CAPITAL IDEAS^TM

Asset allocation

Equity

The new normal for equities in 2024

Winnie Kwan

Portfolio Construction

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

Fixed Income

How to think about bonds in this new world

Fixed Income

Focus on finding idiosyncratic company and sector opportunities

Fixed Income

How global corporate bonds can improve outcomes for UK investors

Markets & Economy

Risks of bad breadth: Market concentration in five charts

Steve Fox

Fixed Income

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

Global Equities

Can this stock market rally continue?

Fixed Income

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

Multi-Asset

Are 60-40 portfolios set for a comeback?

Julie Dickson

Fixed Income

European interest rates: Increased dispersion presents opportunities

Fixed Income

The case for investment grade corporate bonds

Bonds

Why should you consider owning bonds now?

Outlook

Bond outlook: What to know as Fed fears hit markets

Fixed Income

Look to credit opportunities amid bond market rout

Fixed Income

When one plus one equals more than two

Rob Neithart

Multi-Asset

Emerging market investing: Allocation to the fastest-growing markets

Multi-Asset

Introducing the Capital Group USD Portfolio series

Multi-Asset

Introducing the Capital Group EUR Portfolio series

Equity

Quality Growth: Resilient businesses in a low-rate world

Bonds

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

Shannon Ward

Multi-Asset

Finding balance in a volatile world

Julie Dickinson

China

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

Bonds

A consistent source of high income in today’s low-yielding world

Rob Neithart

Bonds

Thinking outside the dividend box: higher yielding fixed income

Global Equities

Navigating a new landscape for dividends

Important information

This website is for Institutional Investors in Spain only.

If you are an Individual Investor click here, if you are an Financial Intermediary click here. Should you be looking for information for another location, please click here.

By clicking, you acknowledge that you have fully understood and accepted the Legal and Regulatory Information.

Select your location

Who are you ?

Who are you ?

CAPABILITIES & STRATEGIES

INVESTMENT CAPABILITIES

FOCUS STRATEGIES

OUR APPROACH

RESOURCES

INSIGHTS

CAPITAL IDEAS

CAPITAL LEARNING

INVESTMENT THEMES

EVENTS

ABOUT US

OUR COMPANY

MORE ABOUT US

Asset allocation

CAPABILITIES & STRATEGIES

INVESTMENT CAPABILITIES

FOCUS STRATEGIES

OUR APPROACH

RESOURCES

INSIGHTS

CAPITAL IDEAS

CAPITAL LEARNING​

INVESTMENT THEMES​

EVENTS

ABOUT US

OUR COMPANY

MORE ABOUT US

Asset allocation

CAPITAL LEARNING

INVESTMENT THEMES