Capital Group Asset manager

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Name
Capital Group

Capital
Group, dat in 2021 zijn 90-jarig bestaan vierde, is een van de oudste en
grootste vermogensbeheerders ter wereld en beheert multi-asset, aandelen en
vastrentende beleggingsstrategieën. Sinds 1931 richt Capital Group zich
uitsluitend op het behalen van superieure, consistente resultaten voor
langetermijnbeleggers door gebruik te maken van portefeuilles met een hoge
overtuigingskracht, rigoureus onderzoek en individuele verantwoordelijkheid.
Capital Group werkt samen met financiële tussenpersonen en institutionele
beleggers en beheert wereldwijd meer dan US$ 2,6 biljoen aan
langetermijnvermogen.

Investment professionals
330
Countries
13

Locaties

Visiting Address
Claude Debussylaan 10 Vinoly Tower, 3e verdieping
1082 MD, Amsterdam

Visiting Address
Claude Debussylaan 10 Vinoly Tower, 3e verdieping
1082 MD, Amsterdam

Contacts

Contact person
Managing Director Institutional Netherlands, Nordics & ME

Director Institutional Netherlands, Nordics & ME


Research & content

Published 16-5-2022

Market & Macro

Does the EM debt repricing present a good entry point?

Our investment team’s research shows many developing economies are now in better shape than they have been in the past. Therefore, a cautiously optimistic view may be warranted for emerging markets debt. Here are a few broad trends that support that conclusion.
Published 4-5-2022

Asset Category

Q1 Fixed Income Perspectives

In this quarterly publication from the fixed income team, we discuss:

- Our views on US Federal Reserve policy and the global economy
- Why inflation will likely stick around
- How selectivity is key amid heightened uncertainty
- How strong fundamentals could keep high yield defaults low
- The impact of the Russia-Ukraine conflict on emerging markets
Published 20-4-2022

Market & Macro

The aviation industry currently accounts for about 2.1% of all human-induced carbon dioxide (CO2) emissions in the world, but it is expected to be one of the fastest growing sources over the next few decades as demand for passenger aviation continues to rise.

Despite efforts across the aviation industry to reduce CO2 emissions, the path to net zero greenhouse gas emissions remains challenging.

Capital Group’s ESG team examined various scenarios for potential decarbonisation pathways to 2050, assessing regulatory risks and potential opportunities.
Published 11-4-2022

Market & Macro

The framework for investing in China has changed significantly over the past year due to micro, macro, regulatory and geopolitical factors. China remains investible, but at the right price and in the right sectors. The kinds of companies that might be future potential sources of solid returns could be quite different than in the past decade.

With that backdrop in mind, here is how we are thinking about investing in China today.
Published 5-4-2022

Market & Macro

Climate change is forcing investors to evaluate two new types of risk: transition risk, the cost of transitioning to low-carbon operations, and physical risk, the cost of increased drought, floods, severe weather, and a rising sea level. Water stress is one of the most pronounced physical risks from climate change that investors must consider.

Capital Group's ESG team examines the semiconductor and utility industries to assess how companies are coping with the increased risk of water shortages.
Published 29-3-2022

Market & Macro

For a glimpse of just how volatile commodities currently are, look at nickel markets. Prices doubled in early March. Then they plunged. Then the London Metals Exchange halted trading. This week, the market for nickel — a key component in electric vehicle batteries and stainless steel products — reopened but with strict trading limits.

It’s just one example of how the global economy is being disrupted by Russia’s invasion of Ukraine.

The crucial question for investors: Are these price spikes sustainable?
Published 22-3-2022

Market & Macro

Q&A on Russian debt

In this Q&A, Robert Burgess answers questions around Russia’s upcoming debt payments falling due. He also discusses the risks and implications of a potential default both for Russia and the rest of emerging markets.
Published 16-3-2022

Market & Macro

KEY TAKEAWAYS

If the commodity price increase is sustained, some EM countries may suffer from a deterioration in the terms of trade, weaker growth and a potential negative impact on fiscal and external balances.

