Insights | Capital Group

Aerospace

Air travel is taking off again

May 12, 2022
Finance & Banking

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

May 31, 2023
Health Care

Is technology man’s best medicine?

February 22, 2024

Matt Reynolds
Fixed Income

Emerging markets debt: Stable macro backdrop fuels emerging markets

July 21, 2023
Currencies

The pros and cons of Bitcoin

January 4, 2022
Emerging Markets

Emerging market debt: an active approach

April 18, 2023

Jeremy J.W. Cunningham
Market Volatility

Courage! We have been here before

November 17, 2022
Emerging Markets

Can a weakening US dollar catalyse an emerging market decade?

June 6, 2023

Natalya Zeman
Market Volatility

When short term pain can bring long term gains

October 6, 2022

Flavio Carpenzano
Fixed Income

Three reasons why we prefer investment grade credit to US Treasuries

November 30, 2023

Flavio Carpenzano
Fixed Income

A dovish Fed could unlock opportunity, some caution warranted

January 24, 2024
United Kingdom

UK equities: value opportunity or value trap?

August 8, 2023
Fixed Income

Capital Ideas - 2022 Fixed Income Outlook with Peter Becker

February 4, 2022

Peter Becker
Fixed Income

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

July 5, 2022

Rob Neithart
Economic Indicators

Economic outlook: Mild recession, strong recovery

June 2, 2023
Bonds

EMs with stronger fundamentals should see inflows

January 25, 2023

Peter Becker
Fixed Income

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

January 23, 2023
Market Volatility

Investing amid exacerbating inflationary pressures

April 22, 2022
Emerging Markets

10 trends reshaping the future of emerging markets

September 15, 2021

Valeria Vine
Fixed Income

Focus on finding idiosyncratic opportunities at the company and sector level

January 24, 2024
India

Can India take advantage of growing China Plus One strategy?

March 27, 2023
Bonds

A framework for navigating uncertainty

January 30, 2023
Equity

Leaning into uncertainty – Time to reconsider equity markets?

September 20, 2023
Fixed Income

EM rate cuts on the horizon as inflation trends down

June 28, 2023

Peter Becker
Fixed Income

Research, collaboration and consistency: Capital Group’s fixed income philosophy

June 27, 2023
Health Care

Investing in the fight against a worsening obesity epidemic

November 23, 2022
Market Volatility

Commodity prices drive differentiation within EMD

March 15, 2022

Kirstie Spence
Fixed Income

EMD outlook 2024: Navigating a bifurcated universe

January 3, 2024

Robert Burgess
Health Care

Is there a cure for weakness in Chinese health care stocks?

October 31, 2022
Fixed Income

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

April 10, 2023

Keiyo Hanamura
Market Volatility

Biden and Europe walk energy tightrope

March 3, 2022

Talha Khan
Market Volatility

The West is united

March 3, 2022

John Emerson
ESG

Five perspectives on ESG in bond investing

February 15, 2023
Global Equities

Rob Lovelace on what’s in store for 2024

January 25, 2024

Rob Lovelace
Market Volatility

Q&A: Investing amid geopolitical uncertainty

April 6, 2022
Equity

Equity investing in an inflationary environment

August 11, 2022

Christophe P. Braun
Fixed Income

Charting the road ahead for fixed income

December 14, 2023
Equity

China: What could drive its markets in 2023

January 27, 2023
Equity

Investing in a cloud-powered world

October 13, 2021
Fixed Income

Fixed Income Perspectives

July 27, 2022
Equity

Why research is critical when it comes to China investing

September 16, 2022

Andrew Lee
European Equity

Investing in growing opportunities in Europe

January 20, 2022
Economic Indicators

Why the next economic recovery may be stronger than expected

April 28, 2023

Jared Franz
ESG

How ESG monitoring can enhance sovereign bond investing

October 17, 2023

Claire Zeigler
Fixed Income

Compelling opportunity to add high-quality global rates exposure

January 24, 2024
Fixed Income

How to think about bonds in this new world
Market Volatility

U.S. defense scenario analysis

March 8, 2022

Shane Fogarty
Fixed Income

Quick take: India bond index inclusion

September 25, 2023

Kirstie Spence
Emerging Markets

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

February 28, 2022

Kirstie Spence
Emerging Markets

Nearshoring: Wall Street buzzword or structural tailwind?

