As we head into 2023, it is important to remember that market corrections create opportunities. Public markets have gone on sale, and for yield-seeking investors, there is a significant opportunity in high-quality bonds where prices have fallen. For equities, we acknowledge that the risk of a...
Capital Group’s 2025 investment outlook offers long-term perspective on the economy and explores opportunities in U.S. stocks, global equities and bonds.
In our 2024 Asset Allocation Outlook, bonds emerge as a standout asset class, offering strong prospects, resilience, diversification, and attractive valuations compared with equities.
Responsibility and Sustainability report targeting the top 1,000 listed companies. The rules introduce mandatory ESG disclosure obligations in what should help bring about greater transparency to public markets. In 2023, SEBI announced additional disclosure requirements for the issuers of transition bonds....
resettlement housing, and landscape construction. In 2023, the government is expected to deploy a mixed source of funding from the fiscal budget, local-government special bonds, and infrastructure REITs to support the implementation of urbanization in the counties....
2 © The Economist Intelligence Unit Limited 2022 INDUSTRY OUTLOOK 2023 CHALLENGES, OPPORTUNITIES AND TRENDS TO WATCH IN SEVEN SECTORS • In the automotive sector, demand for electric vehicles (EVs) will continue to be the only bright spot in a gloomy year. We expect EV sales to rise by...
These spreads are historically low and support our "up in quality" guidance. We think it makes sense to take risk if you're being compensated well, but that's not the case today with high-yield bonds. There's very little room for spreads to fall, which can limit the potential outperform...
US equities were the main beneficiaries of investors’ exuberance, although bonds did not fare too badly either. The gains are remarkable, considering 2023 started with a financial crisis and predictions for a recession in the US. On a broader scale, geopolitics also hampered investment sentiment....
In particular, we think that more diversification across asset classes as well as less dependence on global sovereign bonds is warranted, especially given correlations between stocks and bonds have turned decidedly positive (Exhibit 14). EXHIBIT 13: While Inflation Should Continue to Cool, We Don’...
Japan’s 30-year bonds now yield more than China’s, while in Europe, once maligned Greece now has bond yields that are essentially on par with those of France. A Higher Bar Unlike the past two years, the more aggressive GDP and EPS growth estimates for the U.S. to start the year ...