While higher commodity prices may have a negative impact on some EM countries, it is important not to lose sight of the opportunities EM equities offer. Equities are trading near historical discounts relative to developed markets and the asset class should continue to benefit from a reduction in EM equity risk premium.
Published 28-2-2022

Asset Category

In deze podcast serie bespreken we met Capital Group's beleggingsprofessionals welke trends de toekomst van beleggen in opkomende markten zullen bepalen.

Aflevering 1: Ontwikkeling, toekomst en trends opkomende markten
Aflevering 2: Stijgende welvaart als aanjager groei opkomende markten
Aflevering 3: Social media en gaming in opkomende markten
Aflevering 4: innovatie drijft sterke groei gezondheidszorg China
Aflevering 5: Opkomend Azië is de sweetspot voor groei
Aflevering 6: Emerging market debt post-corona

LUISTER NU
Published 21-11-2018

Asset Category

Although a passive approach can provide a low-cost introduction to local currency EMD, in this paper we discuss the potential benefits of
an active allocation. These include access to a wider source of returns, given the ability to take off-benchmark exposure, and use multiple levers to capture different drivers of return and manage risk; and a more deliberate allocation of capital, which could mitigate unintended consequences of index construction.
Published 15-11-2018

Asset Category

In this paper, we delve into the potential impact that the surge of investment into US bank loans could have on valuations across the broader sub-investment grade credit markets.
Published 15-11-2018

Asset Category

• Technology stocks could remain volatile for some time amid the potential for
slower earnings growth at some companies and greater regulatory scrutiny.
• There will likely be a dispersion of returns among the FAANG stocks, given
different valuations and where they are in the earnings cycle.
• The long-term outlook for many technology companies remains positive,
supported by strong business models, dominant industry positioning and
potential new areas of growth.
Published 9-10-2018

Asset Category

The increase in spending power of the Asian middle class consumer is a driving force behind global consumption figures – a trend that is forecast to keep rising. Companies with a strong brand presence and competitive franchises are particularly well-placed to tap into
this growing demand. Here, we look at how Capital Group’s Japan Equity (JPE) strategy is positioned to potentially benefit from this key investment theme.
Published 9-7-2018

Asset Category

In this Q&A, Capital Group Global Corporate Bond portfolio manager Vantil Charles outlines why he remains broadly positive on
the global outlook but with an eye on future uncertainty, is currently overweight companies with defensive characteristics. He also
discusses his research approach and why he seeks out ‘good names in bad postcodes’.
Published 30-6-2018

Asset Management

What is the main problem facing the investor today? Some might say potential policy missteps by central banks. Others could point to uneven global growth prospects. While those are very valid issues, all too often, as the founder of modern security analysis Benjamin Graham once said, “The investor’s chief problem – and even his worst enemy – is likely to be himself.”
Published 24-4-2018

Asset Category

Will Tokyo’s 2020 Olympics mark a turning point for Japan? Akira Fuse, Investment Specialist, assesses the potential impact of
the Games and shares related thoughts on the Japan Equity strategy.
Published 17-4-2018

Asset Category

We continue to be in a Goldilocks1 period for the global economy. Growth across
most regions is running modestly above trend, while inflation is gradually moving
higher but remains tame. However, this equilibrium is at risk of being disrupted as
central banks around the world begin to tighten monetary policy, while U.S. lawmakers
move forward with a strong dose of fiscal stimulus via tax cuts and increased spending.
Published 5-1-2018

Asset Category

Finding value in EMD local currency debt, interview with portfolio manager Kirstie Spence in which she shares her outlook on EMD
Published 1-1-2018

Market & Macro

Capital Ideas is built for readers who want to put today’s investment news into long-term perspective.

