Content (336)
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White papersA new phase for Japanese equity investment
Factors such as persistent yen depreciation and short-term, stimulus-oriented fiscal measures have historically played a significant role in shaping valuations and investment styles in Japanese equities. However, signs are emerging that these structural premises are gradually changing.
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White papersHow the Iran war changes the economic outlook
War in Iran has injected new uncertainty into the global economy, reviving concerns that high oil prices could drive inflation up, strain consumer spending and weigh on economic growth.
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WebinarWebinar: The world in 2031 - Megatrends to watch
Watch equity portfolio managers Rob Lovelace and Alan Wilson discuss how advances in AI, drug discovery and industrial innovation could influence everyday life — and what these changes may mean for long-term investors.
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White papersWhy bond investors can’t ignore the AI revolution
AI’s influence on fixed income markets is only just beginning and its eventual effects will become more apparent as time progresses. Even at this point, however, certain things are clear.
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White papersCan growing Chaebol reform in Korea spark an equity market re-rating?
Corporate reform is one of the cornerstone developments outlined as part of what we at Capital Group are calling the Great Global Restructuring. Asian equity markets in particular have faced a persistent challenge over recent years, namely misalignment between controlling shareholders and minority investors.
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White papers3 views on the US-Iran conflict
As war in the Middle East escalates, investors are confronted with the reality of a world that is becoming more dangerous. With markets reacting minute by minute to the news, it is helpful to take a step back and consider events in a broader context. With that in mind, three Capital Group investment professionals offer their assessments of the developing US-Iran conflict.
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White papersHow to spot an AI bubble
If the recent spate of TV ads promoting artificial intelligence sparked a feeling of déjà vu, you’re not alone. Dot-com start-ups in 2000 and cryptocurrency companies in 2022 dominated TV commercials shortly before both suffered epic meltdowns.
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White papersRob Lovelace on the year ahead
As 2026 unfolds, markets are once again climbing a proverbial wall of worry. Trade wars, geopolitical conflicts and fears of a bubble in AI stocks have shaken investor confidence at times, but markets have managed to look past these daunting events and forge ahead. Can this remarkable resilience continue?
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White papersUnleashing the potential: Navigating local currency EMD with active management
EMD has become increasingly appealing to a broader investor base as the asset class has developed. Issuance has increased, thereby improving liquidity.
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White papersHigh Yield: Investing in a transformed credit ecosystem
The structural evolution of the high yield market, driven by a transformed borrower universe, improved liquidity, stronger fundamentals, and a more diverse array of financing alternatives, has reshaped this asset class into something very different from its origins.
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White papersMacro brief: Five questions on the European Central Bank – will it really hike interest rates in 2026?
Given her view that inflation risks in the euro area are higher than expected, economist Beth Beckett suspects it will not be long before the European Central Bank adopts a hawkish bias and she has pencilled in a rate hike in late 2026.
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White papersThe case for Europe
Europe is undergoing one of the most significant economic shifts in its modern history. Faced with geopolitical pressures, persistent security risks and competitive challenges from global peers, the region has begun to reshape its economic model. The emerging picture is one of a continent moving away from the constraints of past austerity and towards a more proactive strategy grounded in investment, industrial renewal and enhanced economic security.
