markets: the impact of banking fragility

Turmoil in the banking sector has created significant volatility across bond markets in recent weeks. While the emergency rescue deal between Credit Suisse and UBS plus reassurances from central ba...

Adviser-Hub 6th 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

Podcast

abrdn | What does it mean to be a finance influencer?

Eddie Donmez joins abrdn’s Paul Diggle and Luke Bartholomew to talk about what it means to be a finance influencer.

abrdn 6th Apr 2023

VIDEO

The outlook for corporate bonds as the economy slows - Panel Discussion Video #3

High corporate bond yields have drawn investors to the asset class since the start of the year, but will they still have as much appeal in a climate of rising default rates and weaker growth? Our p...

Adviser-Hub 4th Apr 2023

VIDEO

Government bond markets: back to normal? - Panel Discussion Video #2

After a dramatic adjustment in 2022, it has been a more stable period for government bond markets. Is it ‘back to normal’ for government bond markets, which can now provide yield, capit...

Adviser-Hub 3rd Apr 2023

VIDEO

Turbulent markets: the impact of banking fragility - Panel Discussion Video #1

It has been a volatile period for bond markets following the collapse of Silicon Valley Bank and the turmoil in the banking sector. While few are predicting a re-run of the credit crisis, there are...

Adviser-Hub 2nd 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

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

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

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