Content (34)

  • 10 Trends shaping the future of Emerging Markets

    Webinar

    10 Trends shaping the future of Emerging Markets

    2021-08-27T07:52:00Z

    The emerging market universe today looks very different to that of the 1990s. Domestic inflationary pressures that were once these countries’ weak points have generally steadily reduced. While government debt has risen, it looks manageable in comparison with the significant rise in the debt levels of developed countries. 

  • What does heightened China risk mean for investors?

    White papers

    What does heightened China risk mean for investors?

    2021-08-25T07:43:00Z

    In July, China’s equity market suffered one of its worst monthly declines in a decade amid escalating regulatory pressures. The steep fall has raised concerns about the risks and outlook for investing in Chinese equities. 

  • Big oil faces big challenges on climate change

    White papers

    Big oil faces big challenges on climate change

    2021-07-28T07:46:00Z

    After surviving a steep collapse in oil prices in 2020, major oil companies are being pressed by louder calls to figure out their contributions to societal goals of net zero emissions by 2050. 

  • Fixed Income Perspectives - July 2021

    White papers

    Fixed Income Perspectives - July 2021

    2021-07-27T15:03:00Z

    Financial markets rallied amid stronger-than-expected recoveries in many parts of the global economy and signs that central banks intend to remain more accommodative than had been widely anticipated earlier in 2021.

  • The future of the financial sector - The analyst view

    White papers

    The future of the financial sector: The analyst view

    2021-07-20T11:03:00Z

    Regulatory and digital disruption have been headwinds to the financial services industry, but tech innovation offers opportunities for both new entrants and incumbents to survive and thrive. 

  • 5 investment lessons from the pandemic era

    White papers

    5 investment lessons from the pandemic era

    2021-07-15T11:14:00Z

    As an investor with more than three decades of experience, the past 16 months stand out in my career as both intensely painful and incredibly instructive. On or about March 23, 2020, the Standard & Poor’s 500 Composite Index and MSCI All Country World Index hit bottom, establishing the fastest bear market in history as the COVID-19 pandemic spread across the globe.

  • Weighing up the cost of ESG bonds

    White papers

    Weighing up the cost of ESG bonds

    2021-07-15T07:49:00Z

    Green, social or sustainable bonds (ESG bonds for the purpose of this article) are an increasingly popular way for fixed income investors to signal that they are taking ESG seriously. But how do they compare to traditional bonds? Is there a “greenium” to investing this way and if so, how can investors avoid paying it?

  • 4 things global financial cycles are telling us

    White papers

    4 things global financial cycles are telling us

    2021-07-08T13:16:00Z

    As much of the global economy climbs out of the pandemic-induced downturn, investors are scrutinising every new economic data point for clues to the outlook for growth and inflation. I think they should also take the 30,000-foot view afforded by financial cycles, which can offer a long-term perspective on the trajectory of an economy. 

  • Market’s view of transitory inflation in the US may be premature

    White papers

    Market’s view of transitory inflation in the US may be premature

    2021-06-17T11:22:00Z

    We have seen an interesting paradox in the markets over the last couple of months: 10-year US Treasury yields and break-even rates on 10-year maturity TIPS (Treasury Inflation-Protected Securities) have moved lower even as inflation has moved meaningfully higher.

  • The future of the financial sector -  the analyst view

    Webinar

    Webinar: The future of the financial sector: the analyst view

    2021-06-16T11:32:00Z

    Join our webinar dedicated to the financial sector that will be held on Wednesday 7 July 2021.  

  • Webinar - 2021 Midyear Outlook

    Webinar

    Webinar: 2021 Midyear Outlook

    2021-06-16T11:07:00Z

    As we approach the mid-point of the year, and now more than a year from the commencement of the global pandemic, it’s time to look to the future with Capital Group senior investment professionals who will offer their views on how to navigate to economic recovery for the global economy and world markets.

  • Big Tech Stocks - How to gauge regulatory risk

    White papers

    Big Tech Stocks: How to gauge regulatory risk

    2021-06-15T13:05:00Z

    When it comes to America’s biggest technology companies, it seems like regulatory risk has never been higher. Most large technology platforms are facing pressure from US and European authorities, while lawmakers on Capitol Hill seem more inclined to doing something — rather than nothing.