Markets & Economy

Fixed Income

Fixed income outlook: resilient US provides an anchor

Long-Term Investing

2025 Outlook: We have seen this movie before

Emerging Markets

Emerging market debt outlook for 2025: Ready for Trump 2.0?

Robert Burgess

Global Equities

Stock market outlook: AI leads a broadening market

Emerging Markets

EMD: A credible long-term asset allocation candidate

Fixed Income

Global investment grade thoughts from Damir Bettini

Global Equities

What Trump’s win could mean for banks, autos and luxury goods

Politics

US elections: The European impact -Trump’s mercantilism could spell instability

Fixed Income

Ahead of the Curve: What US resilience means for bond investors

Election

Trump’s victory signals major policy shifts ahead

Asset Allocation

Have investors missed the rally in stocks and bonds?

Interest Rates

Where to invest as interest rates decline

Equity

Multinational companies can thrive in tough times

Fixed Income

Emerging markets bonds post broad gains

Fixed Income

Unwinding of yen-carry trade presents risks

Fixed Income

Policymakers to ease to support economic growth and employment

Fixed Income

Fixed Income Perspectives Q4 2024

Equity

The road ahead for equities

Global Equities

Five growth themes for the next five years

World Markets Review

Rate cuts fuel market rally: Q3 roundup

Fixed Income

Impact of US elections on emerging market currencies

Jens Sondergaard

Central Banks

Quicker and more aggressive easing now expected from European Central Bank

Equity

Welcome to the Benjamin Button economy

Jared Franz

Interest Rates

Fed insights webinar: Post-meeting analysis and market impact

Interest Rates

The Fed just cut interest rates. Now what?

Fixed Income

When the stars align: Opportunities in global investment grade corporate bonds

U.S. Equities

Has stock market concentration reached a tipping point?

Japan

Fundamentals strengthening in Japan but expect ongoing volatility amid ‘normalisation’

Christophe P. Braun

Global Equities

A confluence of change: how to thrive on generational shifts in the global economy

Fixed Income

Why we believe it’s time to exit cash and move back into bonds

Haran Karunakaran

Interest Rates

US economy poised for a soft landing. What comes next?

Darrell Spence

U.S. Equities

Three investment ideas from second quarter earnings

Fixed Income

Thinking beyond the landing

Market Volatility

Five views on tumbling markets

Utilities

Three reasons utilities could be the next growth sector

Global Equities

The future of global equities

Election

US election watch: A November to remember

Fixed Income

Finding idiosyncratic opportunities in investment grade corporates

Fixed Income

Trend for easier monetary policy should be tailwind for duration-related assets

Fixed Income

Mixed results in emerging market debt with central banks less accommodative

Fixed Income

Fixed Income Perspectives Q3 2024

Macro Brief

Will the US fiscal deficit lead to a dollar decline?

Jens Sondergaard

Artificial Intelligence

AI fever: Has it gotten too hot?

Chris Buchbinder

World Markets Review

Stocks rally on AI enthusiasm: Q2 roundup

Election

Following key elections, where is Europe headed?

Election

Quick take on French and UK parliamentary elections

Fixed Income

Frontier markets: select opportunities in local bonds

Robert Burgess

Emerging Markets

Emerging markets equities: What does the future hold?

Automotive

Can China continue its EV dominance?

Jason Zhang

Fixed Income

The art of carry: How the strategic use of yield can help maximise fixed income results

Long-Term Investing

Midyear Outlook 2024: the new reality of investing

Fixed Income

Why credit markets can keep running strong

Damien McCann

Election

Quick take: European parliamentary elections

Talha Khan

Global Equities

Stock market outlook: Three themes for a broadening market

Fixed Income

Unleashing the potential: Navigating local currency EMD with active management

Stock

Economic outlook: US powers global growth

Fixed Income

Capturing opportunities in emerging markets with local currency bonds

Dividends

Meta shifts the narrative on dividends in the world of Big Tech

Fixed Income

Investment grade credit – focus on the idiosyncratic

Election

US Election 2024: What investors need to know

Interest Rates

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

Darrell Spence

Manufacturing

Can Europe’s largest economy adapt to a shifting global landscape?

Robert Lind

Fixed Income

Ahead of the curve: Resilience amid divergence

Fixed Income

Fixed Income Perspectives Q2 2024

Fixed Income

Mixed results amid healthy fundamentals

Fixed Income

Compelling opportunity to add high-quality global rates exposure

Fixed Income

Valuations are expensive, but may have staying power

Fixed Income

Fundamental research edge: Bottom-up opportunities in IG credit

World Markets Review

Global stocks stage broad-based rally: Q1 roundup

Technology & Innovation

The Long View: Four megatrends to watch

Fixed Income

Investment Grade credit – Despite tight spreads, opportunities remain

Federal Reserve

Quantitative tightening: Where does it go from here?

