Partner Insight

4.5% may not be necessary

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

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

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

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

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

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

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

As the “father of management thinking” Peter Drucker famously pointed out, you can’t fix a problem until you understand the size and nature of it.