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Posts From Capital Group

Japanese equities: What the future holds after the pandemic

Japanese equities: What the future holds after the pandemic

🕔12:55, 2.Jul 2020

Japan faces many headwinds as it battles COVID-19 alongside other challenges unique to itself. Bright spots can still be found, however, amid the economic storm. In this Q&A, the co-principal investment officers of the Capital Group Japan Equity strategy put

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Emerging market debt: three months into the crisis

Emerging market debt: three months into the crisis

🕔15:08, 1.Jul 2020

We still believe that there is good value across a range of emerging market (EM) debt assets – in absolute terms and relative to other fixed income asset classes Emerging market debt is unlikely to face a broad EM debt

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Insights: Mid-year Outlook: Recovery on the horizon

Insights: Mid-year Outlook: Recovery on the horizon

🕔08:06, 25.Jun 2020

Key takeaways Because this economic decline is policy driven, a solid recovery is likely as lockdowns end. Easy monetary policy, aggressive fiscal policy and zerobound interest rates should continue to support equity markets. Low growth and inflation suggest that the

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Is the sun rising for Japanese equities?

Is the sun rising for Japanese equities?

🕔15:05, 23.Jun 2020

COVID-19 and the consequent market volatility have had a huge impact on the Japanese economy. How will the situation affect the Japanese equity markets in the years ahead? Equity portfolio manager Dickon Corrado shares his views on why Japan is

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Long-term perspective on markets and economies

Long-term perspective on markets and economies

🕔15:01, 17.Jun 2020

2020 Midyear Outlook key takeaways:  Macro:Recoveries have been longer and stronger than downturns. Equitie: Companies will drive the next recovery. Fixed income: Core strength is paying off.

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How will emerging market debt emerge from the crisis?

How will emerging market debt emerge from the crisis?

🕔14:15, 5.Jun 2020

Key takeaways The impact of the recent volatility has varied greatly within emerging markets, particularly between the investment grade and higher yielding parts of the asset class. This has been reflected in the differences in yields in local and hard

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Where next for fixed income markets

Where next for fixed income markets

🕔13:59, 5.Jun 2020

Key points: Bond markets have stabilized, but the economic recovery will be measured in years. Central banks, as well as governments through fiscal stimulus measures, have played a key role in supporting markets. This is a time to be patient,

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The outlook for dividends in a recessionary world

The outlook for dividends in a recessionary world

🕔13:50, 5.Jun 2020

Many corporate dividends are at risk for political, social and economic reasons. However, certain companies within industries such as consumer staples, pharmaceuticals, technology and utilities may offer greater dividend safety relative to companies in other industries Despite near-term risks, dividends

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Quarterly macro and market insights

Quarterly macro and market insights

🕔12:55, 22.May 2020

Fixed Income Perspectives The trajectory of global growth turned downward as governments scrambled to deal with the social and economic impacts of the COVID-19 pandemic. The …

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Emerging market equities: Short-term pain, long-term gain?

Emerging market equities: Short-term pain, long-term gain?

🕔14:00, 20.May 2020

Key points  Emerging markets are not homogenous. Taking a bottom-up, idiosyncratic approach can help identify investment opportunities regardless of where companies are based or macroeconomic conditions. In times of heightened volatility, a patient approach and an extended time horizon can

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Digging deeper into emerging market debt

Digging deeper into emerging market debt

🕔12:55, 20.May 2020

Investment Insights – Q&A In this Q&A, Capital Group fixed income investment director James Blair discusses the characteristics of emerging market debt, how investors could approach investing in the asset class and the US Federal Reserve (Fed)’s policy response to

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The future of the health care sector – the analyst view

The future of the health care sector – the analyst view

🕔09:40, 20.May 2020

Investment Insights SARS-nCoV2, the novel virus that causes the COVID-19 disease, is a novel pathogen that’s never before seen in humans. We have so far seen over 3.6 million known cases worldwide, with over 258,000 deaths. It is a highly

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Volatility 2020: EU – make or break?

Volatility 2020: EU – make or break?

