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Capital Group

Global equity study: Dividend watch

An analysis of company dividends worldwide, focusing on fundamentals – where capital is being generated, how it’s being returned, the impact on long-term corporate strength and why it matters to investors.

Can China replicate its EV dominance in humanoids?

Leveraging its expertise in batteries, motors and large-scale manufacturing, China is now shifting its attention towards humanoid robotics as the next frontier for technological leadership, employing a different strategy to what we’ve seen so far.

Global dividends rising, but Australia lags

Global dividend growth surged in the third quarter, with median growth of almost 6%. Australia was a notable exception as dividends fell, thanks to flagging mining company payouts.

ESG Global Study 2025: Resilience and refinement in a changing world

Capital Group's latest ESG report reveals evolving investor perspectives on ESG adoption, concerns over policy changes, and trends in sustainable investment themes.

2025 Investment Outlook

Capital Group's 2025 Investment Outlook offers insights into how key market forces — a buoyant U.S. economy, significant opportunities in artificial intelligence, and the renewed appeal of fixed income — are likely to shape portfolios in the year ahead.

Health care: a sector under the weather?

Health care stocks underperformed significantly in 2023, with the US elections this year potentially causing further headwinds. However, there are plenty of reasons for optimism as we enter a ‘golden era’ of health care innovation.

Latest Updates

Investment strategies

Choose your hedges wisely… and often

A new market regime is exposing the fragility of static hedges. With correlations shifting and safe havens flipping, investors must rethink diversification and adopt more adaptive tools to protect capital.

Investment strategies

Yields take centre stage again

The Australian credit landscape is shifting. Yields are rising, issuance is strong and spreads continue to tighten. Income is re‑emerging as the dominant driver of returns, though pockets of risk may be building beneath the surface.

Investment strategies

The grass is always greener: Rethinking Australian vs global equities

Australia's once‑dominant sharemarket is losing ground as others surge ahead, prompting investors to question home‑bias instincts. Meanwhile, the US market appears attractive. Is it time to revisit your global equity allocation?

Investment strategies

Stop asking if there's a stock market bubble. Ask this instead.

Markets continue to push onwards despite valuations looking stretched by historical standards. Bubble talk is rampant, however investors may be focusing on the wrong thing. The real story sits deeper than the headlines.

Taxation

The GST cannot stop inflation

Raising the GST when inflation jumps sounds clever on paper, until we examine how it may play out in practice. What is pitched as a simple inflation fix can lead to a sharp turn in the wrong direction for prices.

Shares

Why SpaceX is coming to your super fund

SpaceX’s blockbuster debut is grabbing headlines, but the real story for Australian investors is much quieter. Giant listings eventually filter into super funds and ETFs, subtly reshaping portfolios long before most realise.

Taxation

Is the government being honest with us about its business CGT changes?

The government’s assurances on small‑business concessions don’t withstand the scrutiny. Token carve‑outs and a lack of credible rationale for CGT changes may reshape how Australia rewards long‑term value creation. 

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