Capital Group

Ever heard of the Yield Dogs? Neither had Joyce Gordon when, as a young investment analyst in 1990, she was asked by a mentor, portfolio manager George Miller, to help him solve a problem.

Emerging markets have always been an exciting place to invest. And they have changed. Here are the 10 themes we believe will drive opportunities in emerging markets in the next 10 years.

Steve Watson, Equity Portfolio Manager: “I have 30+ years of experience – but the past 16 months stand out in my career as both intensely painful and incredibly instructive. Here are 5 lessons I (re)learned that I’m using in my portfolios today”.

When it comes to America’s biggest technology companies, it seems like regulatory risk has never been higher. But we believe that Big Techs can survive, and even thrive, following those recent intense regulatory cycles.

COVID clearly remains a global public health threat. But in the U.S. – as with many other countries across the globe, consumers are spending again, and the American economy is awakening from its artificially induced slumber.

Energy transitioning from fossil fuels to renewables is a trend that is here to stay. From an investor standpoint, this transition will create investment opportunities across multiple sectors.

Wat zijn de langetermijngevolgen van de overgang naar duurzame energie?

Fear of missing out is a powerful force in investing. And it’s difficult to ignore an asset that has gained more than 500,000% in just a few years, eliciting headline-grabbing commentary from Elon Musk and Warren Buffett, among others.

Capital Group investment analyst Frank Beaudry goes the extra mile to research a company’s approach to environmental, social and governance (ESG) issues.

Welke gevolgen zal de pandemie voor verschillende sectoren hebben, en wat zijn de belangrijkste innovaties voor het komende decennium?