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Partner Insight

Industry Voice: High yield is finally deserving of its name again

Bonds

Industry Voice: High yield is finally deserving of its name again

US high yield market is healthiest in years

clock 02 March 2023 • 1 min read
Industry Voice: Energy picture could mean milder recession in Europe

Economics / Markets

Industry Voice: Energy picture could mean milder recession in Europe

US investment giant says value could be unlocked in European equities

clock 16 January 2023 • 2 min read
Industry Voice: BoE rates shouldn't need to reach market expectations

Economics / Markets

Industry Voice: BoE rates shouldn't need to reach market expectations

4.5% may not be necessary

clock 05 January 2023 • 1 min read
Industry Voice: What makes for an all-weather strategy?

Industry voice

Industry Voice: What makes for an all-weather strategy?

Steven Smith discusses the attributes that help to position a strategy for a variety of market environments

clock 04 October 2022 • 1 min read
Partner insight: Taking on climate change through fixed income

Partner Insight

Partner insight: Taking on climate change through fixed income

ESG challenges are complicated and diverse for many asset classes, and fixed income is no exception

clock 23 May 2022 • 1 min read
Partner insight: Adapting to a changing interest rate environment

ETFs

Partner insight: Adapting to a changing interest rate environment

2022 has been a turbulent year but in terms of monetary policy, it has also been a fascinating one

clock 06 May 2022 • 1 min read
Partner insight: Tackling inflation - the fixed income view

Bonds

Partner insight: Tackling inflation - the fixed income view

With real yields negative in many markets, where might you find the returns you need?

clock 03 May 2022 • 1 min read
Partner insight: Can emerging markets build their earnings momentum in 2022?

Partner Insight

Partner insight: Can emerging markets build their earnings momentum in 2022?

Emerging markets look relatively appealing and offer an attractive dividend yield but need to see faster profit growth, according to Capital Group’s Martyn Hole

clock 22 February 2022 • 1 min read
Partner insight: Emerging market companies may face greater regulation

Partner Insight

Partner insight: Emerging market companies may face greater regulation

Expect governments to be more interventionist and less accepting of large mergers, says Capital Group’s Martyn Hole

clock 08 February 2022 • 1 min read
Partner insight: 'You can find some incredibly innovative companies in emerging markets'

Partner Insight

Partner insight: 'You can find some incredibly innovative companies in emerging markets'

From semiconductors to health care, the opportunities in emerging markets today are vastly greater than they were 20 years ago, according to Capital Group’s Martyn Hole

clock 01 February 2022 • 1 min read
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