🕔14:33, 6.May 2020

Investment Insights  We will see a sharp fall in the EU’s GDP in Q1 2020, followed by probably the largest fall in GDP ever seen in Q2. The OBR2 forecasts a 35% drop in UK GDP in Q2. Thereafter, it

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Corporate issuance skyrockets as liquidity returns to bond markets

Corporate issuance skyrockets as liquidity returns to bond markets

🕔14:15, 1.May 2020

Amid market volatility following the outbreak of the COVID-19 virus, fixed income markets went from famine to feast — experiencing a near total drying up of market liquidity for a few days in mid-March to a record volume of new

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Volatility 2020: Investment grade credit in an increasingly indebted world

Volatility 2020: Investment grade credit in an increasingly indebted world

🕔13:57, 1.May 2020

The past months have been a time of turmoil for credit markets, with spreads widening dramatically before tightening towards the end of March as governments and central banks stepped in to help alleviate financial market stress. The volume of debt

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Keys to prevailing through stock market declines

Keys to prevailing through stock market declines

🕔16:57, 24.Apr 2020

During periods of volatility in the stock market, you may have doubts about your long-term investment strategy. Here are five tips to help you avoid common pitfalls and stay on track toward achieving your financial goals

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Credit markets will remain challenged amid market volatility from COVID-19

Credit markets will remain challenged amid market volatility from COVID-19

🕔16:33, 21.Apr 2020

Prior to the outbreak of COVID-19, our economists and Portfolio Strategy Group were modestly constructive on the economic outlook for 2020. In large part, this was driven by progress on trade negotiations between the U.S. and China, more clarity around

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Volatility in 2020: What it means for emerging market debt

Volatility in 2020: What it means for emerging market debt

🕔09:09, 21.Apr 2020

Investment Insights  Capital Group’s Kirstie Spence explores how the coronavirus and general market volatility have affected emerging market debt, how liquidity is holding up, and provides her outlook for the asset class. How has emerging market debt fared in these

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When is the next U.S. recession and how should you prepare for it?

When is the next U.S. recession and how should you prepare for it?

🕔13:15, 15.Apr 2020

Guide to recessions That’s one of the most frequently asked questions we hear. And for good reason. The coronavirus outbreak has caused disruptions in unprecedented ways, sparking the fi rst bear market in 11 years. Although the full extent of

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Capital Group, maintaining our investment process and operational efficiency in a new environment

Capital Group, maintaining our investment process and operational efficiency in a new environment

🕔16:16, 27.Mar 2020

Our private ownership model and strong balance sheet afford us the ability to maintain a long-term focus • Being a truly integrated global firm has enabled a smooth transition to working remotely • Robust business continuity procedures are enabling our

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Energy sector update

Energy sector update

🕔16:10, 27.Mar 2020

Key takeaways The energy sector has been hit harder by the COVID-19 outbreak than most areas, as a combination of supply and demand challenges has weighed on crude oil prices. US shale exploration and production (E&P) companies are more vulnerable

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Emerging market local currency debt in volatile markets

Emerging market local currency debt in volatile markets

🕔15:47, 27.Mar 2020

Key takeaways The combination of the coronavirus outbreak and oil price volatility will likely stunt global economic growth in the near term. Markets often overreact during a crisis and present attractive opportunities for research-based investors to add to positions at

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Update on equities at Capital Group

Update on equities at Capital Group

🕔15:32, 25.Mar 2020

Key points: Recent action by the US Federal Reserve is intended to avoid a seizure of financial markets. Our economic team believes there is a 70% chance of a US recession. They also note that the average market decline when

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Coronavirus: Potential impact on the European economy

Coronavirus: Potential impact on the European economy

🕔15:43, 11.Mar 2020

Key points: Global stocks have fallen sharply following confirmation that the coronavirus has spread beyond Asia. The outbreak poses a significant near-term threat to the eurozone’s fragile recovery. The impact leaves Germany the most exposed through its trade links with

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Modestly constructive amid accommodative policies and signs of stabilisation

Modestly constructive amid accommodative policies and signs of stabilisation

🕔16:02, 28.Feb 2020

Quarterly macro and market insights Our macro outlook for 2020 is modestly constructive. Recent clarity around certain geopolitical risks has been helpful. Specifically, progress in the initial phase of a US-China trade deal and a decisive result in the December

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"Rising Tension Between #U.S. and #China Elevates Trading Issues" -> https://www.opiniopro.com/2020/07/t-rowe-price/rising-tension-between-u-s-and-china-elevates-trading-issues/

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