CAPITAL IDEAS^TM

Environmental Social & Governance

Long-Term Investing

5 keys to investing in 2025

Fixed Income

Charting the road ahead for fixed income

Outlook

Stock market outlook: Time for diversification

Economic Indicators

Economic outlook: A mixed picture for global growth in 2024

Equity

Electric vehicles in the fast lane: Who wins this race?

Portfolio Construction

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

Federal Reserve

Quick Take: Bond yields likely to remain higher for longer as Fed stands firm

Equity

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

Inflation

Fed’s 2% inflation target could be delivered early

Jared Franz

ESG

How ESG monitoring can enhance sovereign bond investing

Claire Zeigler

United States

US government debt: We need to talk

Darrell Spence

World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup

ESG

How are style and inflation risks influencing ESG investors?

Fed

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

Asset Allocation

As rate hikes near end, historic investor opportunity may begin

Mike Gitlin

Market Volatility

Guide to recessions: Nine things you need to know

Bonds

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

ESG

Helping complete the research ‘puzzle’ with ESG integration

Jayme Colosimo

Markets & Economy

Risks of bad breadth: Market concentration in five charts

Steve Fox

Long-Term Investing

Five investing mistakes to avoid

Bonds

Four lessons from 50 years of bond investing

Market Volatility

US economy hit by rolling recession

Market Volatility

Guide to stock market recoveries

India

Will India be the breakout emerging market this decade?

Global Equities

Can this stock market rally continue?

Global Equities

Can this stock market rally continue?

World Markets Review

World markets review —Second quarter 2023

outlook

2023 Midyear Outlook report

Fixed Income

Bond outlook: Fed pause leaves many paths to income potential

Global Equities

Stock market outlook: Broader opportunities emerge

Economic Indicators

Economic outlook: Mild recession, strong recovery

U.S. Equities

Big Tech turnaround: Can it continue?

Bonds

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

Economic Indicators

Why the next economic recovery may be stronger than expected

Jared Franz

Bonds

Debt ceiling showdown: Should investors worry?

World Markets Review

Markets rally despite bank scare: Q1 roundup

Artificial Intelligence

Has artificial intelligence reached a commercial tipping point?

Market Volatility

What the SVB collapse means for investors

Markets & Economy

10 investment themes for 2023

U.S. Equities

3 views on the future of growth investing

Energy

5 trends driving energy markets in 2023

Trade

Reshoring supply chains: What does it mean for investors?

Markets & Economy

Quick take: Seven questions around recession in Europe

Robert Lind

Global Equities

Four trends could power an industrial renaissance

World Markets Review

World markets review - Fourth quarter 2022

Bonds

Bond market outlook: Prospects brighten as Fed slows hikes

Markets & Economy

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

U.S. Equities

U.S. markets outlook for 2023

Europe

2023 Outlook: European energy demand picture could spell milder recession

Robert Lind

Fixed Income

2023 Outlook: Emerging market local currency yields offer protection in volatile conditions

Politics

Quick take: Austerity deferred in the UK

Robert Lind

Market Volatility

“Courage! We have been here before”

Long-Term Investing

Taking a long-term view

Fed

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

Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson

ESG

Investors look for more innovation in ESG solutions

Equity

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

Fixed Income

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

Matt Miller

Equity

World markets review - Third quarter 2022

Market Volatility

Braving bear markets: 5 lessons from seasoned investors

Inflation

Is high inflation the ultimate pandemic distortion?

Market Volatility

When will the bear market end?

Equity

Can dividends offer resilience throughout the cycle?

Nisha Thakrar

Election

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

Market Volatility

Recession watch: lessons from history and key economic indicators

Bonds

Rising yields put bond markets back on a road to normal

Mike Gitlin

United States

Is the US already in a recession?

Fixed Income

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

Outlook

Rob Lovelace on all-weather investing

Rob Lovelace

Outlook

Bond outlook: What to know as Fed fears hit markets

Outlook

Outlook for equities: Time to pursue all-weather investing

Outlook

European economy growing despite headwinds

Market Volatility

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

Kirstie Spence

ESG

Pandemic, war and climate change sharpen focus on ESG

Jessica Ground

ESG

Smoke and mirrors in ESG metrics – Jess Ground presents at the FT Moral Money Summit

Jessica Ground

Aerospace

Air travel is taking off again

Global Equities

When volatility is rising, boring is beautiful

Interest Rates

Is the era of easy money coming to an end?

Dividends

Rotating into dividends in an inflationary world

ESG

Decarbonisation of the aviation industry

Cheryl Wilson

China

My investment lessons from 40 years in China

Steve Watson

China

How to think about investing in China today

ESG

Running dry: How water risk can threaten a company’s bottom line

Markets & Economy

Is the spike in commodity prices sustainable?

