This collection of white papers shares our research findings on a range of topics, including market trends, asset allocation and the structure of DC and DB plans.
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Time to evaluate your core bond managers
Our research shows that most core bond managers take excessive credit risk. We offer a framework to help investors see how their core managers stack up.
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Further applications of mean-variance optimization
Capital Group solutions portfolio manager Wesley Phoa examines how mean-variance optimization can be used across financial applications that could not have been anticipated when it was introduced in 1952.
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A framework for the analysis of unfolding financial crises
Capital Group solutions portfolio manager Wesley Phoa offers a framework for investors navigating a financial crisis from its buildup to its aftermath.
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EM debt: Hard and local currency bonds provide different routes to returns
Our fixed income investment team discuss the different attributes, as well as the risk and return profiles of local currency and hard currency bonds.
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Enhancing portfolio construction via “inflation regimes”
A Capital Group solutions portfolio manager discusses techniques to better incorporate inflation risk in asset allocation modeling.
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A closer look at our active underlying funds
Capital Group discusses the ways target date funds can add value for participants.
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Uncovering opportunities in high yield
Capital Group’s dedicated high yield team uses fundamental research and diversity of thought to build a strategy that can generate value over the long term.
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Are long-duration Treasuries the best equity hedge?
Explore the link between bond maturity and equity diversification in developed economies over the past six decades. You must be logged in to access.
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International equity investing: Is flexibility the new diversification?
As global equity correlations rise, is flexibility the new diversification?
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Risk participation and asset allocation in DB/DC plans
Asset allocation can greatly influence investors’ participation in retirement plans, depending on their risk tolerance.
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Life cycle models in target date glide path design
Discusses the practical application of life cycle models in the management of target date funds. You must be logged in to download the PDF.
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The management process behind our target date solutions
Capital Group’s approach to target date strategies representing our best thinking that seeks to deliver the retirement outcomes participants work to achieve.
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A rigorous approach to rates
Capital Group’s U.S. interest rates team has developed a robust and repeatable process designed to add value through active interest rate management.
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Can rate hikes create opportunities for credit investors?
Analysis of the historical behavior of credit markets prior to and in response to previous U.S. monetary tightening cycles sheds light on potential areas of opportunity.
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Balancing DB and DC in public plans
How can defined benefit (DB) and defined contribution (DC) plans work together to help close the retirement income gap?
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DB and DC: Complements, not substitutes
Learn the ways defined benefit (DB) and defined contribution (DC) plans can be used to hedge against different risks instead of replacing one another.
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Is it time to rethink value vs. growth?
It’s time to reconsider the value-growth rotation cycle. The rise of technology and intangible assets are rendering style distinctions less meaningful.