May 31, 2023
Fixed Income

What will be the key factors driving EM debt in 2021?

February 22, 2021

Luis Freitas de Oliveira
Equity

Capital Ideas - Equity Outlook for 2022 with Julie Dickson

February 4, 2022

Julie Dickson
Election

Brazil presidential election outcome

November 8, 2022

Thomas Kontchou
Equity

A growth and income approach to investing in Europe

July 27, 2022
Fixed Income

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

July 21, 2023
Fixed Income

Yields remain attractive as some EMs pivot on policy

October 19, 2023
Fixed Income

Fixed Income Perspectives

April 28, 2022
Fixed Income

Fixed Income Perspectives Q1 2024

January 24, 2024
Federal Reserve

As the Fed moves into action, bond portfolios need agility

March 31, 2022

Pramod Atluri
Equity

World markets review - Third quarter 2022

October 11, 2022
Equity

The strengthening case for investing in Asia

March 16, 2021

Julie Dickson
Federal Reserve

Quick take: Fed strikes measured tone as hiking cycle resumes

July 27, 2023
Active Management

2022 Midyear Outlook report

July 21, 2022

Rob Lovelace
Europe

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

December 16, 2021

Robert Lind
Market Volatility

Energy price stabilization largely depends on sanctions

March 3, 2022

Przemek Nowak
Long-Term Investing

What’s right with the world?

February 16, 2024
Multi-Asset

Capital market assumptions - February 2023

February 28, 2023
United States

US government debt: We need to talk

October 12, 2023

Darrell Spence
Federal Reserve

Quick Take: Bond yields likely to remain higher for longer as Fed stands firm

November 3, 2023
Fixed Income

Local currency EMD – Why it might be time to reconsider an active allocation

September 8, 2023
Market Volatility

Asian banks: end of Fed hiking could be key

March 17, 2023

Rahul Sadiwala
World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup

October 10, 2023
Health Care

Health care: a sector under the weather?

February 29, 2024
Currencies

Global outlook: all eyes on where US inflation lands

September 30, 2022

Jens Sondergaard
Equity

World Markets Review - Fourth Quarter 2021

January 12, 2022
Markets & Economy

Quick take: Five insights on Fed policy after the latest rate hike

December 15, 2022
Equity

Small-cap stocks: 7 opportunities to watch in 2024

February 12, 2024
Fixed Income

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

August 29, 2023

Haran Karunakaran
Market Volatility

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

October 31, 2022
Equity

Tomorrow’s innovation, today’s opportunities

January 7, 2024
Fixed Income

Look to credit opportunities amid bond market rout

June 17, 2022
Global Equities

Can this stock market rally continue?

July 17, 2023
Fixed Income

Can investment-grade credit provide resilience amid uncertainty

September 21, 2023
Market Volatility

How to handle market declines

February 11, 2022
Fixed Income

Go global for higher income

September 14, 2023

Edward Harrold
Fixed Income

European market outlook: Clouds on the horizon

March 27, 2023

Elaine Lin
Fed

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

November 8, 2022
Fixed Income

Fixed income at Capital Group targets predictable outcomes

January 18, 2023

Mike Gitlin
Central Banks

History lessons for Europe's central bankers

January 23, 2024

Robert Lind
Fixed Income

Fixed Income Perspectives April 2023

April 24, 2023
China

How to think about investing in China today

April 7, 2022
Equity

The changing face of trade: idea-driven companies come to the fore

November 7, 2023
Currencies

Downturn in the US financial cycle may be near

May 20, 2022

Jens Sondergaard
Market Volatility

Is there opportunity in this stock market volatility?

