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U.S. Outlook: The Expansion Gets Extra Innings

The Fed’s interest rate pause is extending the economic cycle.

 

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ANALYST PERSPECTIVES
International Outlook: Think All the Best Stocks Are in the U.S.? Think Again.

Companies with the best annual returns are often based overseas.

ANALYST PERSPECTIVES
An Up-Close Look at the Prospects for a U.S.-China Trade Deal

Despite periodic stumbling blocks in negotiations, a global equity manager believes an accord is likely.

WEALTH STRATEGIES
Evaluating the Benefits and Risks of Qualified Opportunity Zones

Understanding the investment component and potential estate-planning considerations of qualified opportunity zones.

ANALYST PERSPECTIVES
When the Chips are Down: Four Reasons Semiconductors Remain Attractive

The long-term investment outlook remains positive as more powerful chips feel innovation.

ANALYST PERSPECTIVES
Beware China's Slowing Economy

Long-term investment opportunities remain strong in China, but the country’s economy will probably weaken in the near-term amid trade uncertainty, debt concerns and limited stimulus efforts.

ANALYST PERSPECTIVES
Preparing for the Next Recession: Six Things You Need to Know

History suggests that the long-term impact of economic pullbacks is often not be as bad as people fear.

ANALYST PERSPECTIVES
Brexit Outlook: What British Uncertainty Means for Markets

A potential delay in Britain’s withdrawal from the EU could extend uncertainty for U.K. stocks, though the impact could be limited for multinationals with broad-based revenue.

MARKET COMMENTARY
Correction or Bear? Six Charts That Explain Market Declines

How often do corrections turn into full-fledged bear markets? Not very often.

ANALYST PERSPECTIVES
Trade and Economic Concerns Send a Shudder Through Global Markets

Trade tensions, wavering global growth and Federal Reserve rate hikes battered markets around the world.

ANALYST PERSPECTIVES
Brace For Volatility as U.S.-China Trade Dispute Worsens

With the sharp decline in global equities and U.S. Treasury yields since early October, financial markets appear to be re-pricing the outlook for global growth. Here's what may be ahead.

WEALTH STRATEGIES
Our Distinctive Approach to Sustainable Investing

A look at the unique way that Capital Group blends social consciousness into its investment process.

INVESTMENT INSIGHTS
Three Key Takeaways From the U.S. Midterm Elections

The outlook for the stock market has historically brightened after midterms elections, although political uncertainty remains high and jockeying for the 2020 presidential race has just begun.

AUTHOR INTERVIEWS
Make Your Own Luck

Luck isn’t just a matter of chance. Here’s how to create breaks for yourself.

INVESTMENT INSIGHTS
Putting Technology Stocks’ Volatility in Perspective

Despite the risk of heightened regulatory scrutiny and slower earnings growth at some companies, the tech sector’s long-term outlook remains positive.

Q&A
Q&A with Equity Portfolio Manager Noriko Chen

The recent weakness in foreign markets has created opportunities for those with long-term investment horizons.

ANALYST PERSPECTIVES
Despite Near-Term Challenges, Emerging Markets Hold Significant Promise

Though trade tensions and currency shifts have muddied the immediate outlook, the fundamental strengths of the developing world remain intact.

MARKET COMMENTARY
Rates Rise and China Slides: Making Sense of the Market Selloff

Volatility may remain elevated as tech stocks pull back sharply after lengthy advance.

ANALYST PERSPECTIVES
Subscription Businesses Provide Reliable Revenue and Customer Loyalty

Though trade tensions and currency shifts have muddied the immediate outlook, the fundamental strengths of the developing world remain intact.

CLIENT PROFILE
A Corporate Trustee Can Provide Peace of Mind in Estate Planning

Learn about the advantages of designating a professional to oversee your trust and take care of your beneficiaries.

ANALYST PERSPECTIVES
Pioneering Research is Transforming the Biopharmaceutical Sector

Our investment analyst travels far and wide to try to identify promising companies in the dynamic biotech sector.

INVESTMENT INSIGHTS
Can Midterm Elections Move Markets? 5 Charts to Watch

The stock market tends to rally in the weeks leading up to a midterm election and continues to rise afterward.

ANALYST PERSPECTIVES
Why Multinationals Can Survive Trade Conflicts

An intense focus on sales and sourcing in local markets is helping multinational companies adapt to global trade tensions.

ANALYST PERSPECTIVES
Improving Fundamentals Boost the Appeal of Toll Road Bonds

Toll roads can pay off for bond investors as municipalities battle traffic congestion.

ANALYST PERSPECTIVES
Economic Reforms and a Youthful Population are Driving Growth in India

Ongoing reforms and a youthful workforce have helped India become the fastest-growing major economy.

ANALYST PERSPECTIVES
Cash in Trash

Leading waste management companies feature solid growth prospects and recession-resistant businesses.

Q&A
Q&A with Equity Portfolio Manager Gerald du Manoir

An equity manager shares his thoughts on international trade and the outlook for the global economy.

ANALYST PERSPECTIVES
The State of Global Tariffs in 6 Charts

To provide guidance on a complicated and rapidly changing situation, Capital Group’s investment team selected six charts that highlight the current state of global trade tensions.

ANALYST PERSPECTIVES
A Primer on Blockchain, Bitcoin and the Cryptocurrency Craze

The technology underlying cryptocurrencies may prove to be the most lasting breakthrough.

ANALYST PERSPECTIVES
As Volatility Returns, Bonds Play a Protective Role

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

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.

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.

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.

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.

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.

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.

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.

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