Content (253)
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White papersUS market is a good proxy for global high yield
While a global approach provides advantages for many fixed income sectors, the benefits are less clear for high yield.
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White papersDigital disruption reshapes financial inclusion
About a quarter of the world’s adults lack access to affordable, quality financial services - but digital disruption is helping bring them into the formal financial system. Financial inclusion allows individuals to save and invest, while also supporting entrepreneurship and business growth. And for investors, these developments are opening the door to varied investment opportunities among banks and nontraditional financial services firms.
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White papersFour scenarios for uncertain markets
There are no facts about the future — this much is certain.
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White papersTariffs: What comes next for stocks, bonds and the dollar?
Given uncertainty around tariff policy, markets will likely continue to gyrate based on the developments of negotiations, along with the evolution of US monetary and fiscal policy.
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White papersGlobalisation isn’t dead. It’s changing.
The latest round of tariffs launched by the US government in early April prompted a wave of criticism from world leaders, including some who say globalisation is now dead. As a global investor for over four decades, I respectfully disagree. Globalisation isn’t dead. It is, however, changing in a significant way.
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WebinarWebinar: Tariff impacts on global markets
Tariffs levied by the Trump administration have sent global markets reeling. Watch portfolio managers Jody Jonsson and Chitrang Purani assess the implications for stocks and bonds.
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White papersWorld markets review — First quarter 2025
Returns for US equities diverged from regional markets as investors weighed the implications of a potential trade war, waning consumer confidence and high valuations in the technology sector. After two years in a row of 20%-plus gains, US stocks entered correction territory, falling roughly 10% in mid-March before recovering some of the losses. European stocks rallied as investors rotated into value-oriented areas of the market.
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White papersTreasury market turmoil: How might the Fed react?
The US Treasury market has come under pressure after President Donald Trump’s sweeping tariff announcements triggered a widespread sell-off in bonds. As policy decisions with deep financial implications are rapidly made and reversed, it is understandable that holders of US assets might feel a sense of unease.
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White papersFixed Income Perspectives Q2 2025
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersFive charts that put market volatility in perspective
President Trump’s tariffs have put market volatility back in the spotlight.
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White papersQuick take on Trump’s tariff pause
President Trump has announced a 90-day truce with most of the international community, reducing tariffs to the baseline rate of 10% for the European Union (EU), Asia (excluding China) and South Africa, among other countries. This is a positive development. Most other major economies, including Latin America, Canada, the UK, and Australia, were already subject to baseline rate tariffs or lower.
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