AI and the new megacycle for tech
by Julien Gaertner, Drew Macklis, Mihir Mehta, Capital Group Too busy to plan your next business trip? Imagine…
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...
Will India be the breakout emerging market this decade?
by Brad Freer, Shlok Melwani, Anirudha Dutta, and Rahul Sadiwala, Capital Group India is known as the market…
Capital Group - Mid-Year Outlook
by Martin Romo, Portfolio Manager, Capital Group Copyright © Capital Group
Bond outlook: Fed pause leaves many paths to income potential
by Pramod Atluri, Tara L. Torrens, and Courtney Wolf, Fixed Income Portfolio Managers, Capital Group Bonds today provide…
Stock market outlook: Broader opportunities emerge
by Martin Romo, Andrew A. Cormack, and Caroline Randall, Portfolio Managers, Capital Group Even as the global economic…
Capital Group’s fixed income leadership recognized
by Ryan Murphy, Fixed Income Business Development Director, Capital Group Who’s the new bond leader among active management…
Economic outlook: Mild recession, strong recovery
by Jared Franz, Ben Zhou, Pramod Atluri, Capital Group The global economy has managed to avoid a recession…
Making the case for international equities
by Gerald du Manoir, Sung Lee, Christopher Thomsen, Capital Group International equities have long been overshadowed by the…
Big Tech turnaround: Can it continue?
by Mark Casey, Cheryl Frank, Martin Jacobs & Martin Romo, Capital Group Big Tech is making a comeback.…
Will the U.S. dollar continue to weaken?
by Andrew Cormack, Philip Chitty, Thomas Reithinger & Harry Phinney, Capital Group Is the U.S. dollar at a…
Why macroeconomic predictions can be misleading
by Andrew Suzman, Equity Portfolio Manager, Capital Group The past year has reminded me that predictions based on…
Why the next economic recovery may be stronger than expected
by Jared Franz, Economist, Capital Group Three questions have weighed on investors’ minds for months: Will there be…
Debt ceiling showdown: Should investors worry?
by Matt Miller, Tom Hollenberg, Steve Watson, Capital Group Stop us if you’ve heard this one before: U.S.…
AI: What it means for investors
by Mark Casey, Richmond Wolf, and Drew Macklis, Capital Group Artificial intelligence (AI) is having an iPhone moment…
Technology investing: 3 views of tomorrow
by Martin Romo, Cheryl Frank, and Carl Kawaja, Capital Group High tech, high reward? It was anything but…
