Medical miracle: Health care innovation saves the world
by Laura Nelson Carney, equity investment analyst, Richmond Wolf, portfolio manager/investment analyst, Capital International Asset Management COVID-19 vaccines…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
How to talk to clients about Bitcoin
by Barbara Burtin, equity investment analyst, Douglas Upton, equity investment analyst, Alan Wilson, portfolio manager, Capital International Asset…
The future of ESG investing depends on deep analysis
by Frank Beaudry, equity investment analyst Matt Lanstone, ESG head of research and investing David Polak, investment director,…
Value or growth? Both, says veteran portfolio manager
by Martin Romo, equity portfolio manager Value investing has overtaken growth early in 2021. Portfolio manager Martin Romo…
Semiconductors could be the new oil: Here’s why
Two of our analysts see semiconductors powering the next decade of global growth in an increasingly data-hungry world.…
The coming M&A wave: 5 key questions answered
by David Daigle, fixed Income portfolio manager, Scott Sykes, fixed income portfolio manager, and Greg Wendt, equity portfolio…
3 pillars of Canada’s business model and their impact on bonds
by Thomas Reithinger, Fixed Income Portfolio Manager, Capital International Asset Management How is Canada’s business model faring? Thomas…
These 3 laws drive innovation and investment opportunity
by Kaitlyn Murphy, Equity Analyst, Isaac Sudit, Equity Analyst, and Rich Wolf, Manager/Invesetment Analyst, Capital Group Three laws…
How “creative destruction at light speed” impacts bonds
by Jim Mullaly, Portfolio Manager, Capital Group There’s a silver lining to the government-imposed government shutdowns: “Creative Destruction…
Bobby Hull, Canadian Club and bonds: Reflections on 4 decades of investing
by Jim Mullaly, Portfolio Manager, Capital Group After more than four decades in global bond markets, Jim Mulally…
Beyond Tesla: Electric cars shift into the fast lane
by Chris Buchbinder, equity portfolio manager, Wenjie Ge, equity investment analyst, Kaitlyn Murphy, equity investment analyst, Capital Group…
The world in 2030: investing for the next decade
by Jody Jonsson and Martin Romo, Equity Portfolio Manager, Capital Group Our portfolio managers share seven predictions on…
5 reasons why EM equities could power ahead in 2021
by Kent Chan, Victor Kohn, F. Chapman Taylor, Capital Group Has the tide finally turned for emerging markets…
5 keys to investing in 2021
by Mark Casey, Jared Franz, and Jody Jonsson, Capital Group Last year was like no other as COVID-19…
What lies ahead for the U.S. economy?
Capital Group economist Darrell Spence discusses what may be in store for the U.S. economy and stock market…
