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As Volatility Returns, Bonds Play a Protective Role

Recent turbulence in financial markets underscores the central role of fixed income in diversified portfolios.

 

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INVESTMENT INSIGHTS
Why Global Equity Exposure Remains Important in Today’s Markets

Global diversification is needed to take advantage of opportunities around the world.

Q&A
Q&A with Equity Portfolio Manager Alan Wilson

A glimpse at how one manager is navigating recent swings in the equity market.  

INVESTMENT INSIGHTS
10-year Treasury Yields: 3 Views on 3%

Our portfolio managers debate the impact of rising Treasury yields on stocks and bonds.

ANALYST PERSPECTIVES
Aerospace Reaches Cruising Altitude with Asian Demand

Surging travel in Asia and the need to replace aging aircraft spell opportunity for the aerospace industry.

WEALTH STRATEGIES
New Tax Law Makes Bundling Gifts to Donor-Advised Funds Attractive

Donor-advised funds can help taxpayers circumvent limits created by the new standard deduction.

Q&A
A Technology Analyst Explains Why the Sector Remains Attractive Despite Recent Weakness

Strong growth prospects and market dominance offer cause for optimism amid suddenly heightened regulatory scrutiny.

INVESTMENT INSIGHTS
U.S.-China Trade Dispute May Rankle Markets but Shouldn’t Derail Global Economy

Trade friction may weigh on parts of the global economy but is likely to be counter-balanced by solid economic growth.

INVESTMENT INSIGHTS
How to Handle Market Declines

Keep emotions in check and stick to your investment plan during bouts of market volatility.

INVESTMENT INSIGHTS
Two Key Trends For 2018

The rise of artificial intelligence and continuing strains on brick-and-mortar retailers could dominate the headlines this year.

ANALYST PERSPECTIVES
A New Chapter in U.S.-China Trade Relations Unfolds

The U.S. is adopting a more aggressive posture as China’s economic might and global ambitions grow.

ANALYST PERSPECTIVES
U.S. Interest Rates Should Stay Range-Bound, Despite an Uptick in Inflation

Inflationary pressures are mounting as wages rise, but at a gradual pace that the financial markets should be able to absorb.

INVESTMENT INSIGHTS
The Return of Volatility Is Expected and Healthy 

Capital Group Chairman and CEO Tim Armour offers his thoughts on the recent volatility, explaining that markets do better over the long term when they experience corrections periodically.

ANALYST PERSPECTIVES
What 2018 Tax Reforms Mean for Investors

The planned tax overhaul is likely to have varied effects on state and local tax deductions, estate taxes and prominent investment vehicles.

ANALYST PERSPECTIVES
How Long Can the Economic Expansion Continue? Our U.S. Economist Weighs In

Steady job growth and moderate inflation bode well for the U.S. economy in 2018.

ANALYST PERSPECTIVES
U.S. Tax Reform: 6 Key Takeaways

The tax bill is likely to stimulate U.S. economic growth in 2018 and 2019, and could support higher U.S. equity market valuations.

ANALYST PERSPECTIVES
Fed Hikes Likely to Continue in 2018 as Inflation Firms

Despite moderately higher wages and inflation, interest rates are likely to remain low overall.

 

WEALTH STRATEGIES
Preparing Your Portfolio to Withstand Market Corrections 

Positioning your portfolio to endure stock market pullbacks is an essential part of the portfolio construction process.

ANALYST PERSPECTIVES
Changing Channels

How Streaming Video is rapidly changing the way viewers access and watch programs on TV.

WEALTH STRATEGIES
Global Flexibility is Important in Constructing Equity Portfolios

Adhering to strict geographical lines could constrain investment opportunities.

ANALYST PERSPECTIVES
With Emerging Markets As a Tailwind, Aircraft Makers Take Flight

Aircraft manufacturers are soaring as emerging market demand picks up.

ANALYST PERSPECTIVES
What Investors Can Learn From a Nobel Prize Winner

Behavioral economist Richard Thaler’s research offers important lessons on the importance of taking a long-term approach to building wealth.

INVESTMENT INSIGHTS
Women and Investing: Myth vs. Reality

A Capital Group survey shows women are highly engaged in family investment decisions and are savvy about their portfolios.