Market Volatility

Why we think the Fed is still behind the curve

Market Volatility

Russia-Ukraine conflict threatens global economy

Robert Lind

Technology & Innovation

The future of media: Game on!

Market Volatility

How to handle market declines

Technology & Innovation

Storm cloud: Look past turbulence in US software stocks

Fixed Income

Capital Ideas - 2022 Fixed Income Outlook with Peter Becker

Peter Becker

Equity

Capital Ideas - Equity Outlook for 2022 with Julie Dickson

Julie Dickson

Politics

Capital Ideas - Macro Outlook for 2022 with Robert Lind

Robert Lind

China

How demographic challenges are shaping the China investment story

Andrew Lee

Market Volatility

Is there opportunity in this stock market volatility?

Equity

World Markets Review - Fourth Quarter 2021

Currencies

The pros and cons of Bitcoin

Inflation

Pricing power can help companies fight inflation

Diana Wagner

Equity

Investing in a cloud-powered world

Fixed Income

Fixed Income Perspectives July 2021

Interest Rates

Market's view of transitory inflation may be premature

Fed

Implications of the US Federal Reserve’s June 16 announcement

United States

U.S. economy is set to boom, zoom and consume

ESG

We engage with companies to seek better long-term outcomes

Matt Lanstone

Market Volatility

Maintaining a long-term perspective in volatile markets

ada-zhang

Bonds

Rising US rates: Untangling the Fed vs. market debate

Equity

Capturing Asia’s secular growth opportunities: Q&A with Christopher Thomsen

Chris Thomsen

Emerging Markets

Why invest in EM local currency debt?

Peter Becker

Equity

A look into the future of investing in Asia

Equity

The strengthening case for investing in Asia

Julie Dickson

Markets & Economy

The coming M&A wave: 5 key questions answered

Global Equities

Beyond Tesla: Electric cars shift into the fast lane

Emerging Markets

India could be poised for a promising future

Long-Term Investing

The world in 2030: Investing for the next decade

U.S. Equities

Has big tech become too big?

U.S. Equities

How pent-up demand could fuel U.S. market recovery

Equity

Capital Ideas Talks with Martyn Hole

Martyn Hole

Emerging Markets

Emerging markets debt outlook: What will 2021 bring?

Global Equities

Rob Lovelace on the year ahead

Rob Lovelace

Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind

Robert Lind

Election

Washington watch: Priorities emerge under new leadership

Japan

Japan outlook: new leadership but it’s the same stock pickers’ market

Akira Horiguchi

Global Equities

2021 Outlook: Turning points on the road to recovery

Technology & Innovation

Five technology trends to watch in a post-COVID world

Global Equities

'New defensive' investments in three charts

Global Equities

Which companies are faring well in the COVID era?

Jody Jonsson

ESG

ESG is integral to our long-term investing philosophy

Rob Lovelace

Retail

The necessity of luxury: What makes this industry so resilient?

United States

Recovery watch: When will growth return?

Election

Election uncertainty looks uncreasingly certain

environmental-social-governance

Capital Group joins the United Nations Global Compact

Health Care

Glimpses of 2030: Health care innovation accelerates

Politics

U.S. political change: Sweeping or incremental?

Jared Franz

Election

How elections move markets in 5 charts

Long-Term Investing

Lessons from 5 decades of investing

Claudia Huntington

Equity

Quality Growth: Resilient businesses in a low-rate world

Bonds

U.S. Corporate defaults have tripled: What you need to know

Shannon Ward

Long-Term Investing

10 investment themes for the next 10 years

Election

Election watch: What the U.S. race means for investors

China

China: 3 views on what’s next for its economy and stocks

Market Volatility

The Night Watch sheds daylight on market disruptions

U.S. Equities

Greetings from 2030: Growth investing for the next decade

Anne-Marie Peterson

Bonds

Mid-year Outlook: lower for longer...still

Japan

Mid-year Outlook: The silver lining in Japanese equities

Eurozone

Mid-year Outlook: Europe faces a challenging backdrop

Robert Lind

Market Volatility

Mid-year Outlook: From recession to recovery

Markets & Economy

The outlook for U.S. credit in a recessionary economy

Damien McCann

Technology & Innovation

5G: Hype or real investable opportunities?

Andy Budden

Market Volatility

Guide to market recoveries

Retirement Income

Refocus on retirement: 5 tips to help investors in the current environment

Philip May

Select your location

Who are you ?

Who are you ?

INSIGHTS

CAPITAL IDEAS

RESOURCES & SUPPORT

HOW TO INVEST

SHAREHOLDER INFORMATION

INVESTOR EDUCATION

ABOUT US

OUR COMPANY

MORE ABOUT US

Environmental Social & Governance