White papersEquity Market Outlook 4Q 2024
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.
White papersFixed Income Investment Outlook 4Q 2024
With the U.S. Federal Reserve’s recent interest rate cut, we anticipate broad easing by central banks over the next year across the developed world. However, some caution may be warranted on duration, as markets may be overly optimistic about the initial pace of reductions. Meanwhile still sturdy, if softening, economic conditions along with strong investor demand have contributed to narrow corporate credit spreads, reinforcing the value of a quality emphasis and drawing on yield and price opportunities wherever they emerge.
White papersAsset Allocation Committee Outlook 4Q 2024
“We do think the Fed will get the first 100 basis points done quickly, but we see the central bank aiming for a return to a neutral rate, rather than an accommodative one—and in a soft-landing environment that would justify a rate cut pause around mid-year 2025, in our view.”
White papersFixed Income Perspectives Q4 2024
Quarterly macro and market insights from Capital Group’s fixed income team
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NewsBlackstone to take Retail Opportunity private in $4bn deal
Retail Opportunity is the largest REIT focused exclusively in the Western US
BlogAnalysis of 4 Political Policy Areas on the U.S. Economy
A scenario analysis on four key areas related to the 2024 U.S. Elections, trade & tariffs, fiscal policy, immigration & labor supply, and monetary policy, all with significant economic impacts.
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Opinion PiecesGuest viewpoint: Adopt a 4D lens to real assets
At a time when different real assets markets are broadening and converging, investors should focus on four key dimensions, writes Britta Roden
White papersGlobal Market Perspectives, Q4 2024: Hard to be gloomy
Global policymakers have responded to weakening economic growth, raising the odds of a global soft landing.
White papersRelative Value & Tactical Asset Allocation Q4 2024
We are anticipating a stable macro environment in the near future, with some uncertainties stemming from U.S. elections and monetary policy. We continue to look for spreads to mostly remain range bound, with a low chance of further tightening. With a low risk of recession, a carry strategy is preferred in the next quarter or two, meaning we prefer investments with attractive yields, while remaining cautious about potential weakness.
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NewsHMC Capital plans ASX IPO for A$4bn global data centre business
HMC buys ASX-listed data centre firm iseek to seed DigiCo REIT portfolio
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