Article
The Week: Are emerging markets really diversifying?
Emerging markets are losing their status as a diversifier, as they go all-in for AI.
Author: Deke Smith
Article
Rethinking multi-asset investing
Aberdeen’s MyFolio approach to risk, diversification and long-term outcomes.
Article
2026 midyear investment outlook
Capital Group’s latest Outlook report offers actionable insights into global markets.
Article
Four forces shaping credit markets
Capital Group has have identified four key forces shaping credit markets in the near term: energy and geopolitics, fragile global growth, AI, and rate volatility driven by central bank divergence.
Article
Bond outlook: strong yields offer upside as risks linger
Capital Group’s Chitrang Purani, Damien McCann, and Timothy Ng assess the outlook for bond markets.
Article
Stock market outlook: 3 themes for the second half of 2026
Three equity market themes that Capital Group is focusing on for the remainder of the year and beyond.
Article
Growth hinges on Iran war, AI rollout
Global economic growth is coming under pressure due to the Iran war, rising oil prices and ongoing trade disputes, but one powerful engine is more than making up for it: AI-related investment spending.
Article
A wider pitch: lessons from the largest football World Cup in history
A 48-team World Cup gives more nations a seat at the table – but not on equal terms. Capital Group believes the same is true in markets.
Article
The Week: Energy sector: crisis over?
Share prices for energy companies have fallen on the US/Iran deal, but the energy market is not back to normal.
Article
Global infrastructure: Why a selective approach matters
As the infrastructure universe expands, investors must look beyond broad labels and test whether assets still offer the characteristics that make infrastructure attractive.