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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Quarterly commentaries: A deep dive on markets

Hear from our investment professionals about recent market activity in equities, fixed income and model portfolios.

Equities

As of 6/30/2022

Key takeaways for the quarter

  • On the heels of rising inflation and a hastening upward path of interest rates, global equities declined 15.7% in the quarter and 20.2% year to date.
  • While absolute losses are always painful, the equity and multi-asset American Funds held up relatively well against primary prospectus benchmarks, with 13 of 20 outpacing.
  • Our equity income and balanced American Funds displayed the most strength during the quarter — all outpaced their blended benchmarks — as did our more conservative growth-and-income strategies.
  • After severe multiple compression year to date, we believe the market will once again begin to ascribe value to fundamentals and remain optimistic about investing amidst this backdrop.

Model portfolios

As of 6/30/2022

Key takeaways for the quarter

  • While growth models lagged their respective benchmark index blends, dividend-paying equities helped bolster several growth-and-income and income-oriented models past their benchmarks. 
  • Although fixed-income and equity markets appeared to move in lockstep over the past quarter, we expect correlations to normalize as the risks of recession are priced in.
  • Our model portfolios are built for long-term objectives and reflect active investment decisions across the underlying funds. We remain steadfast in this approach, especially in times of significant volatility. 

Fixed income

As of 6/30/2022

Key takeaways for the quarter

  • The second quarter remained challenging for fixed income as markets faced ongoing inflation, sizable rate hikes and increased potential for a recession.
  • Despite the difficult quarter for bonds, the majority of fixed income American Funds maintained positive returns over longer term periods. 
  • Important goals for core fixed income funds include income, inflation protection, capital preservation and diversification from equities.




     

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Capital Group offers a wide variety of investments, all backed by deep fundamental research and driven by clients' real-life goals.










 

2021 Financial Advisor IQ awards Gold Medal Winner seals for Macro Commentary and Overall Content & Commentary shown.  Refer to asterisk.
2021 Financial Advisor IQ awards Gold Medal Winner seals for Macro Commentary and Overall Content & Commentary shown. Refer to asterisk.

*The FA-IQ Service Awards are based on the votes of 903 financial advisors who participated in an online survey in 2021. Advisors identified the companies with which they have worked and chose which among those companies they considered to have produced outstanding content and commentary.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinion of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

American Funds Distributors, Inc., member FINRA.

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