Investment Insights | Capital Group

Investment Insights

In this issue of Fixed Income Focus, investment specialist Jeremy Cunningham focuses on the stabilising political situation in Europe and how this allows bond investors seeking opportunities in the region to once again focus on fundamentals.

Abenomics continues to take shape in Japan but it remains vulnerable to external shocks. Find out why portfolio manager Seung Kwak thinks there are grounds for optimism as he presents his investment views.

With traditional fixed-income assets offering low yields, investors are searching for higher-income alternatives. Find out how one strategy offers the potential for enhanced income by investing in a blend of emerging market debt and high-yield corporates using a measured investment approach.

Behavioural biases such as loss aversion and herd mentality can skew investors’ decisions and impact returns. How can investors stay focused on their long-term investment goals?

CAPITAL IDEAS

Inside China’s Growth Evolution June 2017

China’s growth trajectory and transition to a consumer economy has broad global implications. Capital Group’s top China-watchers offer their 10-year views from their vantage points in Beijing and Hong Kong.

Europe’s structural issues remain and have affected many investors’ perception of European equities as a whole. Through our company-by-company approach, we find investment opportunities in all asset classes regardless of the broader market’s view.

After eight years, is the economic expansion in the United States nearing an end? Here are 10 charts that illustrate current conditions and indicate where things may be headed.

Oil prices have recovered substantially from their recent lows. Portfolio manager Mike Kerr shares how he was able to recognize and take advantage of the opportunity on behalf of investors.

Goals-based investing appears to be gaining momentum. Find out where it all began and where we think portfolio construction is headed.

Rob Neithart, the Principal Investment Officer for Capital Group Global High Income Opportunities, discusses the expansion of Capital Group’s fixed-income resources and his outlook for the emerging market debt and high-yield markets.

FIXED INCOME FOCUS

High-Yield Bonds and Emerging Markets May 2017

This issue of Fixed Income Focus highlights the potential risks facing the high-yield market and why emerging market debt continues to offer value after the recent rally.

CAPITAL IDEAS

French Elections, Part Deux May 2017

French voters did far more than elect a new president on Sunday. They may have single-handedly restored European Union stability. Learn why.

The nature of globalisation is changing rapidly. How will it influence the investment landscape? Here is our in-depth view on the opportunities this presents..

CAPITAL IDEAS

How to Robot-Proof Your Career May 2017

Are you ripe for robot replacement? Portfolio manager Mark Casey offers career advice for those concerned about the impact of artificial intelligence.

Portfolio manager Noriko Chen believes that even as global growth slows, there are still opportunities for investors. Here are the three areas where she sees potential for growth.

Emerging markets are in the midst of a yearlong rally. Here are eight charts that explain what’s behind it and what could help sustain stock gains in the developing world.

FIXED INCOME FOCUS

Bank Loans and Laddered Portfolios April 2017

In this issue of Fixed Income Focus, we discuss why bank loans may not have a place in your portfolio, and how muni bond funds can offer many potential benefits.

French elections have global and financial market significance. Find out what they mean for investors.

After decades of hype and disappointment, artificial intelligence is poised to fuel the next wave of innovation and potentially provide unprecedented opportunities.

FIXED INCOME FOCUS

Portfolio Strategy Group Spring Forum April 2017

Capital Group’s Portfolio Strategy Group forum brings together the entire fixed-income group for an in-depth discussion on the macroeconomic environment and fixed-income markets. Policy uncertainty, both fiscal and monetary, was a key theme.

CAPITAL IDEAS

Election 2017: France April 2017

All eyes are on France and its national election. Political economist Michael Thawley explains what we’re looking for and what it could mean for our investors.

Self-driving won’t text and drive or be surprised by a deer in the road. Our AI pro explains the safety and other benefits, and what investors should know.

China’s relations with the West are at a crossroads. Capital Group political economist Michael Thawley discusses the political, economic and investment implications in this video.

CAPITAL IDEAS

A Brit’s View of Brexit April 2017

With Brexit formally launched, will the U.K. be OK? Portfolio manager Jonathan Knowles thinks that the country can thrive, provided the government plays its cards right.

Snapchat’s parent company took the leap and is trading on public markets. Will other private tech companies follow suit?

