Markets & Economy

Election

Trump’s victory signals major policy shifts ahead

November 7, 2024
Utilities

Three reasons utilities could be the next growth sector

August 1, 2024
Fixed Income

Mixed results in emerging market debt with central banks less accommodative

July 18, 2024
World Markets Review

Stocks rally on AI enthusiasm: Q2 roundup

July 11, 2024
Election

Following key elections, where is Europe headed?

July 10, 2024
Long-Term Investing

Midyear Outlook 2024: the new reality of investing

June 19, 2024
Interest Rates

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

April 26, 2024

Darrell Spence
Election

The year of EM elections

March 21, 2024

Talha Khan
Emerging Markets

Friendshoring brings industrial-sized investment opportunity

March 1, 2024
Health Care

Is technology man’s best medicine?

February 22, 2024

Matt Reynolds
Election

Four things to watch ahead of the US elections

February 9, 2024
World Markets Review

Markets rally on rate cut expectations: Q4 roundup

January 10, 2024
Equity

Tomorrow’s innovation, today’s opportunities

January 7, 2024
Markets & Economy

The US avoided recession last year. What comes next?

January 5, 2024
Fixed Income

Three reasons why we prefer investment grade credit to US Treasuries

November 30, 2023

Flavio Carpenzano
Fixed Income

Fixed Income Perspectives Q4 2023

October 19, 2023
Fixed Income

Attractive opportunity to add duration in non-USD rates

October 19, 2023
United States

US government debt: We need to talk

October 12, 2023

Darrell Spence
World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup

October 10, 2023
ESG

How are style and inflation risks influencing ESG investors?

October 9, 2023
Fed

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

September 21, 2023
Asset Allocation

As rate hikes near end, historic investor opportunity may begin

September 15, 2023

Mike Gitlin
Equity

Japan: Will reforms further unlock stock valuations?

September 8, 2023
Bonds

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

September 1, 2023
Fixed Income

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

August 29, 2023

Haran Karunakaran
Markets & Economy

Risks of bad breadth: Market concentration in five charts

August 24, 2023

Steve Fox
Long-Term Investing

Five investing mistakes to avoid

August 21, 2023
Bonds

Four lessons from 50 years of bond investing

August 11, 2023
Federal Reserve

Quick take: Fed strikes measured tone as hiking cycle resumes

July 27, 2023
Market Volatility

Guide to stock market recoveries

July 21, 2023
Fixed Income

Emerging markets debt: Stable macro backdrop fuels emerging markets

July 21, 2023
Fixed Income

Global Corporates: Increased dispersion in credit spreads brings opportunities for active managers

July 21, 2023
Japan

Japan outlook: The road to sustainable wage growth

June 30, 2023

Anne Vandenabeele
Fixed Income

EM rate cuts on the horizon as inflation trends down

June 28, 2023

Peter Becker
Federal Reserve

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

June 19, 2023

Jared Franz
Fixed Income

Bond outlook: Fed pause leaves many paths to income potential

June 16, 2023
Fixed Income

Opportunities in US high-yield credit

June 15, 2023

Shannon Ward
Central Banks

Quick take: Fed signals more rate hikes to come after hitting pause

June 15, 2023
Fixed Income

Navigating Uncertainty 2.0 - Are bonds in the sweet spot?

June 13, 2023
Global Equities

Stock market outlook: Broader opportunities emerge

June 9, 2023
Emerging Markets

Can a weakening US dollar catalyse an emerging market decade?

June 6, 2023

Natalya Zeman
Economic Indicators

Economic outlook: Mild recession, strong recovery

June 2, 2023
Finance & Banking

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

May 31, 2023
Fixed Income

Quick take: Presidential elections in Turkey

May 31, 2023

Robert Burgess
Fixed Income

Outlook for credit sectors

May 11, 2023

Damien McCann
Inflation

The case for a higher-inflation regime

May 3, 2023

Robert Lind
Economic Indicators

Why the next economic recovery may be stronger than expected

April 28, 2023

Jared Franz
Fixed Income

EMD quarterly review Q1 2023

April 27, 2023
Fixed Income

A multi-sector approach for reliable income

April 25, 2023
Market Volatility

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

April 24, 2023
Fixed Income

Global Corporates: Increased dispersion in credit spreads brings opportunities for active managers

April 24, 2023
Fixed Income

Fixed Income Perspectives April 2023

April 24, 2023
Fixed Income

Emerging markets debt: Starting yields lift return potential

April 24, 2023
Bonds

Debt ceiling showdown: Should investors worry?