Tom Hollenberg

Fixed Income

Key role for high yield in income-seeking portfolios

Fixed Income

High yield - an evolving opportunity

Equity

5 reasons why equities could defy the odds

Demographics & Culture

How population decline could upend the global economy

Jared Franz

Fixed Income

Investment Grade Credit – taking stock

Election

Three mistakes investors make during election years

Emerging Markets

Friendshoring brings industrial-sized investment opportunity

Health Care

Health care: a sector under the weather?

Long-Term Investing

What’s right with the world?

Equity

Small-cap stocks: 7 opportunities to watch in 2024

Election

Four things to watch ahead of the US elections

Fixed Income

Can the banks deliver for investors in 2024?

Trade

Trading places: de-globalisation, longer supply chains and China Plus

Long-Term Investing

Capital market assumptions: 2024

Global Equities

Rob Lovelace on what’s in store for 2024

Rob Lovelace

Fixed Income

Fixed Income Perspectives Q1 2024

Fixed Income

A dovish Fed could unlock opportunity, some caution warranted

Fixed Income

Focus on finding idiosyncratic opportunities at the company and sector level

Fixed Income

Compelling opportunity to add high-quality global rates exposure

Central Banks

History lessons for Europe's central bankers

Robert Lind

Fixed Income

Now may be the time for core bonds: Five themes for 2024

Pramod Atluri

Long-Term Investing

5 keys to investing in 2024

China

Is China’s economy following in the footsteps of Japan?

Anne Vandenabeele

Equity

Tomorrow’s innovation, today’s opportunities

Markets & Economy

The US avoided recession last year. What comes next?

Fixed Income

EMD outlook 2024: Navigating a bifurcated universe

Robert Burgess

Outlook

Stock market outlook: Time for diversification

European Equity

Europe: Near term headwinds, long term tailwinds

Anita Patel

Economic Indicators

Economic outlook: A mixed picture for global growth in 2024

Fixed Income

Three reasons why we prefer investment grade credit to US Treasuries

Flavio Carpenzano

Equity

The new normal for equities in 2024

Winnie Kwan

Equity

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

Fixed Income

Capital Group CEO, Mike Gitlin, outlines a potential fixed income opportunity

Portfolio Construction

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

Japan

Revitalising an undervalued market: is Japan finally prioritising shareholders?

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

Fixed Income

How to think about bonds in this new world

Fixed Income

Whatever happened to the recession - and does it matter for bonds?

Inflation

Fed’s 2% inflation target could be delivered early

Jared Franz

Fixed Income

Not all high yield is created equal

Flavio Carpenzano

Fixed Income

Fixed Income Perspectives Q4 2023

Fixed Income

Focus on finding idiosyncratic company and sector opportunities

Fixed Income

Attractive opportunity to add duration in non-USD rates

Fixed Income

Yields remain attractive as some EMs pivot on policy

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?

Fixed Income

How global corporate bonds can improve outcomes for UK investors

Equity

Where next for equity valuations? The AI effect

Beth Beckett

Fixed Income

Quick take: India bond index inclusion

Kirstie Spence

Fixed Income

Global investment grade corporate bonds: a sector for all seasons

Fed

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

Fixed Income

Can investment-grade credit provide resilience amid uncertainty

Equity

Leaning into uncertainty – Time to reconsider equity markets?

Emerging Markets

Supportive backdrop for EM currencies remains despite waning carry trade.

Jens Sondergaard

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

Equity

Japan: Will reforms further unlock stock valuations?

Fixed Income

Unlock income opportunities across key credit sectors

Bonds

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

Fixed Income

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

Haran Karunakaran

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

United Kingdom

UK equities: value opportunity or value trap?

Market Volatility

US economy hit by rolling recession

Artificial Intelligence

AI and the new tech megacycle

Federal Reserve

Quick take: Fed strikes measured tone as hiking cycle resumes

Fixed Income

Fixed Income Perspectives Q3 2023 outlook

Market Volatility

Guide to stock market recoveries

Fixed Income

Emerging markets debt: Stable macro backdrop fuels emerging markets

Fixed Income

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

Fixed Income

Macro insights: Resilient growth buoys markets, but risks elevated

India

Will India be the breakout emerging market this decade?

World Markets Review

World markets review —Second quarter 2023

Japan

Japan outlook: The road to sustainable wage growth

Anne Vandenabeele

Fixed Income

EM rate cuts on the horizon as inflation trends down

Peter Becker

Federal Reserve

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

Jared Franz

Fixed Income

Bond outlook: Fed pause leaves many paths to income potential

Fixed Income

Opportunities in US high-yield credit

Shannon Ward

Central Banks

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

Fixed Income

Navigating Uncertainty 2.0 - Are bonds in the sweet spot?

