Economic outlook: A mixed picture for global growth in 2024
by Jared Franz, Economist, Robert Lind, Economist, and Pramod Atluri, Fixed Income Portfolio Manager, Capital Group KEY TAKEAWAYS…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Weight loss drugs could reshape industries beyond health care
by Michael Beckwith, Greg Wendt, and Laura Nelson Carney, Capital Group From deep-fried turkey to pumpkin pie, the…
What I’m reading: American Prometheus
by Jody Jonsson, Vice Chair, Capital Group In Greek mythology, Prometheus was the god of fire, a troublemaker…
Electric vehicles in the fast lane: Who wins this race?
by Michael Cohen, Portfolio Manager, and Talha Khan, Political Economist, Capital Group Walking the showroom floor of Germany's…
Bond yields likely to remain higher for longer as Fed stands firm
by Pramod Atluri & Anmol Sinha, Capital Group Bond yields likely to remain higher for longer as Fed…
Emerging markets: Positive signs even as China slows
by F. Chapman Taylor, Lisa Thompson, Brad Freer, and Kent Chan, Capital Group The post COVID-19 era has…
2023 market trends in 5 charts
by Capital Group This year has been full of surprises, prompting investors to reset their expectations more than…
How I survived 23 market shocks in 35 years of investing
by Steve Watson, Equity Portfolio Manager, Capital Group This past winter I celebrated my 35th anniversary in the…
As rate hikes near end, historic investor opportunity may begin
by Mike Gitlin, Incoming President & CEO, Capital Group To say this has been an interesting year in…
5 investing mistakes to avoid
by George Wendt, Lisa Thompson, Steve Watson, Justin Toner & Martin Jacobs, Capital Group There is an old…
EMs begin to cut rates as inflation trends lower
by Kirstie Spence & Harry Phinney, Fixed Income Portfolio Managers, Capital Group Brazil’s central bank kicked off a…
4 Lessons from 50 Years of Bond Investing
by Kirstie Spence, David Daigle, Mark Brett & John Smet, Capital Group Imagine an economy plagued by persistent…
Risks of bad breadth: Market concentration in 5 charts
by Steve Fox, Senior Client Analytics Manager, Capital Group Just seven companies have kept the S&P 500 Index…
3 questions for Canadian bond investors
by Timothy Ng & Thomas Reithinger, Fixed Income Portfolio Managers, Capital Group After one of the worst bond…
U.S. economy hit by rolling recession
by Jared Franz, Chris Buchbinder, Pramod Atluri, Capital Group What happened to the widely predicted recession that was…