Since 1931, Capital Group has been singularly focused on delivering superior, consistent results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.
Published 1-1-2018

Market & Macro

Global Outlook 2018

Products and Solutions

(Integrated) Risk Management
Equities
Emerging Markets Equities
Advisory/sub-advisory
ALM/Strategic Advice
Other
Asset Allocation (SAA/TAA/GTAA)
Corp Bonds
Mutual Funds
Bitcoin / crypto-assets
Custody
Derivates
Segregated Accounts
Responsible Investment / ESG
ETFS
Fiduciary Management, (partially) in-house
Fiduciary Management, externally managed only
Structured Products
Commodities
Hedge Funds
High Yield
Mortgages
Impact Investing
Infra & Property
LDI
Multi-Asset Mandates
Emerging Market Debt
Private debt
Private Equity
Research
Securities lending
Govt Bonds
Currency
(Integrated) Risk Management
Equities
Emerging Markets Equities
Advisory/sub-advisory
ALM/Strategic Advice
Other
Asset Allocation (SAA/TAA/GTAA)
Corp Bonds
Mutual Funds
Bitcoin / crypto-assets
Custody
Derivates
Segregated Accounts
Responsible Investment / ESG
ETFS
Fiduciary Management, (partially) in-house
Fiduciary Management, externally managed only
Structured Products
Commodities
Hedge Funds
High Yield
Mortgages
Impact Investing
Infra & Property
LDI
Multi-Asset Mandates
Emerging Market Debt
Private debt
Private Equity
Research
Securities lending
Govt Bonds
Currency

Assets under management

Per belegingscategorie




Naar klant-type




Clients

Investment Beliefs

Capital Group is een langetermijnbelegger die er naar streeft haar doelstellingen in lijn te brengen met die van haar cliënten. De investment professionals bij Capital Group worden daarom met name beloond voor hun resultaten op de lange termijn. Daarnaast zijn de medewerkers van Capital belangrijke beleggers in de producten van Capital Group.
The Capital SystemSM maakt beleggingsbeslissingen mogelijk op basis van de sterkste overtuigingen van individuele managers, beperkt het risico van geïsoleerde beleggingsbeslissingen en biedt een beheerstructuur die uit meerdere niveaus bestaat. 

De vergoeding die Capital Group betaalt aan haar beleggingsprofessionals wordt sterk beïnvloed door de beleggingsresultaten over perioden van één, drie, vijf en acht jaar. Om beleggen op de lange termijn te stimuleren telt de volgende meetperiode steeds zwaarder in de weging.

Values and Objectives

  • Capital Group is een langetermijnbelegger met een sterke eigen cultuur, code of ethics en private eigendomstructuur. 

  • Wij beleggen in bedrijven met een duurzaam bedrijfsmodel en sterke groeivooruitzichten.

  • Wij combineren diepgaande kennis en ervaring met fundamentele research.

  • Vertrouwen staat bij ons hoog in het vaandel, gebaseerd op de langetermijnrelaties die wij hebben met bedrijven.

  • Wij hechten belang aan toegang en geloofwaardigheid, hetgeen ons een platform geeft voor betrokkenheid en dialoog.

  • Wij hechten belang aan afstemming van regulering op het gebied van corporate governance. 
 

Performance Measurement

Internal
External
GIPS
Other
Internal
External
GIPS
Other

Disclaimer

UITSLUITEND VOOR PROFESSIONELE BELEGGERS

Informatie per 31 december 2021. Dit materiaal, dat is uitgegeven door Capital International Management Company Sàrl (“CIMC”), 37A avenue J.F.Kennedy, L-1855 Luxemburg, wordt alleen voor informatiedoeleinden gedistribueerd. CIMC staat onder toezicht van de Commission de Surveillance du Secteur Financier (“CSSF” – Financiële toezichthouder van Luxemburg) en is een dochteronderneming van de Capital Group Companies, Inc. (Capital Group) en staat via het Nederlandse kantoor onder toezicht van de Autoriteit Financiële Markten (AFM). Hoewel Capital Group redelijke inspanningen levert om informatie te betrekken van externe bronnen waarvan zij meent dat zij betrouwbaar zijn, staat Capital Group niet in voor de nauwkeurigheid, betrouwbaarheid of volledigheid van de informatie. Deze documentatie pretendeert niet volledig te zijn en behelst geen beleggings-, fiscaal of ander advies. © 2022 Capital Group. Alle rechten voorbehouden.