January 27, 2022
Long-Term Investing

Five investing mistakes to avoid

August 21, 2023
Equity

Japan: Will reforms further unlock stock valuations?

September 8, 2023
Market Volatility

Views on the collapse of SVB Financial

March 14, 2023
Long-Term Investing

5 keys to investing in 2024

January 12, 2024
Artificial Intelligence

Has artificial intelligence reached a commercial tipping point?

April 6, 2023
Fixed Income

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

June 16, 2022
Bonds

What will you do with extra cash as the Fed changes course?

May 12, 2023
Finance & Banking

In the money: Financial exchanges hit the sweet spot

January 10, 2021
Fixed Income

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

April 24, 2023
Market Volatility

3 views on the Russia-Ukraine conflict

March 8, 2022
ESG

How are style and inflation risks influencing ESG investors?

October 9, 2023
Equity

The new normal for equities in 2024

November 23, 2023

Winnie Kwan
Election

Four things to watch ahead of the US elections

February 9, 2024
Market Volatility

U.S. economy faces heightened inflation risk

March 3, 2022

Darrell Spence
Bonds

Four lessons from 50 years of bond investing

August 11, 2023
Market Volatility

Relative value in EM local markets

May 13, 2022

Kirstie Spence
Technology & Innovation

Storm cloud: Look past turbulence in US software stocks

February 7, 2022
Trade

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

February 6, 2024
Fixed Income

Bond outlook: Fed pause leaves many paths to income potential

June 16, 2023
Market Volatility

The lowdown on inflation in the US and Europe

April 29, 2022
Central Banks

The economy in 2023: Where we differ from market consensus

January 3, 2023
Fixed Income

Emerging markets debt: Starting yields lift return potential

April 24, 2023
Japan

Uniquely Japan: Navigating Asia's largest advanced economy

September 1, 2022
Market Volatility

Invasion of Ukraine could mark turning point for cybersecurity

March 8, 2022

Julien Gaertner
U.S. Equities

U.S. markets outlook for 2023

December 12, 2022
Equity

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

November 23, 2023
Macro insights: Yields attractive, though headwinds to growth loom

October 20, 2022
Federal Reserve

Quick take: Bank failures push Fed to proceed with caution

March 23, 2023
Fixed Income

Navigating dark clouds across emerging markets debt

October 27, 2022
Bonds

Debt ceiling showdown: Should investors worry?

April 21, 2023
Bonds

Bond market outlook: Prospects brighten as Fed slows hikes

December 16, 2022
Market Volatility

Guide to recessions: Nine things you need to know

September 11, 2023
China

Five outcomes from 20th Chinese Communist Party Congress

November 8, 2022

Kent Chan
Emerging Markets

Friendshoring brings industrial-sized investment opportunity

March 1, 2024
Market Volatility

Russia-Ukraine conflict: The geopolitical and economic impact

March 10, 2022
Market Volatility

When will the bear market end?

September 29, 2022
Fixed Income

Four roles your bond portfolio should play

September 23, 2022

Flavio Carpenzano
Health Care

Today’s investment potential for tomorrow’s tech-led health care sector

January 24, 2024
Global Equities

Stock market outlook: Broader opportunities emerge

June 9, 2023
Market Volatility

Russia-Ukraine conflict threatens global economy

February 25, 2022

Robert Lind
ESG

Helping complete the research ‘puzzle’ with ESG integration

August 31, 2023

Jayme Colosimo
Equity

The persistence of dividend growers

July 8, 2022

Grant L. Cambridge
ESG

Weather watch: Four sectors feeling the force of nature

February 19, 2024
Market Volatility

EU policymakers may look to mitigate economic shock

March 3, 2022

Robert Lind
Asset Allocation

As rate hikes near end, historic investor opportunity may begin

September 15, 2023

Mike Gitlin
Market Volatility

A focus on inflation

June 14, 2022
Global Equities

Four trends could power an industrial renaissance

January 20, 2023
Central Banks

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

June 15, 2023
Fixed Income

Fixed Income Perspectives October 2022

October 25, 2022
Market Volatility

Quick take: Britannia unhinged

October 25, 2022

Robert Lind
Fixed Income

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

January 17, 2024

Pramod Atluri
World Markets Review

Markets rally on rate cut expectations: Q4 roundup

January 10, 2024
Politics

Will the war in Ukraine outlast European unity?