MARKET COMMENTARY
How a Shrinking Federal Reserve Balance Sheet Will Affect Bonds

With the U.S. economy on solid footing, the central bank said it will begin to shrink its massive bond portfolio. The move ends a key stimulus program launched in response to the 2008 financial crisis.

ANALYST PERSPECTIVES
Japan’s Economic Outlook: Land of the Rising GDP?

Japan is on a clear upswing with exports rising and unemployment low, raising hope that the long-dormant economy may be turning a corner.

LIFE ENHANCEMENTS
Looking for Nostalgia in the Digital Age

From records to board games, the ascent of digital is being interrupted by an unexpected revival in old-school analog.

CLIENT PROFILES
Creating a Lasting Charitable Legacy

The success of our client, the Catalina Island Conservancy, provides helpful lessons for the philanthropically inclined.

INVESTMENT INSIGHTS
Can France Begin to Restore Order in Europe?

Many countries are facing a political groundswell of populist sentiment. Portfolio manager Gerald Du Manoir discusses its roots, and focuses on the opportunities and challenges.

Q&A
Up Close with Global Equity Portfolio Manager Jody Jonsson

A look at where one manager is finding value even in a rising equity market.

WEALTH STRATEGIES
Planning Around Increasingly Complex Executive Compensation Packages

Two members of our Client Solutions Group detail their research on how executives could view equity compensation in the latest issue of Investment & Monitor magazine.

ANALYST PERSPECTIVES
Trending Now Online

Brand names and dominant market share bode well for the future prospects of leading Internet companies.

AUTHOR INTERVIEW
Timing is Everything

Our featured CapitalTalks speaker, Michael Breus, discusses a scientific approach to determining the best time to do most things.

ANALYST PERSPECTIVES
Athletic Wear is Leading the Pack in Apparel Industry

The trend of wearing comfortable clothes for nearly every activity is helping to drive sales for the apparel industry.

WEALTH STRATEGIES
New Approach for Maximizing Stock Options

For executives with stock options and other forms of equity compensation, here’s an approach to help maximize their value.

ANALYST PERSPECTIVES
Attention to Well-Being Sparks Demand for Personal Care Products

Asian shoppers growing affinity for personal care products is having a transformative impact on consumer buying habits.

MARKET COMMENTARY
Why the Bond Market Has Absorbed Fed Rate Hikes So Well

Fixed-income markets have remained remarkably calm in the wake of recent Fed moves. Here's why.

Q&A
Cyber Ready

Simple steps from Capital Group's information security manager to protect yourself and your digital identity.

Q&A
Up Close with Global Equity Portfolio Manager Steve Watson

Why international markets look especially compelling to one investment professional.

ANALYST PERSPECTIVES
As Political Uncertainty Fades, European Equities May Be Poised to Break Out

The election of Emmanuel Macron as President of France removes a cloud that had hung over European markets.

ANALYST PERSPECTIVES
Road to the Future

How driverless cars and other breakthroughs could transform society and the way you get around town.

AUTHOR INTERVIEWS
Get Messy to Unleash Your Creativity

Despite the natural inclination for routine in our lives,  author Tim Hardford says shaking things up could boost satisfaction and achievement.

MARKET COMMENTARY
Why the Fed Raised Rates and What May Come Next

The central bank takes action as the economy gains steam, although rates remain low by historical standards.

INVESTENT INSIGHTS
Women Helping Investors Thrive

In honor of International Women's Day, we look at some of the many talented women who have helped shape Capital Group.

Q&A
Hidden Gems in Some of the World's Premier Winter Travel Destinations

Choosing where to visit may be easy. Here’s what to see and do when you get there.

INVESTMENT INSIGHTS
Here’s Why Stocks May Not Be As Expensive As They Seem

Putting too much attention on P/E ratios can cause investors to miss out on potential market gains.

CLIENT PROFILES
Life Lessons in Making a Difference from a Television Legend

All in the Family creator and Capital Group client Norman Lear shares wisdom gleaned from his remarkable career.

AUTHOR INTERVIEWS
Being Glued to Your Core Values is the Key to Getting Unstuck

A new book from a Harvard Medical School psychologist explains how emotional awareness can help you move forward at work and in life.

INVESTMENT INSIGHTS
Why This Lengthy Economic Cycle Could Persist

Capital Group economist Jared Franz explains why the current economic expansion has gone on for so long — and could continue.

