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Capital Group

Growth that matters: investing in a world in transition

Today, interdecadal shifts are happening on three fronts – inflation, interest rates and geopolitics, triggering a change in equity market leadership (from growth to value stocks). In this paper, four Capital Group investment professionals share their thoughts on the global economy and how they are investing in a world in transition.

ESG Global Study 2022

Many investors are contemplating how to integrate ESG issues into their investment decisions. For our latest ESG study, we surveyed over 1,100 global professionals, including advisors, consultants and intermediaries to obtain in-depth ESG insights, thoughts on ESG trends and views regarding ESG regulation.

Attractive opportunities remain across four key credit markets

It has been a challenging year for fixed income markets in 2022 amid rising inflation and slowing global growth. While uncertainty is likely to remain elevated, today’s starting yields offer an attractive entry point for long-term investors.

10 trends that will define the future of emerging market investing

In this paper we share 10 themes that we believe will drive opportunities in emerging markets in the next 10 years, such as the revival in travel demand, the growth of digital platforms and the acceleration of mobile technology.

Weighing up the cost of ESG bonds

ESG bonds are an increasingly popular way for fixed income investors to signal that they are taking ESG seriously. But how do they compare to traditional bonds? And, how can investors avoid paying the so-called "greenium"?

The world in 2030: Six investing tips for the next decade

Six portfolio managers look at how life may change by the end of the decade and how shifting trends are influencing their investment decisions. It's an optimistic view of the world in 2030 as a better place.

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Investment strategies

Getting rich vs staying rich

Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.

Investment strategies

Does dividend investing make sense?

Dividend investing offers steady income and behavioral benefits, but its effectiveness depends on goals, market conditions, and fundamentals - especially in retirement, where it may limit full use of savings.

Economics

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

Strategy

Ageing in spurts

Fascinating initial studies suggest that while we age continuously in years, our bodies age, not at a uniform rate, but in spurts at around ages 44 and 60.

Interviews

Platinum's new international funds boss shifts gears

Portfolio Manager Ted Alexander outlines the changes that he's made to Platinum's International Fund portfolio since taking charge in March, while staying true to its contrarian, value-focused roots.

Investment strategies

Four ways to capitalise on a forgotten investing megatrend

The Trump administration has not killed the multi-decade investment opportunity in decarbonisation. These four industries in particular face a step-change in demand and could reward long-term investors.

Strategy

How the election polls got it so wrong

The recent federal election outcome has puzzled many, with Labor's significant win despite a modest primary vote share. Preference flows played a crucial role, highlighting the complexity of forecasting electoral results.

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