August 24, 2022

Talha Khan
Japan

Japan outlook: The road to sustainable wage growth

June 30, 2023

Anne Vandenabeele
Politics

Quick take: Austerity deferred in the UK

November 21, 2022

Robert Lind
Outlook

Stock market outlook: Time for diversification

December 7, 2023
Markets & Economy

Risks of bad breadth: Market concentration in five charts

August 24, 2023

Steve Fox
Japan

Kishidanomics: Propelling Japan towards the digital future

January 28, 2022

Christophe P. Braun
Technology & Innovation

5 things to know about the future of semiconductors

December 1, 2022

Shailesh Jaitly
World Markets Review

World markets review - Fourth quarter 2022

January 13, 2023
outlook

2023 Midyear Outlook report

June 22, 2023
Fixed Income

Focus on finding idiosyncratic company and sector opportunities

October 18, 2023
Fixed Income

EMD quarterly review Q1 2023

April 27, 2023
Market Volatility

Implications of Russia’s expulsion from major indices

March 4, 2022
Fixed Income

Unlock income opportunities across key credit sectors

September 1, 2023
ESG

Rob Lovelace on Capital Group’s ESG philosophy

February 22, 2023
Markets & Economy

Is the spike in commodity prices sustainable?

March 24, 2022
Fixed Income

Not all high yield is created equal

October 20, 2023

Flavio Carpenzano
Multi-Asset

Are 60-40 portfolios set for a comeback?

February 16, 2023

Julie Dickson
Outlook

European economy growing despite headwinds

June 13, 2022
Fixed Income

Unearthing opportunities in Asian credit markets

October 27, 2022
Interest Rates

Is the era of easy money coming to an end?

April 21, 2022
Equity

Taking a new perspective on global investing, for 50 years

April 4, 2023
ESG

Pandemic, war and climate change sharpen focus on ESG

May 18, 2022

Jessica Ground
Long-Term Investing

Taking a long-term view

November 16, 2022
Fixed Income

How global corporate bonds can improve outcomes for UK investors

October 2, 2023
Inflation

Fed’s 2% inflation target could be delivered early

October 26, 2023

Jared Franz
Europe

ECB faces tough choices as it prepares to raise rates

July 19, 2022

Robert Lind
Market Volatility

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

April 4, 2022

Robert Lind
Fixed Income

Fixed Income Perspectives Q3 2023 outlook

July 21, 2023
China

My investment lessons from 40 years in China

April 13, 2022

Steve Watson
Fed

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

September 21, 2023
Emerging Markets

Does the EM debt repricing present a good entry point?

May 5, 2022

Harry Phinney
Fixed Income

5 reasons to invest in US high yield

September 30, 2022
Fixed Income

Navigating the foggy road to normal

May 19, 2022

Mike Gitlin
Trade

Reshoring supply chains: What does it mean for investors?

February 10, 2023
Energy

5 trends driving energy markets in 2023

February 23, 2023
Stock

Globalisation: the reports of its demise are greatly exaggerated

May 25, 2022
Fixed Income

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

September 3, 2024

Haran Karunakaran
Demographics & Culture

How population decline could upend the global economy

March 15, 2024

Jared Franz
Dividends

Rotating into dividends in an inflationary world

April 20, 2022
United States

Is the US already in a recession?

August 5, 2022
Fixed Income

Outlook for credit sectors

May 11, 2023

Damien McCann
Fixed Income

Hard and local currency bonds provide different routes to returns

March 14, 2024

Jeremy J.W. Cunningham
Technology & Innovation

The future of media: Game on!