Fixed Income

Focus on investment grade fixed income fundamentals

Global Equities

Stock market outlook: Broader opportunities emerge

Emerging Markets

Can a weakening US dollar catalyse an emerging market decade?

Natalya Zeman

Economic Indicators

Economic outlook: Mild recession, strong recovery

Finance & Banking

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

Fixed Income

Quick take: Presidential elections in Turkey

Robert Burgess

Fixed Income

Outlook for credit sectors

Damien McCann

Inflation

The case for a higher-inflation regime

Robert Lind

Economic Indicators

Why the next economic recovery may be stronger than expected

Jared Franz

Fixed Income

EMD quarterly review Q1 2023

Fixed Income

A multi-sector approach for reliable income

Market Volatility

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

Fixed Income

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

Fixed Income

Fixed Income Perspectives April 2023

Fixed Income

Emerging markets debt: Starting yields lift return potential

Bonds

Debt ceiling showdown: Should investors worry?

Bonds

Will the US dollar continue to weaken?

World Markets Review

Markets rally despite bank scare: Q1 roundup

Market Volatility

Financial cycles peaking: expect distress ahead?

Jens Sondergaard

Fixed Income

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

Keiyo Hanamura

Fixed Income

European market outlook: Clouds on the horizon

Elaine Lin

Market Volatility

What the SVB collapse means for investors

Federal Reserve

Quick take: Bank failures push Fed to proceed with caution

Market Volatility

Asian banks: end of Fed hiking could be key

Rahul Sadiwala

Market Volatility

ECB hikes rates but financial instability clouds outlook

Robert Lind

Market Volatility

European bank sell-off hard to reconcile with fundamentals

Anita Patel

Market Volatility

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

Timothy Ng

Market Volatility

Views on the collapse of SVB Financial

U.S. Equities

3 views on the future of growth investing

Energy

5 trends driving energy markets in 2023

Fixed Income

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

Damir Bettini

Multi-Asset

Are 60-40 portfolios set for a comeback?

Julie Dickson

Trade

Reshoring supply chains: What does it mean for investors?

Federal Reserve

Quick take: Optimistic Fed not declaring victory over inflation

Tom Hollenberg

Long-Term Investing

Rob Lovelace shares his view on the current bear market

Rob Lovelace

Bonds

A framework for navigating uncertainty

Markets & Economy

Quick take: Seven questions around recession in Europe

Robert Lind

Equity

China: What could drive its markets in 2023

Fixed Income

Why diversify your bond portfolio?

Bonds

EMs with stronger fundamentals should see inflows

Peter Becker

Fixed Income

Fixed Income Perspectives January 2023

Fixed Income

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

Fixed Income

European interest rates: Increased dispersion presents opportunities

Fixed Income

Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop

Global Equities

Four trends could power an industrial renaissance

Fixed Income

Fixed income at Capital Group targets predictable outcomes

Mike Gitlin

World Markets Review

World markets review - Fourth quarter 2022

Japan

Japan: forging economic resilience amid global headwinds

Anne Vandenabeele

Central Banks

The economy in 2023: Where we differ from market consensus

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

Fixed Income

Securitised credit: A useful diversifier in bond portfolios

Xavier Goss

Fixed Income

EMD outlook for 2023: 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”

Fixed Income

Asian fixed income: Careful navigation required

Dividends

Dividends: Building resilience in a new market reality

Fixed Income

The pursuit of consistent income streams

Damien McCann

Fed

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

Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson

Market Volatility

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

Equity

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

Fixed Income

Navigating dark clouds across emerging markets debt

Fixed Income

Unearthing opportunities in Asian credit markets

Fixed Income

Fixed Income Perspectives October 2022

Market Volatility

Quick take: Britannia unhinged

Robert Lind

Fixed Income

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

Matt Miller

Fixed Income

Attractive opportunities remain across 4 key credit markets

Equity

World markets review - Third quarter 2022

Market Volatility

When short term pain can bring long term gains

Flavio Carpenzano

Market Volatility

Braving bear markets: 5 lessons from seasoned investors

Fixed Income

5 reasons to invest in US high yield

Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism

Currencies

Global outlook: all eyes on where US inflation lands

Jens Sondergaard

Inflation

Is high inflation the ultimate pandemic distortion?

Market Volatility

When will the bear market end?

Fixed Income

Four roles your bond portfolio should play

Flavio Carpenzano

Equity

Why research is critical when it comes to China investing

Andrew Lee

Election

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

Fixed Income

The case for investment grade corporate bonds

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

Politics

Will the war in Ukraine outlast European unity?

