U.S. vs. China: Who’s winning the AI race?
by Mark Casey, Winnie Kwan, Sugi Widjaja, & Jared Franz, Capital Group KEY TAKEAWAYS U.S. AI models seek…
Why developed international equity ETFs deserve consideration
by Warner Wen, Capital Group For investors seeking a smoother ride when investing internationally, the answer may lie…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
3 things to consider when investing in concentrated markets
by Kathrin Forrest, Equity Investment Director, Capital Group Market concentration across global equity benchmarks has become a key…
A unique market moment and the case for active judgment
by Martin Romo, Portfolio Manager, Chair & CIO of Capital Group We are living through an extraordinary market…
Can Canada’s multi-year rally continue?
by Kathrin Forrest, Equity Investment Director, Capital Group KEY TAKEAWAYS Canadian equities have delivered impressive returns, but gains have…
Macro outlook: Growth hinges on Iran war, AI rollout
by Darrell Spence, et al., Economist, Capital Group KEY TAKEAWAYS AI and the Iran war are pulling the…
Stock market outlook: 3 themes for the second half of 2026
by Christopher Buchbinder, Mark Casey, Rob Lovelace, Steve Watson, Capital Group KEY TAKEAWAYS Earnings growth, not sentiment, is…
Five themes driving multi-sector fixed income in 2026
by Damien McCann, David Bradin, Greg Garrett, Capital Group KEY TAKEAWAYS AI investments, earnings growth, fiscal stimulus and a…
Beyond consensus: Economic conditions amid conflict
by Jared Franz, Darrell R. Spence, & Bobby Esnard, Economists, Capital Group Evolving geopolitical dynamics, largely driven by…
Looking beyond conflict: Viewing volatility as opportunity
by Steve Watson, Equity Portfolio Manager, Capital Group Investors are climbing a high wall of worries in 2026.…
Gold rush or fool’s gold? 3 views on surging prices
by Paul Benjamin, Lisa Thompson, and Rob Lovelace, Equity Portfolio Managers, Capital Group With gold prices rising to…
Global Balanced portfolio manager recognized by Barron’s
by Capital Group Hilda Applbaum, a founding member of the portfolio management team behind Capital Group Global Balanced…
5 charts that put market volatility in perspective
by Capital Group Fallout from the intensifying war in the Middle East has once again put market volatility…
How to handle market declines
by Research, Capital Group You wouldn't be human if you didn't fear loss. Nobel Prize-winning psychologist Daniel Kahneman…
Capital Group's Rob Lovelace on the year ahead
by Rob Lovelace, Equity Portfolio Manager and Chair, Capital International, Inc. As 2026 unfolds, markets are once again…