February 17, 2022
China

How demographic challenges are shaping the China investment

January 17, 2022

Andrew Lee
Fixed Income

Planning for long term success in emerging market debt

October 11, 2023

Kirstie Spence
Outlook

Outlook 2024: Prepare for changes in the investing climate

December 14, 2023
Bonds

Will the US dollar continue to weaken?

April 14, 2023
Inflation

Is high inflation the ultimate pandemic distortion?

September 29, 2022
Trade

Supply chain shifts signal reglobalisation

June 20, 2022
Dividends

Dividends: Building resilience in a new market reality

November 10, 2022
Markets & Economy

The US avoided recession last year. What comes next?

January 5, 2024
Market Volatility

ECB hikes rates but financial instability clouds outlook

March 17, 2023

Robert Lind
Market Volatility

Q&A on Russian debt

March 17, 2022

Robert Burgess
Fixed Income

EMD outlook for 2023: local currency yields offer protection in volatile conditions

December 1, 2022
Markets & Economy

New reality for investors: 5 big trends changing markets

November 3, 2022

Jody Jonsson
Inflation

The case for a higher-inflation regime

May 3, 2023

Robert Lind
Bonds

Why should you consider owning bonds now?

June 27, 2022
Fixed Income

Is the long-term case for emerging market debt still intact?

March 31, 2023
Market Volatility

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

October 31, 2022
Market Volatility

Financial cycles peaking: expect distress ahead?

April 11, 2023

Jens Sondergaard
Fixed Income

Opportunities in US high-yield credit

June 15, 2023

Shannon Ward
World Markets Review

World markets review —Second quarter 2023

July 12, 2023
Fixed Income

Global investment grade corporate bonds: a sector for all seasons

September 21, 2023
Market Volatility

Why we think the Fed is still behind the curve

March 17, 2022
Central Banks

Q&A with Andrew Cormack

January 17, 2022

Andrew Cormack
Outlook

Rob Lovelace on all-weather investing

June 30, 2022

Rob Lovelace
ESG

Investors look for more innovation in ESG solutions

November 2, 2022
Fixed Income

European interest rates: Increased dispersion presents opportunities

January 23, 2023
Market Volatility

Braving bear markets: 5 lessons from seasoned investors

September 30, 2022
Fixed Income

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

February 23, 2023

Damir Bettini
Market Volatility

What the SVB collapse means for investors

March 23, 2023
European Equity

Europe: Near term headwinds, long term tailwinds

December 6, 2023

Anita Patel
Currencies

How long might the dollar rally last?