Talha Khan

Equity

Equity investing in an inflationary environment

Christophe P. Braun

Currencies

How long might the dollar rally last?

Jens Sondergaard

United States

Is the US already in a recession?

Fixed Income

Fixed Income Perspectives

Fixed Income

Income as the anchor of a portfolio amid volatility

Flavio Carpenzano

Active Management

2022 Midyear Outlook report

Rob Lovelace

Japan

Yen's plummet puts Bank of Japan in a bind

Anne Vandenabeele

Europe

ECB faces tough choices as it prepares to raise rates

Robert Lind

Portfolio Construction

Building resilient portfolios amid inflation

Nisha Thakrar

Equity

The persistence of dividend growers

Grant L. Cambridge

Fixed Income

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

Rob Neithart

Fixed Income

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

Emerging Markets

Emerging market debt: an active approach

Jeremy J.W. Cunningham

Outlook

Rob Lovelace on all-weather investing

Rob Lovelace

Bonds

Why should you consider owning bonds now?

Fixed Income

Credit investing amid heightened market volatility

Peter Becker

Outlook

Bond outlook: What to know as Fed fears hit markets

Trade

Supply chain shifts signal reglobalisation

Fixed Income

Look to credit opportunities amid bond market rout

Fixed Income

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

Market Volatility

A focus on inflation

Emerging Markets

Emerging markets and rising US interest rates

Stock

Globalisation: the reports of its demise are greatly exaggerated

Currencies

Downturn in the US financial cycle may be near

Jens Sondergaard

Fixed Income

Navigating the foggy road to normal

Mike Gitlin

Market Volatility

Relative value in EM local markets

Kirstie Spence

Aerospace

Air travel is taking off again

Emerging Markets

Does the EM debt repricing present a good entry point?

Harry Phinney

Global Equities

When volatility is rising, boring is beautiful

Market Volatility

The lowdown on inflation in the US and Europe

Fixed Income

Fixed Income Perspectives

Market Volatility

Investing amid exacerbating inflationary pressures

Interest Rates

Is the era of easy money coming to an end?

Dividends

Rotating into dividends in an inflationary world

China

My investment lessons from 40 years in China

Steve Watson

China

How to think about investing in China today

Market Volatility

Q&A: Investing amid geopolitical uncertainty

Market Volatility

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

Robert Lind

Fixed Income

The role of fixed income

Flavio Carpenzano

Federal Reserve

As the Fed moves into action, bond portfolios need agility

Pramod Atluri

Markets & Economy

Is the spike in commodity prices sustainable?

Market Volatility

Q&A on Russian debt

Robert Burgess

Market Volatility

Why we think the Fed is still behind the curve

Market Volatility

Commodity prices drive differentiation within EMD

Kirstie Spence

Market Volatility

Russia-Ukraine conflict: The geopolitical and economic impact

Market Volatility

3 views on the Russia-Ukraine conflict

Market Volatility

Invasion of Ukraine could mark turning point for cybersecurity

Julien Gaertner

Market Volatility

U.S. defense scenario analysis

Shane Fogarty

Market Volatility

Impact of the rise in commodity prices on EM equities

Martyn Hole

Market Volatility

Implications of Russia’s expulsion from major indices

Market Volatility

The Russia-Ukraine war could cast a meaningful economic shadow

Market Volatility

The West is united

John Emerson

Market Volatility

EU policymakers may look to mitigate economic shock

Robert Lind

Market Volatility

Impact of the Russia-Ukraine conflict on European banks

Matteo Merlo

Market Volatility

Biden and Europe walk energy tightrope

Talha Khan

Market Volatility

Energy price stabilization largely depends on sanctions

Przemek Nowak

Market Volatility

U.S. economy faces heightened inflation risk

Darrell Spence

Emerging Markets

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

Kirstie Spence

Market Volatility

Staying the course

Market Volatility

Russia-Ukraine conflict threatens global economy

Robert Lind

Fixed Income

Investing in fixed income during a hiking cycle

Keiyo Hanamura

Fixed Income

When one plus one equals more than two

Rob Neithart

Market Volatility

How to handle market declines

Technology & Innovation

Storm cloud: Look past turbulence in US software stocks

China

How demographic challenges are shaping the China investment story

Andrew Lee

Market Volatility

Is there opportunity in this stock market volatility?

Fixed Income

Fixed Income Perspectives January 2022

European Equity

Investing in growing opportunities in Europe

China

How demographic challenges are shaping the China investment

Andrew Lee

Fixed Income

Global corporate bonds 2022 outlook

Peter Becker

Global Equities

Rob Lovelace on the year ahead

Rob Lovelace

Equity

World Markets Review - Fourth Quarter 2021

Currencies

The pros and cons of Bitcoin

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