WEALTH STRATEGIES
Why Too Much of a Good Thing Can Increase Portfolio Risk

If a single stock makes up a large amount of your portfolio, adding more diversification could be a prudent approach.

INVESTMENT INSIGHTS
Why We Believe Reports of the Bond Market’s Death Have Been Greatly Exaggerated

Despite a rise in yields, fixed income remains an important component of diversified investment portfolios.

ANALYST PERSPECTIVES
Despite Recent Choppiness, Long-Term Tailwinds Favor the Cruise Industry

Rising demand in Asia may point to smoother sailing for the global cruise industry.

ANALYST PERSPECTIVES
Growing Wireless Usage Is Creating Opportunities for Cell Tower Companies

A low-key segment of the telecom industry may be one of the most attractive from an investment standpoint.

Q&A
Up Close with Bond Portfolio Manager John Queen

Despite a sluggish global economy, we’re finding compelling investment opportunities in a range of fixed-income sectors.

ANALYST PERSPECTIVES
Robots Are Speeding the Process of Getting Online Orders to Your Door

The warehouse of the future has arrived at Amazon.com, as powerful robots transform the behind-the-scenes delivery process.

INVESTMENT INSIGHTS
How the World Shops — and What That Means for Investors

From the U.S. to China, consumer spending is undergoing sweeping change, creating massive implications for the global economy.

INVESTMENT INSIGHTS
Wealthy Investors Express Optimism in Our Exclusive Survey

According to our recent survey, wealthy investors remain decidedly upbeat about the outlook for stocks and the economy.

ANALYST PERSPECTIVES
Innovation is Driving Economic Growth and Sparking Productivity Gains

Innovation and productivity are poised to pick up around the world in the coming years.

AUTHOR INTERVIEWS
Technological Innovation Has Only Just Begun

In this interview, Kevin Kelly reveals 12 technological forces that he says are destined to shape our future.

 

ANALYST PERSPECTIVES
Well-Positioned Energy Companies Stand to Benefit from a Rebound in Oil Prices

The world's appetite for oil is likely to accelerate, based on our analysis.

Q&A
Up Close with Global Equity Portfolio Manager Philip Winston

London-based Portfolio Manager discusses the potential implications of Brexit and where he is finding compelling opportunities in the market.

WEALTH STRATEGIES
It’s an Unusually Opportune Time to Consider Transferring Wealth

Current low interest rates and the threat of new regulations boost the timeliness of certain wealth transfer strategies.

ANALYST PERSPECTIVES
In the Search for Global Growth, “Helicopter Money” May be on the Launchpad

Some central banks are contemplating a once-unthinkable notion: printing money to effectively hand out to citizens. 

INVESTMENT INSIGHTS
The Millionaires Club Is Getting Crowded in Some Emerging Markets

In some of the largest emerging markets, the number of wealthy individuals is growing at a fast pace.

INVESTMENT INSIGHTS
After Eight Years, the Euro-Zone Economy Has Returned to Pre-Crisis Levels

It took nearly a decade, but the euro zone finally surpassed its previous peak levels of economic output in the first quarter.

ANALYST PERSPECTIVES
An Easing of the Dollar May Lift International Portfolios

Comparatively high interest rates in the U.S. have pushed the greenback up against most currencies. The shift is having widely varying effects around the world.

INVESTMENT INSIGHTS
There Are Plenty of Negatives with Negative Interest Rates

Negative interest rates in Japan and Europe are pushing the boundaries of monetary policy and posing a risk to the global economy.

WEALTH STRATEGIES
Trying to Time Stock Market Investments Can Be a Costly Endeavor

Avoid the urge to time the market because history shows that staying put and systematically adding to your holdings is a better strategy.

Q&A
Up Close with Portfolio Manager Greg Fuss

In this interview, Greg Fuss, global equity portfolio manager for Capital Group Private Client Services, discusses recent volatility in the stock market and where he's finding compelling investment opportunities.

 

ANALYST PERSPECTIVES
Fresh Water and Other City Services Can Yield Refreshing Returns for Bond Investors

Much has gone right for municipal bonds, but the financial difficulties of Detroit and Puerto Rico are a reminder of the potential downside.

ANALYST PERSPECTIVES
Applying Decades of Investment Wisdom in the Current Market

Three of the most valuable tools you can have when making investment decisions are research, sound judgment and a long time horizon.

