ANALYST PERSPECTIVES International Stocks: A Must-Have for Building Robust Portfolios
Some of the world’s best-run and fastest-growing companies are based outside the U.S.
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.
ANALYST PERSPECTIVES Modi’s Big Victory Clears the Path for Reform in India
The country has made substantial financial and economic progress under Prime Minister Narendra Modi, and his sweeping re-election bodes well for ongoing changes.
ANALYST PERSPECTIVES International Stocks Offer Opportunity in an Increasingly Globalized Economy
Despite concerns about economic slowing, the prospects for leading multinational companies continue to look promising.
ANALYST PERSPECTIVES The Rise of the Cloud is Transforming the World
Cloud computing is growing in popularity as companies make the leap from traditional mainframe systems.
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.
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.
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 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.
ANALYST PERSPECTIVES Subscription Businesses Provide Reliable Revenue and Customer Loyalty
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.
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.
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 Aerospace Reaches Cruising Altitude with Asian Demand
Surging travel in Asia and the need to replace aging aircraft spell opportunity for the aerospace industry.
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.
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.
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 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 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.
ANALYST PERSPECTIVES Changing Channels
How Streaming Video is rapidly changing the way viewers access and watch programs on TV.
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.
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.
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.
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.
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.
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.
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.
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.