August 11, 2022

Jens Sondergaard
Fixed Income

China reopening should benefit parts of EM Asia

February 24, 2023
Europe

2023 Outlook: European energy demand picture could spell milder recession

December 7, 2022

Robert Lind
Emerging Markets

Emerging markets and rising US interest rates

June 1, 2022
Fixed Income

Fixed Income Perspectives January 2022

January 24, 2022
Markets & Economy

10 investment themes for 2023

March 8, 2023
ESG

Materiality is the foundation of our ESG approach

April 16, 2024

Seema Suchak
Election

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

September 15, 2022
Equity

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

October 28, 2022
Market Volatility

Staying the course

February 28, 2022
U.S. Equities

3 views on the future of growth investing

February 24, 2023
Economic Indicators

Economic outlook: A mixed picture for global growth in 2024

December 4, 2023
Politics

Capital Ideas - Macro Outlook for 2022 with Robert Lind

February 4, 2022

Robert Lind
Equity

Emerging markets: Positive signs even as China slows

October 24, 2023
Japan

Japan: forging economic resilience amid global headwinds

January 5, 2023

Anne Vandenabeele
Election

Three mistakes investors make during election years

March 8, 2024
Eurozone

The return of the European consumer

February 21, 2022

Robert Lind
Markets & Economy

Quick take: Seven questions around recession in Europe

January 30, 2023

Robert Lind
Fixed Income

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

November 3, 2023
Portfolio Construction

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

November 20, 2023
Fixed Income

Attractive opportunity to add duration in non-USD rates

October 19, 2023
Market Volatility

Recession watch: lessons from history and key economic indicators

September 13, 2022
Market Volatility

The Russia-Ukraine war could cast a meaningful economic shadow

March 3, 2022
Global Equities

Rob Lovelace on the year ahead

January 13, 2022

Rob Lovelace
Fixed Income

Quick take: Presidential elections in Turkey

May 31, 2023

Robert Burgess
China

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

January 10, 2024

Anne Vandenabeele
Fixed Income

Income as the anchor of a portfolio amid volatility

July 21, 2022

Flavio Carpenzano
Fixed Income

Navigating Uncertainty 2.0 - Are bonds in the sweet spot?

June 13, 2023
Outlook

Outlook for equities: Time to pursue all-weather investing

June 20, 2022
Fixed Income

The case for investment grade corporate bonds

September 14, 2022
Fixed Income

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

July 5, 2022
Market Volatility

Impact of the Russia-Ukraine conflict on European banks

March 3, 2022

Matteo Merlo
Fixed Income

Macro insights: Resilient growth buoys markets, but risks elevated

July 21, 2023
Artificial Intelligence

AI and the new tech megacycle

July 27, 2023
Equity

Where next for equity valuations? The AI effect

September 29, 2023

Beth Beckett
Market Volatility

Q&A: impact of the Russia-Ukraine conflict on emerging market debt

March 21, 2022
Retirement

Retirement is changing

April 27, 2022

Philip May
Fixed Income

Asian fixed income: Careful navigation required

November 16, 2022
Artificial Intelligence

Decoding the AI opportunity

January 13, 2024

Steven Smith
Fixed Income

When one plus one equals more than two

February 22, 2022

Rob Neithart
Japan

Revitalising an undervalued market: is Japan finally prioritising shareholders?

November 15, 2023
Fixed Income

Fixed Income Perspectives January 2023

January 24, 2023
ESG

Smoke and mirrors in ESG metrics – Jess Ground presents at the FT Moral Money Summit

May 18, 2022

Jessica Ground
Fixed Income

Securitised credit: A useful diversifier in bond portfolios

December 7, 2022

Xavier Goss
Fixed Income

Fixed Income Perspectives Q4 2023

October 19, 2023
Fixed Income

The role of fixed income

March 31, 2022

Flavio Carpenzano
Fixed Income

Why diversify your bond portfolio?

January 26, 2023
Market Volatility

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

March 16, 2023

Timothy Ng
India

Will India be the breakout emerging market this decade?

July 18, 2023
ESG

Introducing our approach to investment stewardship

May 6, 2022
Market Volatility

Guide to stock market recoveries

July 21, 2023
Federal Reserve

Quick take: Optimistic Fed not declaring victory over inflation

February 6, 2023

Tom Hollenberg
Long-Term Investing

Rob Lovelace shares his view on the current bear market

February 3, 2023

Rob Lovelace
Market Volatility

European bank sell-off hard to reconcile with fundamentals

March 16, 2023

Anita Patel
ESG

Our ESG framework builds on 90 years of research legacy

April 16, 2024

Jessica Ground
Federal Reserve

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

June 19, 2023

Jared Franz
U.S. Equities

Big Tech turnaround: Can it continue?

May 30, 2023
Emerging Markets

Supportive backdrop for EM currencies remains despite waning carry trade.

September 19, 2023

Jens Sondergaard
Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism

September 30, 2022
Fixed Income

Investment Grade Credit – taking stock

March 13, 2024
Fixed Income

Can the banks deliver for investors in 2024?

