Tag: Capital Group

Asset Allocation January 18, 2023

Former Problem Children, Agency Mortgage-Backed Securities, Make Case for Inclusion in Core Bond Portfolios

The catalyst investment vehicle responsible for 2008-09 financial Crisis appears to have a strong setup to perform well in 2023.

Pensions November 28, 2022

Higher Interest Rates Put LDI Derivative Usage into Question

LDI strategies allow for passive equity to be replaced by holding ‘cash’ and synthetic equity instruments. But with better funding statuses, are pensions’ derivative positions less necessary?

Market Moves December 3, 2020

Post-Virus, It’s Back to the Way Things Were, Right? Not Quite

Investing will be somewhat different in the world after the pandemic, Capital Group says.

Research December 6, 2019

Sure, US Manufacturing Is in a Recession, but So What?

Capital Group economist Franz, harking back to 2015-16's mini-recession, says industrials won’t bring down the rest of the economy.