Critical intelligence on asset allocation and implementation across asset classes
Europe is embarking on a far-reaching drive to strengthen its strategic autonomy, reducing dependence on external partners across critical areas including defence, energy, technology, healthcare, f...
Equity Perspectives outlines the current macro and market views from across Capital Group’s economists, portfolio managers and investment analysts.
Oil spiked and stocks and yields sagged after a report that the U.S. and Israel might resume attacks on Iran next month. Meta's heavy spending outlook and chip worries also hurt.
In this video series, portfolio manager Vimal Patel together with senior analysts Nitin Saigal...
By expanding the range of expiries, extending trading hours and broadening hedging opportunities, US financial markets are reshaping the way investors trade and manage risk. This financial transfor...
With the recent repricing in rates, we look at the themes driving our asset allocation and security selection.
Earnings are expected to accelerate into 2027, but near-term inflation represents a challenge for central banks. The Macro Multi-Asset Quarterly highlights some key market factors guiding sentiment.
Taiwan is the standout equity market of 2026, and we believe the best is not yet behind it. The Taiwan Stock Exchange Capitalization Weighted Stock Index (TAIEX) closed at a record 49,823 on 6 Octo...
With increased market volatility and two months before the year ends, defensive diversification is key to navigating the shifting sands of the macro landscape.
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