Reshoring supply chains: What does it mean for investors?
by Julian Abdey equity portfolio manager, Rob Lovelace, vice chair and president, & Winnie Kwan, equity portfolio manager,…
Is the 60/40 portfolio still a good investment strategy?
If 2022 represented an inflection point — that rare year when investors saw stocks and bonds decline in…
China: What could drive its markets in 2023
by Victor Kohn, Steve Watson, and Kent Chan, Capital Group As nearly three years of lockdowns come to…
Global energy: Upcycles, mini-cycles and opportunities
by Craig Beacock, and Kathrin Forrest, Capital Group Is there more fuel in the tank for energy stocks?…
4 trends could power an industrial renaissance
by Gigi Pardasani, Dominic Phillips & Andrew Suzman, Capital Group Weighing in at 1.37 million pounds and with…
5 keys to investing in 2023
by Pramod Atluri, Caroline Randall, and Andrew Suzman, Capital Group Investors are more than ready to turn the…
Bond market outlook: Prospects brighten as Fed slows hikes
by Promod Athuri, Damien McCann, & Ritchie Tuazon, Portfolio Managers, Fixed Income, Capital Group Bond markets had a…
Capital Group 2023 Outlook: Long-term perspective on markets and economies
by Capital Group Copyright © Capital Group
The economy in 2023: Where we differ from market consensus
by Jared Franz, Robert Lind, Stephen Green & Jens Søndergaard, Capital Group The wisdom of crowds can be…
U.S. market outlook for 2023
by Jared Franz, Martin Romo, Diana Wagner, Capital Group Investors want to know how much longer the pain…
International markets outlook for 2023
by Gerald Du Manoir Equity Portfolio Manager, Jens Søndergaard, Currency Analyst, Lisa Thompson, Equity Portfolio Manager, Capital Group…
Dividends: Building resilience in a new market reality
by Alan Berro, Equity Portfolio Manager, & Will Robbins, Equity Portfolio Manager, Capital Group The market pivot away…
Securitized credit can be an important diversifier in bond portfolios
by Xavier Goss, Portfolio Manager, Capital Group As the risk of recession looms large over financial markets, how…
Guide to Recessions: 9 key things you need to know
by Jared Franz, Economist, & Darrell Spence, Economist, Capital Group How bad will the next recession be? That’s…
5 reasons to invest in high yield
by Shannon Ward, Fixed Income Portfolio Manager, Peter Becker, Investment Director and Flavio Carpenzano, Investment Director, Capital Group…
