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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.

Latest Updates

Investment strategies

The perfect portfolio for the next decade

This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.

Shares

The case for and against US stock market exceptionalism

The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit on, you should challenge yourself by considering the alternative.

Taxation

Negative gearing: is it a tax concession?

Negative gearing allows investors to deduct rental property expenses, including interest, from taxable income, but its tax concession status is debatable. The real issue lies in the favorable tax treatment of capital gains. 

Investing

How can you not be bullish the US?

Trump's election has turbocharged US equities, but can that outperformance continue? Expensive valuations, rising bond yields, and a potential narrowing of EPS growth versus the rest of the world, are risks.

Planning

Navigating broken relationships and untangling assets

Untangling assets after a broken relationship can be daunting. But approaching the situation fully informed, in good health and with open communication can make the process more manageable and less costly.

Beware the bond vigilantes in Australia

Unlike their peers in the US and UK, policy makers in Australia haven't faced a bond market rebellion in recent times. This could change if current levels of issuance at the state and territory level continue.

Retirement

What you need to know about retirement village contracts

Retirement village contracts often require significant upfront payments, with residents losing control over their money. While they may offer a '100% share in capital gain', it's important to look at the numbers before committing.

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