February 7, 2024
Fixed Income

Investing in fixed income during a hiking cycle

February 22, 2022

Keiyo Hanamura
Market Volatility

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

April 24, 2023
Market Volatility

Impact of the rise in commodity prices on EM equities

March 7, 2022

Martyn Hole
Fixed Income

Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop

January 23, 2023
Japan

Yen's plummet puts Bank of Japan in a bind

July 20, 2022

Anne Vandenabeele
Bonds

Rising yields put bond markets back on a road to normal

September 6, 2022

Mike Gitlin
Outlook

Bond outlook: What to know as Fed fears hit markets

June 21, 2022
Fixed Income

The pursuit of consistent income streams

November 10, 2022

Damien McCann
Fixed Income

How vulnerable is EM debt to volatility spillovers?

March 27, 2023

Kirstie Spence
World Markets Review

Markets rally despite bank scare: Q1 roundup

April 14, 2023
Utilities

Three talking points on European utilities: short-term uncertainty versus long-term opportunity

March 16, 2023

Bobby Chada
Global Equities

When volatility is rising, boring is beautiful

May 3, 2022
Market Volatility

US economy hit by rolling recession

August 3, 2023
Fixed Income

Credit investing amid heightened market volatility

June 22, 2022

Peter Becker
ESG

Beyond the headlines: Five ESG investment perspectives

April 28, 2023

Jayme Colosimo
ESG

Monitoring corporates against third-party ESG data providers

April 12, 2024
Equity

Can dividends offer resilience throughout the cycle?

September 26, 2022

Nisha Thakrar
Fixed Income

Global corporate bonds 2022 outlook

January 17, 2022

Peter Becker
Dividends

Dividend growers: The secret sauce of sustainable growth

December 13, 2022
China

How demographic challenges are shaping the China investment story

February 1, 2022

Andrew Lee
Fixed Income

2023 Outlook: Emerging market local currency yields offer protection in volatile conditions

November 30, 2022
Fixed Income

Kirstie Spence: three exciting things about EMD

July 26, 2023

Kirstie Spence
Inflation

Pricing power can help companies fight inflation

October 28, 2021

Diana Wagner
Fixed Income

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

October 21, 2022

Matt Miller
Election

The year of EM elections

March 21, 2024

Talha Khan
ESG

Feast of opportunities: Six future food trends

March 21, 2024
Election

US election check in: what to watch in the coming months

March 27, 2024
Japan

Japan: Is the long shadow of the 1980s bubble finally behind us?

March 21, 2024
Federal Reserve

Quantitative tightening: Where does it go from here?

March 28, 2024

Tom Hollenberg
Technology & Innovation

The Long View: Four megatrends to watch

April 9, 2024
World Markets Review

Global stocks stage broad-based rally: Q1 roundup

April 11, 2024
Equity

5 reasons why equities could defy the odds

March 21, 2024
Fixed Income

Key role for high yield in income-seeking portfolios

March 28, 2024
Fixed Income

High yield - an evolving opportunity

March 28, 2024
Artificial Intelligence

Separating AI hype from investment opportunity

April 15, 2024
Fixed Income

Fixed Income Perspectives Q2 2024

April 15, 2024
Fixed Income

Compelling opportunity to add high-quality global rates exposure

April 15, 2024
Fixed Income

Looking for reliable income? Consider a multi-sector approach

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Ahead of the curve: Resilience amid divergence

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ESG

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Valuations are expensive, but may have staying power

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Interest Rates

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

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US Election 2024: What investors need to know

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Fixed Income

Mixed results amid healthy fundamentals

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Manufacturing

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

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Fixed Income

Investment grade credit – focus on the idiosyncratic

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Dividends

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

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Fixed Income

Attractive opportunities remain across 4 key credit markets

October 17, 2022
Stock

Economic outlook: US powers global growth

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Fixed Income

Unleashing the potential: Navigating local currency EMD with active management

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Global Equities

Stock market outlook: Three themes for a broadening market

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Fixed Income

Why credit markets can keep running strong

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Election

Quick take: India’s general elections

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Election

Quick take: European parliamentary elections

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Fixed Income

A multi-sector approach for reliable income

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Election

Quick take: Mexico’s presidential elections

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Long-Term Investing

Midyear Outlook 2024: the new reality of investing

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Fixed Income

Frontier markets: select opportunities in local bonds

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Robert Burgess
Emerging Markets

Emerging markets equities: What does the future hold?

