Europe has taken more control over its future. But will self-help reforms finally stimulate growth across the region? And how does the US-EU trade relationship fit into the recovery plan?Read more about how Europe has been galvanised into economic action. By laying the foundations for a stronger domestic market, what investment opportunities are surfacing?FOR PROFESSIONAL INVESTORS ONLY ...

Capital Group

While populist policies often raise long‑term risks – higher inflation, elevated volatility – they can also generate short‑term support for demand, particularly in strategically favoured sectors.For investors, the task is not to dismiss populism outright but to navigate it.Find out the impact populism could have on your portfolio. This latest paper lays out the drivers populist policies and how consequences play out across equity and fixed income markets.FOR PROFESSIONAL INVESTORS ONLY ...

Capital Group

Despite many challenges, the global economy has been resilient. Even so, any signs of potential economic softness could challenge stretched valuations. While government bonds have traditionally been used to provide defence and diversification to portfolios, with government debt levels at record highs, what other options are available to investors? To find out, explore our analysis on investing across the cycle. This forms part of our broader research to help investors understand how today’s glob ...

Capital Group