The economy in 2023: Where we differ from market consensus
by Jared Franz, Robert Lind, Stephen Green & Jens Søndergaard, Capital Group The wisdom of crowds can be…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
U.S. market outlook for 2023
by Jared Franz, Martin Romo, Diana Wagner, Capital Group Investors want to know how much longer the pain…
International markets outlook for 2023
by Gerald Du Manoir Equity Portfolio Manager, Jens Søndergaard, Currency Analyst, Lisa Thompson, Equity Portfolio Manager, Capital Group…
Dividends: Building resilience in a new market reality
by Alan Berro, Equity Portfolio Manager, & Will Robbins, Equity Portfolio Manager, Capital Group The market pivot away…
Securitized credit can be an important diversifier in bond portfolios
by Xavier Goss, Portfolio Manager, Capital Group As the risk of recession looms large over financial markets, how…
Guide to Recessions: 9 key things you need to know
by Jared Franz, Economist, & Darrell Spence, Economist, Capital Group How bad will the next recession be? That’s…
5 reasons to invest in high yield
by Shannon Ward, Fixed Income Portfolio Manager, Peter Becker, Investment Director and Flavio Carpenzano, Investment Director, Capital Group…
Is high inflation the ultimate pandemic distortion?
by Julian Abdey, Equity Portfolio Manager, Pramod Atluri, Fixed Income Portfolio Manager, Nick Grace, Equity Portfolio Manager, Capital…
When will the bear market end?
by Darrell Spence, Robert Lind and Jared Franz, Capital Group As stocks and bonds continue to tumble a…
Rising yields put bond markets back on a road to normal
by Mike Gitlin, Head of Fixed Income, Capital Group Rising inflation and slowing global growth are two dominant…
4 reasons health care could lead the next bull market
by Christopher Lee, Investment Analyst, U.S. Pharmaceuticals and Biotechnology, and Diana Wagner, Equity Portfolio Manager, Capital Group Amid…
4 ways to engage and empower women investors
by Lorna Fitzgerald, Senior Manager, Customer Research and Insights, Capital Group We may one day remember the pandemic…
Pandemic, war and climate change sharpen focus on ESG
by Jessica Ground, Global Head of ESG, Capital Group While COVID-19 helped accelerate the ESG agenda, the tragic…
3 ways to prepare for down markets
by Steve Deschenes, Director of Client Research, Capital Group Risk management is critical to portfolio construction, as this…
Braving bear markets: 5 lessons from seasoned investors
by Capital Group (Insights) Stock markets around the world have entered bear territory. In the U.S., the S&P…
