Tariffs, trade wars and the implications for investors
Visit Capital Group’s tariffs hub to find consolidated insights and resources to help investors handle tariff turbulence and stay focused on their long-term goals.
Capital Group 17th Apr 2025
Fidelity Answers: how should investors respond to a changing America?
An opportunity for the euro? Time to buy gold? The opportunities and risks of a period of profound volatility in markets dominate the latest Fidelity Answers podcast.
Fidelity International 15th Apr 2025
Quick take on Trump’s tariff pause
Even if Trump negotiates deals to mitigate the effects of tariffs relatively soon, Capital Group believes we should consider a scenario where he continues to disregard historical norms in policy de...
Capital Group 14th Apr 2025
What do tariffs mean for emerging market debt?
Capital Group’s Kirstie Spence assesses how EMs will be impacted by the tariffs.
Trump tariffs roil markets. What’s next?
The sharp market selloff serves as an effective reminder that it is always a good idea to maintain a balanced portfolio with an eye toward downside protection, says Capital Group.
Capital Group | How the COVID pandemic may continue to shape society and investments
Capital Group Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real esta...
Capital Group | Long-term investing: the value of thinking differently
Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide.
Capital Group | Emerging markets investing: four decades of wisdom
Capital Group’s Mike Gitlin interviews pioneering emerging markets investor Victor Kohn – who helped manage the world's first emerging markets equity fund launched in 1986 – a...
Aberdeen Investments | Mission to Mumbai: on-the-ground investment insights
In the latest episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson talks with Investment Director Catriona Macnair about her recent trip to India.
Aberdeen Investments 14th Apr 2025
Emerging markets today: from macro beta to micro alpha
Emerging markets are gaining investor confidence, driven by tech innovation, India’s rise, and China’s evolving private sector. With US growth uncertainty and attractive valuations, EM...
Ninety One 11th Apr 2025
Hidden GEMS: blurred lines – the EM’ification of DM
Ninety One’s Peter Kent, Co-Head of Fixed Income, argues that a shift in volatility in developed markets means asset allocators face a new reality.
EM corporate debt: a compelling and complementary asset class
EM corporate debt can bring distinct benefits to portfolios, making it a valuable addition to US high-yield credit allocations. Ninety One explains.
Why allocate to natural resources equities from a US equity allocation
With inflation proving sticky, and the long-term outlook for commodities supported by resource underinvestment and electrification, Ninety One believes the case for natural resources equities is st...
Quality Income for volatile times
Against a backdrop of increased uncertainty and volatility, investors may benefit from strategies that focus on quality and income factors that have the ability to produce steady and robust returns...
Fidelity International 11th Apr 2025
Rise to the challenge: income in 2025
Do you want income from your capital? How much do you want and what are you prepared to sacrifice for it?
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