July 2, 2024
Election

Quick take on French and UK parliamentary elections

July 9, 2024
World Markets Review

Stocks rally on AI enthusiasm: Q2 roundup

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Election

Following key elections, where is Europe headed?

July 10, 2024
Fixed Income

Capturing opportunities in emerging markets with local currency bonds

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Fixed Income

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

June 27, 2024
Automotive

Can China continue its EV dominance?

July 1, 2024

Jason Zhang
Fixed Income

Fundamental research edge: Bottom-up opportunities in IG credit

April 12, 2024
U.S. Equities

Three investment ideas from earnings season

May 24, 2024
Artificial Intelligence

AI fever: Has it gotten too hot?

July 11, 2024

Chris Buchbinder
Macro Brief

Will the US fiscal deficit lead to a dollar decline?

July 12, 2024

Jens Sondergaard
Fixed Income

Mixed results in emerging market debt with central banks less accommodative

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Fixed Income

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

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Fixed Income

Finding idiosyncratic opportunities in investment grade corporates

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Fixed Income

Fixed Income Perspectives Q3 2024

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Equity

Beyond China: exploring Asia's equity landscape

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Long-Term Investing

What’s your investment edge?

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Mark Casey
Global Equities

The future of global equities

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Bonds

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

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World Markets Review

Rate cuts fuel market rally: Q3 roundup

October 9, 2024
Central Banks

Quicker and more aggressive easing now expected from European Central Bank

October 4, 2024
ESG

Energy transition: Sidelined, stalled or stepping on the gas?

October 14, 2024
Interest Rates

The Fed just cut interest rates. Now what?

September 23, 2024
Election

John Emerson on the US election run in

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Fixed Income

Fixed Income Perspectives Q4 2024

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Equity

Welcome to the Benjamin Button economy

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Jared Franz
Equity

Taking a broader look at Asia: the ASEAN opportunity

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Fixed Income

Impact of US elections on emerging market currencies

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Jens Sondergaard
Equity

Four AI bottlenecks could bolster old-economy companies

October 14, 2024
U.S. Equities

Has stock market concentration reached a tipping point?

September 15, 2024
Equity

The road ahead for equities

October 17, 2024
Interest Rates

Where to invest as interest rates decline

October 20, 2024
Election

US election watch: A November to remember

July 29, 2024
Fixed Income

Unwinding of yen-carry trade presents risks

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Fixed Income

Emerging markets bonds post broad gains

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Portfolio Construction

Building resilient portfolios amid inflation

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Fixed Income

Policymakers to ease to support economic growth and employment

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Election

Trump’s victory signals major policy shifts ahead

November 7, 2024
ESG

The Rise of AI and ESG

October 24, 2024

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Election

What to expect between Election Day and the inauguration

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Utilities

Three reasons utilities could be the next growth sector

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Fixed Income

Thinking beyond the landing

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Japan

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

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Christophe P. Braun
Interest Rates

Fed insights webinar: Post-meeting analysis and market impact

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Global Equities

Five growth themes for the next five years

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Asset Allocation

Have investors missed the rally in stocks and bonds?

November 4, 2024
U.S. Equities

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Global Equities

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

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Market Volatility

Five views on tumbling markets

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Interest Rates

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

September 3, 2024

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Fixed Income

Fixed income markets: When the stars align

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Equity

Decarbonising data centres

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Global Equities

Multinational companies can thrive in tough times

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Fixed Income

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

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Fixed Income

Quick take: Impact of US election results on emerging markets

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Kirstie Spence
Equity

Energy transition: opportunities from the race to net zero

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Matt Reynolds

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