April 21, 2023
Bonds

Will the US dollar continue to weaken?

April 14, 2023
World Markets Review

Markets rally despite bank scare: Q1 roundup

April 14, 2023
Market Volatility

Financial cycles peaking: expect distress ahead?

April 11, 2023

Jens Sondergaard
Fixed Income

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

April 10, 2023

Keiyo Hanamura
India

Can India take advantage of growing China Plus One strategy?

March 27, 2023
Fixed Income

European market outlook: Clouds on the horizon

March 27, 2023

Elaine Lin
Market Volatility

What the SVB collapse means for investors

March 23, 2023
Federal Reserve

Quick take: Bank failures push Fed to proceed with caution

March 23, 2023
Market Volatility

Asian banks: end of Fed hiking could be key

March 17, 2023

Rahul Sadiwala
Market Volatility

ECB hikes rates but financial instability clouds outlook

March 17, 2023

Robert Lind
Market Volatility

European bank sell-off hard to reconcile with fundamentals

March 16, 2023

Anita Patel
Market Volatility

Quick take: How SVB’s collapse changes the Fed’s calculus

March 16, 2023

Timothy Ng
Market Volatility

Views on the collapse of SVB Financial

March 14, 2023
Markets & Economy

10 investment themes for 2023

March 8, 2023
Global Equities

Multinational companies can thrive in tough times

October 18, 2024
Multi-Asset

Capital market assumptions - February 2023

February 28, 2023
U.S. Equities

3 views on the future of growth investing

February 24, 2023
Energy

5 trends driving energy markets in 2023

February 23, 2023
Fixed Income

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

February 23, 2023

Damir Bettini
Multi-Asset

Are 60-40 portfolios set for a comeback?

February 16, 2023

Julie Dickson
Trade

Reshoring supply chains: What does it mean for investors?

February 10, 2023
Federal Reserve

Quick take: Optimistic Fed not declaring victory over inflation

February 6, 2023

Tom Hollenberg
Long-Term Investing

Rob Lovelace shares his view on the current bear market

February 3, 2023

Rob Lovelace
Bonds

A framework for navigating uncertainty

January 30, 2023
Markets & Economy

Quick take: Seven questions around recession in Europe

January 30, 2023

Robert Lind
Equity

China: What could drive its markets in 2023

January 27, 2023
Fixed Income

Why diversify your bond portfolio?

January 26, 2023
Bonds

EMs with stronger fundamentals should see inflows

January 25, 2023

Peter Becker
Fixed Income

Fixed Income Perspectives January 2023

January 24, 2023
Fixed Income

Macro insights: Outlook for bonds brighter even as growth concerns linger

January 23, 2023
Fixed Income

European interest rates: Increased dispersion presents opportunities

January 23, 2023
Fixed Income

Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop

January 23, 2023
Global Equities

Four trends could power an industrial renaissance

January 20, 2023
Fixed Income

Fixed income at Capital Group targets predictable outcomes

January 18, 2023

Mike Gitlin
World Markets Review

World markets review - Fourth quarter 2022

January 13, 2023
Japan

Japan: forging economic resilience amid global headwinds

January 5, 2023

Anne Vandenabeele
Central Banks

The economy in 2023: Where we differ from market consensus

January 3, 2023
Bonds

Bond market outlook: Prospects brighten as Fed slows hikes

December 16, 2022
Markets & Economy

Quick take: Five insights on Fed policy after the latest rate hike

December 15, 2022
U.S. Equities

U.S. markets outlook for 2023

December 12, 2022
Fixed Income

Securitised credit: A useful diversifier in bond portfolios

December 7, 2022

Xavier Goss
Fixed Income

EMD outlook for 2023: local currency yields offer protection in volatile conditions

December 1, 2022
Politics

Quick take: Austerity deferred in the UK

November 21, 2022

Robert Lind
Market Volatility

“Courage! We have been here before”

November 17, 2022
Long-Term Investing

Taking a long-term view

November 16, 2022
Fixed Income

Asian fixed income: Careful navigation required

November 16, 2022
Dividends

Dividends: Building resilience in a new market reality

November 10, 2022
Fixed Income

The pursuit of consistent income streams

November 10, 2022

Damien McCann
Election

Brazil presidential election outcome

November 8, 2022

Thomas Kontchou
China

Five outcomes from 20th Chinese Communist Party Congress

November 8, 2022

Kent Chan
Fed

The Fed’s big question: how high is high enough?

