Asset Allocation
With Interest Rates Elevated, It’s Time for Fixed Income
Investors are upping their allocations and focused largely on U.S.-based investments.
Tag: Capital Group
Asset Allocation
Investors Eye Emerging Markets for Some Relative Quiet
Investors may find opportunities in countries unlikely to be significantly affected by geopolitical volatility.
Asset Allocation
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
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
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
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.