Fixed Income
Fixed income outlook: resilient US provides an anchor
December 13, 2024
Capital IdeasTM
Investment insights from Capital Group
Investment Insights
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Long-Term Investing
2025 Outlook: We have seen this movie beforeDecember 12, 2024 -
Emerging Markets
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Emerging Markets
EMD: A credible long-term asset allocation candidateNovember 28, 2024 -
Fixed Income
Global investment grade thoughts from Damir BettiniNovember 19, 2024 -
Politics
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Fixed Income
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Fixed Income
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Energy transition: opportunities from the race to net zeroOctober 29, 2024 -
Fixed Income
Emerging markets bonds post broad gainsOctober 17, 2024 -
Fixed Income
Unwinding of yen-carry trade presents risksOctober 17, 2024 -
Fixed Income
Policymakers to ease to support economic growth and employmentOctober 17, 2024 -
Fixed Income
Fixed Income Perspectives Q4 2024October 17, 2024 -
Equity
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Global Equities
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ESG
Energy transition: Sidelined, stalled or stepping on the gas?October 14, 2024 -
Equity
Taking a broader look at Asia: the ASEAN opportunityOctober 8, 2024 -
Fixed Income
Impact of US elections on emerging market currenciesOctober 7, 2024 -
Central Banks
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Election
John Emerson on the US election run inSeptember 26, 2024 -
Interest Rates
Fed insights webinar: Post-meeting analysis and market impactSeptember 24, 2024 -
Fixed Income
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Japan
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Global Equities
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Fixed Income
Why we believe it’s time to exit cash and move back into bondsSeptember 3, 2024 -
Equity
Decarbonising data centresAugust 28, 2024 -
Fixed Income
Thinking beyond the landingAugust 20, 2024 -
Equity
Beyond China: exploring Asia's equity landscapeJuly 22, 2024 -
Fixed Income
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Fixed Income
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Fixed Income
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Fixed Income
Fixed Income Perspectives Q3 2024July 17, 2024 -
Macro Brief
Will the US fiscal deficit lead to a dollar decline?July 12, 2024 -
Election
Following key elections, where is Europe headed?July 10, 2024 -
Election
Quick take on French and UK parliamentary electionsJuly 9, 2024 -
Fixed Income
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Emerging Markets
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Automotive
Can China continue its EV dominance?July 1, 2024 -
Fixed Income
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Fixed Income
Why credit markets can keep running strongJune 13, 2024 -
Election
Quick take: European parliamentary electionsJune 12, 2024 -
Fixed Income
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Fixed Income
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Fixed Income
Investment grade credit – focus on the idiosyncraticMay 13, 2024 -
Fixed Income
Ahead of the curve: Resilience amid divergenceApril 24, 2024 -
ESG
Our ESG framework builds on 90 years of research legacyApril 16, 2024 -
Fixed Income
Fixed Income Perspectives Q2 2024April 15, 2024 -
Fixed Income
Mixed results amid healthy fundamentalsApril 15, 2024 -
Fixed Income
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Fixed Income
Valuations are expensive, but may have staying powerApril 15, 2024 -
Fixed Income
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Federal Reserve
Quantitative tightening: Where does it go from here?March 28, 2024 -
Fixed Income
Key role for high yield in income-seeking portfoliosMarch 28, 2024 -
Election
The year of EM electionsMarch 21, 2024 -
Equity
5 reasons why equities could defy the oddsMarch 21, 2024 -
Fixed Income
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Fixed Income
Investment Grade Credit – taking stockMarch 13, 2024 -
Health Care
Health care: a sector under the weather?February 29, 2024 -
Health Care
Is technology man’s best medicine?February 22, 2024 -
Equity
Small-cap stocks: 7 opportunities to watch in 2024February 12, 2024 -
Fixed Income
Can the banks deliver for investors in 2024?February 7, 2024 -
Trade
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Long-Term Investing
Capital market assumptions: 2024January 31, 2024 -
Fixed Income
Fixed Income Perspectives Q1 2024January 24, 2024 -
Central Banks
History lessons for Europe's central bankersJanuary 23, 2024 -
Fixed Income
Now may be the time for core bonds: Five themes for 2024January 17, 2024 -
Artificial Intelligence
Decoding the AI opportunityJanuary 13, 2024 -
Equity
Tomorrow’s innovation, today’s opportunitiesJanuary 7, 2024 -
Fixed Income
EMD outlook 2024: Navigating a bifurcated universeJanuary 3, 2024 -
European Equity
Europe: Near term headwinds, long term tailwindsDecember 6, 2023 -
Fixed Income
Three reasons why we prefer investment grade credit to US TreasuriesNovember 30, 2023 -
Fixed Income
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Fixed Income
Whatever happened to the recession - and does it matter for bonds?November 3, 2023 -
Equity
Emerging markets: Positive signs even as China slowsOctober 24, 2023 -
Fixed Income
Fixed Income Perspectives Q4 2023October 19, 2023 -
Fixed Income
Focus on finding idiosyncratic company and sector opportunitiesOctober 18, 2023 -
Fixed Income
Attractive opportunity to add duration in non-USD ratesOctober 19, 2023 -
Fixed Income
Yields remain attractive as some EMs pivot on policyOctober 19, 2023 -
ESG
How ESG monitoring can enhance sovereign bond investingOctober 17, 2023 -
Fixed Income
Planning for long term success in emerging market debtOctober 11, 2023 -
Fixed Income
How global corporate bonds can improve outcomes for UK investorsOctober 2, 2023 -
Fixed Income
Quick take: India bond index inclusionSeptember 25, 2023 -
Fixed Income
Global investment grade corporate bonds: a sector for all seasonsSeptember 21, 2023 -
Fixed Income
Can investment-grade credit provide resilience amid uncertaintySeptember 21, 2023 -
Equity
Leaning into uncertainty – Time to reconsider equity markets?September 20, 2023
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Global Equities
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Global Equities
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Dividends
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ESG
Feast of opportunities: Six future food trendsMarch 21, 2024 -
Demographics & Culture
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Election
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Emerging Markets
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ESG
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Long-Term Investing
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Election
Four things to watch ahead of the US electionsFebruary 9, 2024 -
Global Equities
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Long-Term Investing
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Markets & Economy
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Outlook
Stock market outlook: Time for diversificationDecember 7, 2023 -
Economic Indicators
Economic outlook: A mixed picture for global growth in 2024December 4, 2023 -
Equity
Electric vehicles in the fast lane: Who wins this race?November 23, 2023 -
Portfolio Construction
How to use bonds to seek balance as Fed hikes wind downNovember 20, 2023 -
Federal Reserve
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Equity
The changing face of trade: idea-driven companies come to the foreNovember 7, 2023 -
Inflation
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Fixed Income
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United States
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Bonds
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Markets & Economy
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Long-Term Investing
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Bonds
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Market Volatility
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India
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World Markets Review
World markets review —Second quarter 2023July 12, 2023 -
Japan
Japan outlook: The road to sustainable wage growthJune 30, 2023 -
outlook
2023 Midyear Outlook reportJune 22, 2023 -
Fixed Income
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Global Equities
Stock market outlook: Broader opportunities emergeJune 9, 2023 -
Economic Indicators
Economic outlook: Mild recession, strong recoveryJune 2, 2023 -
Emerging Markets
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U.S. Equities
Big Tech turnaround: Can it continue?May 30, 2023 -
Bonds
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Economic Indicators
Why the next economic recovery may be stronger than expectedApril 28, 2023 -
Bonds
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Energy
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ESG
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