November 8, 2022
Markets & Economy

New reality for investors: 5 big trends changing markets

November 3, 2022

Jody Jonsson
Market Volatility

Recession watch: triggers, outlook and what next for central banks

October 31, 2022
Market Volatility

Recession watch: triggers, outlook and what next for central banks

October 31, 2022
Equity

Can non-U.S. equities overcome a strong U.S. dollar?

October 28, 2022
Fixed Income

Navigating dark clouds across emerging markets debt

October 27, 2022
Fixed Income

Unearthing opportunities in Asian credit markets

October 27, 2022
Fixed Income

Fixed Income Perspectives October 2022

October 25, 2022
Market Volatility

Quick take: Britannia unhinged

October 25, 2022

Robert Lind
Fixed Income

U.S. midterm elections: Will the House flip?

October 21, 2022

Matt Miller
Equity

World markets review - Third quarter 2022

October 11, 2022
Market Volatility

When short term pain can bring long term gains

October 6, 2022

Flavio Carpenzano
Market Volatility

Braving bear markets: 5 lessons from seasoned investors

September 30, 2022
Fixed Income

5 reasons to invest in US high yield

September 30, 2022
Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism

September 30, 2022
Currencies

Global outlook: all eyes on where US inflation lands

September 30, 2022

Jens Sondergaard
Inflation

Is high inflation the ultimate pandemic distortion?

September 29, 2022
Market Volatility

When will the bear market end?

September 29, 2022
Fixed Income

Four roles your bond portfolio should play

September 23, 2022

Flavio Carpenzano
Equity

Why research is critical when it comes to China investing

September 16, 2022

Andrew Lee
Election

Can U.S. midterm elections move the market? 5 charts to watch

September 15, 2022
Fixed Income

The case for investment grade corporate bonds

September 14, 2022
Market Volatility

Recession watch: lessons from history and key economic indicators

September 13, 2022
Bonds

Rising yields put bond markets back on a road to normal

September 6, 2022

Mike Gitlin
Japan

Uniquely Japan: Navigating Asia's largest advanced economy

September 1, 2022
Politics

Will the war in Ukraine outlast European unity?

August 24, 2022

Talha Khan
Equity

Equity investing in an inflationary environment

August 11, 2022

Christophe P. Braun
Currencies

How long might the dollar rally last?

August 11, 2022

Jens Sondergaard
United States

Is the US already in a recession?

August 5, 2022
Fixed Income

Fixed Income Perspectives

July 27, 2022
Fixed Income

Income as the anchor of a portfolio amid volatility

July 21, 2022

Flavio Carpenzano
Active Management

2022 Midyear Outlook report

July 21, 2022

Rob Lovelace
Japan

Yen's plummet puts Bank of Japan in a bind

July 20, 2022

Anne Vandenabeele
Europe

ECB faces tough choices as it prepares to raise rates

July 19, 2022

Robert Lind
Portfolio Construction

Building resilient portfolios amid inflation

July 19, 2022

Nisha Thakrar
Equity

The persistence of dividend growers

July 8, 2022

Grant L. Cambridge
Fixed Income

Where are the risks and opportunities in high yield and EMD?

July 5, 2022

Rob Neithart
Fixed Income

A more constructive outlook for corporate bonds, but caution is still warranted

July 5, 2022
Emerging Markets

Emerging market debt: an active approach

April 18, 2023

Jeremy J.W. Cunningham
Outlook

Rob Lovelace on all-weather investing

June 30, 2022

Rob Lovelace
Bonds

Why should you consider owning bonds now?

June 27, 2022
Fixed Income

Credit investing amid heightened market volatility

June 22, 2022

Peter Becker
Outlook

Bond outlook: What to know as Fed fears hit markets

June 21, 2022
Trade

Supply chain shifts signal reglobalisation

June 20, 2022
Fixed Income

Look to credit opportunities amid bond market rout

June 17, 2022
Fixed Income

The US Fed's aggressive path could mean more market turmoil

June 16, 2022
Fixed Income

The US Fed's aggressive path could mean more market turmoil

June 16, 2022
Market Volatility

A focus on inflation

June 14, 2022
Emerging Markets

Emerging markets and rising US interest rates

June 1, 2022
Market Volatility

Contained EM inflation and higher real yields suggest relative value in local markets

May 31, 2022

Kirstie Spence
Stock

Globalisation: the reports of its demise are greatly exaggerated

May 25, 2022
Currencies

Downturn in the US financial cycle may be near

May 20, 2022

Jens Sondergaard
Fixed Income

Navigating the foggy road to normal

May 19, 2022

Mike Gitlin
Market Volatility

Relative value in EM local markets

May 13, 2022

Kirstie Spence
Aerospace

Air travel is taking off again

May 12, 2022
Emerging Markets

Does the EM debt repricing present a good entry point?