CAPITAL GROUP IN THE NEWS

A look at The Capital Advantage March 2017

The following article appeared in the Financial Times recently. Through a discussion with Capital Group CEO, Tim Armour, it provides a profile of Capital Group and highlights our growing voice in the passive investing debate.

Amid turmoil in the energy sector, there are compelling opportunities in pipeline company bonds. Portfolio manager Damien McCann discusses the outlook for the industry and where to find value.

With world trade going downhill and protectionism on the rise, is globalisation coming to an end? Investment director David Polak shares his views.

CAPITAL IDEAS

The Case for Investing in Europe March 2017

Many investors are understandably concerned about investing in European companies today. Learn why portfolio manager Rob Lovelace has a different view.

Will the US Federal Reserve stick to its projections of three interest rate hikes in 2017? Read what our rates team is anticipating.

Portfolio manager Caroline Randall explains why she considers a macro filter critical in making investment decisions, as well as the advantage of having access to key decision makers.

Portfolio manager Chris Thomsen shares his views on Capital Group’s New World strategy’s multidimensional approach as well as his bias towards investing in Asia.

An innovative approach to gauging global companies’ investment prospects has witnessed the emergence of a new generation of global company, according to Capital Group portfolio manager Rob Lovelace.

Investors worry that rising rates will hamper bond prices, but unless hikes are sharp and risks fade, additional yield could overcome capital losses.

Investment Insights

A Tale of Two US Economies March 2017

The second half of 2016 was a tale of two economies for the US, with a strong domestic economy and weaker industrial sector. While largely unchanged, these trends are now set against a very different political backdrop.

Warren Buffett has endorsed index investing for most savers. Here is our perspective.

What is the outlook for the US corporate bond market? Portfolio manager David Lee shares his views, including his thoughts on different sectors within the asset class.

In this Q&A, portfolio managers Ric Torres and Steve Backes share their views on emerging markets and their respective investment approaches.

FIXED INCOME FOCUS

Muni Yields and Emerging Markets Debt February 2017

In this issue of Fixed Income Focus, we highlight the impact of the higher muni yields, and discuss potential reasons for optimism on emerging markets debt.

Learn why inflation is up, who may be most affected and which investments could help preserve purchasing power.

India Post-Demonetization: Thoughts on India’s economy after the shock currency recall, the release of the government’s fiscal budget and key state elections.

US stocks seem expensive. Markets are at historic highs. But the elevated P/E ratio can be misleading.

Take a tour of Capital Group portfolio manager Mike Kerr’s office. There’s no telling what sorts of oil industry relics you might dig up.

Japanese equities weathered a bumpy 2016. But for investors, there is promise beyond the uncertainty. Portfolio manager Seung Kwak explains why.

Currency movements often produce a wild ride for investors, but 2016 was a year for the ages. Find out what’s in store for 2017.

CAPITAL IDEAS

Unraveling the Strong-Dollar Dilemma January 2017

Will the dollar’s strength continue? And what does a strong dollar mean for multinational companies? Capital Group portfolio managers Jody Jonsson and Tim Armour discuss.

Get perspective on the growth prospects for the world’s second-largest economy, its red-hot housing market and weakening currency.

FIXED INCOME FOCUS

US Rates and Credit Outlook January 2017

In this issue of Fixed Income Focus, we look at the factors that might affect bond yields, and discuss the segments of the credit markets to watch for 2017.

Learn about opportunities these portfolio managers see in the taxable and municipal bond markets this year.

Investment Insights

2017 Outlook: Navigating a world in transition January 2017

Amid a shifting political landscape and muted growth, should investors reset their expectations? Our 2017 Outlook brings you perspectives on the latest developments facing investors today.

US interest rates and corporate earnings, bifurcated emerging markets – these are just some of the themes our portfolio managers will be keeping an eye on.

Capital Group Global High Income Opportunities portfolio managers discuss the potential impact of Donald Trump’s election as US president on the emerging market debt and high-yield markets.

Investment Insights

Fixed Income Focus: Municipal and global bonds January 2017

In this issue of Fixed Income Focus, we discuss why revenue bonds are often a better muni value, and how foreign currency exposure can help protect purchasing power.

CAPITAL IDEAS

Five Keys to Investing in 2017 January 2017

There are steps investors can take to be prepared for market volatility and political uncertainty.