Market Insights

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Addressing the Impact of Inflation with a Dividend Income Approach

Investors are facing an environment of persistent inflation. We believe dividend income may help weather the storm of high inflation, rising rates, and slowdown in global...

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Flight delays and the future of airport investing

As some passengers have been let down by their recent air travel experience, investors may wonder whether the investment case for airports still stacks up....

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A time-honoured system is reassuring in a time of volatility

Capital Group’s sole focus for 60+ years has been bottom-up, research-driven, active-only investing - bringing together the best investing minds to deliver robust ideas t...

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The Vietnamese Economic Miracle

Vietnam is an exciting - and underappreciated – emerging markets investment opportunity, with an economic transformation reminiscent of China and driven by export growth,...

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Currency Considerations for your Business

Currency risk is very real and can be costly for many businesses dealing in foreign currencies. Find out what banking methods to use to decrease this risk for your busine...

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Opportunities in the Changing Asian Supply Chain

What's driving the shift in the Asian supply chain dynamic, and which countries are positioned to benefit from the changes? Ox Capital Management’s Dr Joseph Lai unpacks ...

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Tokyo towers: The secrets of Japan’s net zero leaders

Investors with an ESG focus can take a lot from leading and technologically resourceful real estate companies in the world’s largest office market as they move quickly on...

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Is the answer to CO2 emissions beneath our feet?

To meet the world’s net zero targets, new technologies will be needed to rapidly reduce emissions and carbon capture, utilisation and storage is one solution gaining sign...

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Could sustainable buildings help get us to net zero?

Multiple structural shifts are underway across the built environment as it undergoes rapid transformation to reduce its carbon intensity....

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Does all Infrastructure have the power to price?

Pricing power has never been as important for investors with inflation on the rise. Find out which companies we believe are best placed to keep rewarding investors....