Markets &amp; Economy

Stock market outlook: AI leads a broadening market

Global Equities

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

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

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

Quicker and more aggressive easing now expected from European Central Bank

Central Banks

Equity

Welcome to the Benjamin Button economy

Fed insights webinar: Post-meeting analysis and market impact

Interest Rates

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

Long-Term Investing

Investing in companies at times of crisis

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?

AI fever: Has it gotten too hot?

Artificial Intelligence

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

Emerging markets equities: What does the future hold?

Emerging Markets

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

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?

Ahead of the curve: Resilience amid divergence

Fixed Income

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

Technology & Innovation

The Long View: Four megatrends to watch

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

Investment Grade Credit – taking stock

Fixed Income

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?

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

Fixed Income Perspectives Q1 2024

Fixed Income

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

5 keys to investing in 2024

Long-Term Investing

China

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

Anne Vandenabeele

World Markets Review

Markets rally on rate cut expectations: Q4 roundup

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

Stock market outlook: Time for diversification

Outlook

European Equity

Europe: Near term headwinds, long term tailwinds

Anita Patel

Economic Indicators

Economic outlook: A mixed picture for global growth in 2024

Equity

The new normal for equities in 2024

Winnie Kwan

Equity

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

Fixed Income

An active approach to credit versus buy and maintain (B&M)

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

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

Not all high yield is created equal

Fixed Income

Fixed Income Perspectives Q4 2023

Fixed Income

Fixed Income

Attractive opportunity to add duration in non-USD rates

Fixed Income

Yields remain attractive as some EMs pivot on policy

Fixed Income

Focus on finding idiosyncratic company and sector opportunities

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

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

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

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

Bond outlook: Fed pause leaves many paths to income potential

Fixed Income

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?

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

Outlook for credit sectors

Fixed Income

Damien McCann

Inflation

The case for a higher-inflation regime

Why the next economic recovery may be stronger than expected

Economic Indicators

EMD quarterly review Q1 2023

Fixed Income

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?

World Markets Review

Markets rally despite bank scare: Q1 roundup

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

Market Volatility

Asian banks: end of Fed hiking could be key

Rahul Sadiwala

Market Volatility

ECB hikes rates but financial instability clouds outlook

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

Market Volatility

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

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

A framework for navigating uncertainty

Bonds

Equity

China: What could drive its markets in 2023

Fixed Income

Why diversify your bond portfolio?

Fixed Income

Fixed Income Perspectives January 2023

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

Central Banks

The economy in 2023: Where we differ from market consensus

Bonds

Bond market outlook: Prospects brighten as Fed slows hikes

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

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

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

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

Fixed Income

Matt Miller

Equity

World markets review - Third quarter 2022

Market Volatility

When short term pain can bring long term gains

Braving bear markets: 5 lessons from seasoned investors

Market Volatility

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

Is high inflation the ultimate pandemic distortion?

Inflation

Market Volatility

When will the bear market end?

Fixed Income

Four roles your bond portfolio should play

The case for investment grade corporate bonds

Fixed Income

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?

Fixed Income Perspectives

Fixed Income

Fixed Income

Income as the anchor of a portfolio amid volatility

2022 Midyear Outlook report

Active Management

ECB faces tough choices as it prepares to raise rates

Europe

Building resilient portfolios amid inflation

Portfolio Construction

Nisha Thakrar

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

Outlook

Rob Lovelace on all-weather investing

Why should you consider owning bonds now?

Bonds

Fixed Income

Credit investing amid heightened market volatility

Peter Becker

Outlook

Bond outlook: What to know as Fed fears hit markets

Stock

Globalisation: the reports of its demise are greatly exaggerated

Currencies

Downturn in the US financial cycle may be near

Relative value in EM local markets

Market Volatility

Kirstie Spence

Aerospace

Air travel is taking off again

Interest Rates

Is the era of easy money coming to an end?

Market Volatility

Commodity prices drive differentiation within EMD

Kirstie Spence

Fixed Income

Fixed Income Perspectives January 2022

Europe

Outlook for European equities: modest returns and volatility expected in 2022