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
Emerging market debt outlook for 2025: Ready for Trump 2.0?December 10, 2024 -
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
Quick take: Impact of US election results on emerging marketsNovember 12, 2024 -
Fixed Income
Ahead of the Curve: What US resilience means for bond investorsNovember 7, 2024 -
Equity
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
The road ahead for equitiesOctober 17, 2024 -
Global Equities
Five growth themes for the next five yearsOctober 15, 2024 -
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 -
Global Equities
The future of global equitiesJuly 29, 2024 -
Election
US election watch: A November to rememberJuly 29, 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 -
Election
Quick take: Mexico’s presidential electionsJune 10, 2024 -
Fixed Income
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Election
Quick take: India’s general electionsJune 6, 2024 -
Fixed Income
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Fixed Income
Investment grade credit – focus on the idiosyncraticMay 13, 2024 -
Election
US Election 2024: What investors need to knowMay 6, 2024 -
Manufacturing
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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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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 -
Fixed Income
High yield - an evolving opportunityMarch 28, 2024 -
Election
US election check in: what to watch in the coming monthsMarch 27, 2024 -
Election
The year of EM electionsMarch 21, 2024 -
Japan
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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 -
Fixed Income
A dovish Fed could unlock opportunity, some caution warrantedJanuary 24, 2024 -
Fixed Income
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Fixed Income
Compelling opportunity to add high-quality global rates exposureJanuary 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 -
China
Is China’s economy following in the footsteps of Japan?January 10, 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
Latest Articles
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Global Equities
Stock market outlook: AI leads a broadening marketDecember 6, 2024 -
Politics
Economic outlook: Global growth dependent on a resilient USNovember 25, 2024 -
Global Equities
What Trump’s win could mean for banks, autos and luxury goodsNovember 18, 2024 -
Election
Trump’s victory signals major policy shifts aheadNovember 7, 2024 -
Asset Allocation
Have investors missed the rally in stocks and bonds?November 4, 2024 -
Election
What to expect between Election Day and the inaugurationOctober 25, 2024 -
ESG
The Rise of AI and ESGOctober 24, 2024 -
Interest Rates
Where to invest as interest rates declineOctober 20, 2024 -
Equity
Multinational companies can thrive in tough timesOctober 18, 2024 -
Equity
Four AI bottlenecks could bolster old-economy companiesOctober 14, 2024 -
World Markets Review
Rate cuts fuel market rally: Q3 roundupOctober 9, 2024 -
Equity
Welcome to the Benjamin Button economySeptember 30, 2024 -
Interest Rates
The Fed just cut interest rates. Now what?September 23, 2024 -
U.S. Equities
Has stock market concentration reached a tipping point?September 15, 2024 -
Interest Rates
US economy poised for a soft landing. What comes next?September 3, 2024 -
U.S. Equities
Three investment ideas from second quarter earningsAugust 26, 2024 -
Market Volatility
Five views on tumbling marketsAugust 6, 2024 -
Utilities
Three reasons utilities could be the next growth sectorAugust 1, 2024 -
Long-Term Investing
What’s your investment edge?July 28, 2024 -
Artificial Intelligence
AI fever: Has it gotten too hot?July 11, 2024 -
World Markets Review
Stocks rally on AI enthusiasm: Q2 roundupJuly 11, 2024 -
Long-Term Investing
Midyear Outlook 2024: the new reality of investingJune 19, 2024 -
Global Equities
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Stock
Economic outlook: US powers global growthJune 3, 2024 -
U.S. Equities
Three investment ideas from earnings seasonMay 24, 2024 -
Dividends
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ESG
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Health Care
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Interest Rates
What if the Fed doesn’t cut interest rates this year?April 26, 2024 -
ESG
Materiality is the foundation of our ESG approachApril 16, 2024 -
Artificial Intelligence
Separating AI hype from investment opportunityApril 15, 2024 -
ESG
Monitoring corporates against third-party ESG data providersApril 12, 2024 -
World Markets Review
Global stocks stage broad-based rally: Q1 roundupApril 11, 2024 -
Technology & Innovation
The Long View: Four megatrends to watchApril 9, 2024 -
Fixed Income
Key role for high yield in income-seeking portfoliosMarch 28, 2024 -
ESG
Feast of opportunities: Six future food trendsMarch 21, 2024 -
Demographics & Culture
How population decline could upend the global economyMarch 15, 2024 -
Election
Three mistakes investors make during election yearsMarch 8, 2024 -
Emerging Markets
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ESG
Weather watch: Four sectors feeling the force of natureFebruary 19, 2024 -
Long-Term Investing
What’s right with the world?February 16, 2024 -
Election
Four things to watch ahead of the US electionsFebruary 9, 2024 -
Global Equities
Rob Lovelace on what’s in store for 2024January 25, 2024 -
Long-Term Investing
5 keys to investing in 2024January 12, 2024 -
Markets & Economy
The US avoided recession last year. What comes next?January 5, 2024 -
Outlook
Outlook 2024: Prepare for changes in the investing climateDecember 14, 2023 -
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
Fed’s 2% inflation target could be delivered earlyOctober 26, 2023 -
Fixed Income
Not all high yield is created equalOctober 20, 2023 -
United States
US government debt: We need to talkOctober 12, 2023 -
World Markets Review
Stocks and bonds stumble on rising rates: Q3 roundupOctober 10, 2023 -
ESG
How are style and inflation risks influencing ESG investors?October 9, 2023 -
Fed
As the Fed pauses, what’s next for inflation and rates?September 21, 2023 -
Asset Allocation
As rate hikes near end, historic investor opportunity may beginSeptember 15, 2023 -
Market Volatility
Guide to recessions: Nine things you need to knowSeptember 11, 2023 -
Fixed Income
Unlock income opportunities across key credit sectorsSeptember 1, 2023 -
Bonds
Four high-income seeking investment strategies for a high-rate worldSeptember 1, 2023 -
Markets & Economy
Risks of bad breadth: Market concentration in five chartsAugust 24, 2023 -
Long-Term Investing
Five investing mistakes to avoidAugust 21, 2023 -
Bonds
Four lessons from 50 years of bond investingAugust 11, 2023 -
Market Volatility
US economy hit by rolling recessionAugust 3, 2023 -
Market Volatility
Guide to stock market recoveriesJuly 21, 2023 -
India
Will India be the breakout emerging market this decade?July 18, 2023 -
Global Equities
Can this stock market rally continue?July 17, 2023 -
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
Debt ceiling showdown: Should investors worry?April 21, 2023 -
World Markets Review
Markets rally despite bank scare: Q1 roundupApril 14, 2023 -
Artificial Intelligence
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Market Volatility
What the SVB collapse means for investorsMarch 23, 2023 -
Utilities
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Markets & Economy
10 investment themes for 2023March 8, 2023
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