ANALYST PERSPECTIVES
How Banks Are Adapting to the Digital Revolution

The banking industry is undergoing a fundamental transformation as it adapts to the "fintech" revolution.

AUTHOR INTERVIEWS
The True Path to a Happy Life

In this interview, Raj Raghunathan gives us a preview of the path to greater fulfillment, regardless of your profession, net worth or stage in life.

WEALTH STRATEGIES
Optimizing Charitable Giving

A leading industry publication features strategies for optimizing charitable giving opportunities from Michelle J. Black, head of the Capital Group Private Client Services Wealth Advisory Group.

AUTHOR INTERVIEW
Why Doing Less Is Key to Being More Productive

Chris Bailey has spent a year of his life conducting various experiments to uncover the secrets to peak productivity. In this interview, Chris discusses some of his top recommendations.

INVESTMENT INSIGHTS
Why Falling Oil Prices Are Causing Stock Market Ripples

The decline in crude oil has weighed heavily on the stock market. But lower oil prices don’t mean the global economy is suddenly weakening.

WEALTH STRATEGIES
Strategies Every Entrepreneur Needs to Know Before Selling a Business

Selling a company is complex and entails a variety of decisions. Here are eight steps that can benefit those contemplating a business sale.

AUTHOR INTERVIEWS
Getting the Best Care in Today’s Complex Medical World

To help navigate today’s ever-changing medical maze, we spoke with Leslie Michelson, author of The Patient’s Playbook.

ANALYST PERSPECTIVES
Changing Tastes Benefit Spirits Companies

A “cocktail culture” is burgeoning across the U.S. and other parts of the world, and could propel sustained growth in the alcoholic beverages industry.

ANALYST PERSPECTIVES
The Pleasures and Perils of Investing in Classic Cars

Equity Analyst Patrice Collette was drawn to cars long before he was old enough to drive one himself. He shares a few thoughts for those who may be interested in cars as either a hobby or a potential investment.

ANALYST PERSPECTIVES
Automation is Giving China an Economic Boost

Concerns about China's economy have dominated the news, but there's a lot going right as well. Among other things: the use of advanced technologies and a move toward efficient automation.

ANALYST PERSPECTIVES
Protecting Your Portfolio from the Risks of Inflation

Most of the past decade, fixed-income investors have benefited from low inflation. While inflation is unlikely to skyrocket, consumer prices could begin to move higher as U.S. and global economies improve.

ANALYST PERSPECTIVES
The Resurgence of Railroads

Far from being a relic of a bygone era, the freight rail industry is undergoing a powerful renaissance. Improved performance and dependability have made the sector a growing force in the U.S.

ANALYST PERSPECTIVES
The Growing Equality for Women in India

After decades of being held back, a powerful shift is under way. Women in India are steadily gaining access to education and to jobs in coveted fields such as finance and technology.

WEALTH STRATEGIES
Investing in Your Passions

Investing in art, wine and other hobbies is referred to as passion investing. It has become increasingly popular over the years. Here's how to view this as part of an overall portfolio.

AUTHOR INTERVIEWS
Finding Greater Happiness Through Forming the Right Habits

In this interview, bestselling author Gretchen Rubin discusses how mastering good habits can lead to a happier life.

ANALYST PERSPECTIVES
The Gaming Industry is Poised for Recovery Despite Recent Challenges

Following a weak patch, the gaming industry in Macau and Las Vegas seems poised for a  strong recovery. Here's why.

AUTHOR INTERVIEWS
The Secrets to Raising Unspoiled Children

In this interview, New York Times columnist Ron Lieber discusses the challenges of talking about money with your kids and raising them to be more grounded, generous and financially savvy.

ANALYST PERSPECTIVES
Content Providers are Likely to Prosper as TV Viewing Shifts

The traditional TV model is yielding to a new world of on-demand entertainment over the Internet and will likely have major consequences for the entertainment industry.

ANALYST PERSPECTIVES
The Outlook Remains Positive for Japan Despite Economic Challenges

Though the government’s efforts are far from complete, signs of progress have begun to emerge in Japan's economy, including rising corporate profits and improved job growth.

ANALYST PERSPECTIVES
Immuno-oncology: A Great Promise for Patients & Investors

For decades, medical researchers have struggled to find better ways to fight cancer. Now biopharmaceutical companies are making dramatic advances in an emerging area known as immuno-oncology that could be a game changer in fighting the disease.

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