May 5, 2022

Harry Phinney
Global Equities

When volatility is rising, boring is beautiful

May 3, 2022
Market Volatility

The lowdown on inflation in the US and Europe

April 29, 2022
Market Volatility

Investing amid exacerbating inflationary pressures

April 22, 2022
Interest Rates

Is the era of easy money coming to an end?

April 21, 2022
Dividends

Rotating into dividends in an inflationary world

April 20, 2022
China

My investment lessons from 40 years in China

April 13, 2022

Steve Watson
China

How to think about investing in China today

April 7, 2022
Market Volatility

Q&A: Investing amid geopolitical uncertainty

April 6, 2022
Market Volatility

Germany's 'no' to energy embargo may prove untenable

April 4, 2022

Robert Lind
Fixed Income

The role of fixed income

March 31, 2022

Flavio Carpenzano
Federal Reserve

As the Fed moves into action, bond portfolios need agility

March 31, 2022

Pramod Atluri
Markets & Economy

Is the spike in commodity prices sustainable?

March 24, 2022
Market Volatility

Q&A on Russian debt

March 17, 2022

Robert Burgess
Market Volatility

Why we think the Fed is still behind the curve

March 17, 2022
Market Volatility

Commodity prices drive differentiation within EMD

March 15, 2022

Kirstie Spence
Market Volatility

Russia-Ukraine conflict: The geopolitical and economic impact

March 10, 2022
Market Volatility

3 views on the Russia-Ukraine conflict

March 8, 2022
Market Volatility

Invasion of Ukraine could mark turning point for cybersecurity

March 8, 2022

Julien Gaertner
Market Volatility

U.S. defense scenario analysis

March 8, 2022

Shane Fogarty
Market Volatility

Impact of the rise in commodity prices on EM equities

March 7, 2022

Martyn Hole
Market Volatility

Implications of Russia’s expulsion from major indices

March 4, 2022
Market Volatility

The Russia-Ukraine war could cast a meaningful economic shadow

March 3, 2022
Market Volatility

The West is united

March 3, 2022

John Emerson
Market Volatility

EU policymakers may look to mitigate economic shock

March 3, 2022

Robert Lind
Market Volatility

Impact of the Russia-Ukraine conflict on European banks

March 3, 2022

Matteo Merlo
Market Volatility

Biden and Europe walk energy tightrope

March 3, 2022

Talha Khan
Market Volatility

Energy price stabilization largely depends on sanctions

March 3, 2022

Przemek Nowak
Market Volatility

U.S. economy faces heightened inflation risk

March 3, 2022

Darrell Spence
Emerging Markets

Gauging the impact of the Russia/Ukraine conflict on EM debt

February 28, 2022

Kirstie Spence
Market Volatility

Staying the course

February 28, 2022
Market Volatility

Russia-Ukraine conflict threatens global economy

February 25, 2022

Robert Lind
Fixed Income

Investing in fixed income during a hiking cycle

February 22, 2022

Keiyo Hanamura
Fixed Income

When one plus one equals more than two

February 22, 2022

Rob Neithart
Market Volatility

How to handle market declines

February 11, 2022
Technology & Innovation

Storm cloud: Look past turbulence in US software stocks

February 7, 2022
China

How demographic challenges are shaping the China investment story

February 1, 2022

Andrew Lee
Market Volatility

Is there opportunity in this stock market volatility?

January 27, 2022
Fixed Income

Fixed Income Perspectives January 2022

January 24, 2022
European Equity

Investing in growing opportunities in Europe

January 20, 2022
China

How demographic challenges are shaping the China investment

January 17, 2022

Andrew Lee
Fixed Income

Global corporate bonds 2022 outlook

January 17, 2022

Peter Becker
Global Equities

Rob Lovelace on the year ahead

January 13, 2022

Rob Lovelace
Equity

World Markets Review - Fourth Quarter 2021

January 12, 2022
Currencies

The pros and cons of Bitcoin

January 4, 2022
Europe

Outlook for European equities: modest returns and volatility expected in 2022

December 16, 2021

Robert Lind

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