RIA Insights | Capital Group

Investment Perspectives

International investing in 2020: Your comprehensive guide

Why bother investing outside the U.S.?

Investment Perspectives

Argentina update: Q&A with emerging markets debt investment analyst

What’s the outlook for Argentina?

Investment Perspectives

Investing ahead of a recession: 5 mistakes to avoid

Positioning your portfolio ahead of a recession.

Economic Outlook

As the yield curve inverts, will the U.S. see negative interest rates?

Get answers to today’s key bond questions.

Economic Outlook

Will a trade war push the U.S. economy into recession?

Find out what our economists think.

Economic Outlook

EM outlook: Look beyond trade tensions for sustainable growth trends

We look past the trade noise.

Economic Outlook

Fixed income outlook: Fed’s pivot buys time for investors to rebalance

3 actions to take for your portfolio

Investment Perspectives

Sharpen your awareness: 9 ways to prepare for the next recession

Be prepared for your clients' toughest questions

Economic Outlook

Midyear Outlook 2019

Has 2019 kept you guessing? Get insights (and CE credit) here.

Investment Perspectives

Recession: Is there a better equity approach?

There are alternatives to consider

Investment Perspectives

Recession: Do your bonds really have you covered?

Fixed income allocations play an important role

Economic Outlook

International Outlook: Think all the best stocks are in the U.S.? Think again.

The case for investing outside the U.S.

Economic Outlook

U.S. Outlook: The expansion gets extra innings.

But for how long? Read our outlook.

Investment Perspectives

Bond shake-up: What you need to know about Morningstar splitting out the core

Learn why this is good news for investors.

Investment Perspectives

What can a 529 be used for?

More than you may think.

Economic Outlook

A view of China from the ground up

Q&A with portfolio manager Steve Watson

Investment Perspectives

Defensive investing has paid dividends in down markets

How to prepare your portfolios for late-cycle volatility

Investment Perspectives

Preparing for the next recession: 9 things you need to know

Be prepared for your clients’ toughest questions

Investment Perspectives

Barron’s chose American Funds as its best fund family of 2018

Capital Group’s multi-manager investment selection approach is highlighted.

Investment Perspectives

You know the FAANGs, now meet the DANGs

A fresh take on dividend-focused investing in volatile markets

Investment Perspectives

5 keys to investing in 2019

New challenges and compelling investment opportunities are sure to arise in 2019.

Investment Perspectives

Why fixed income? 4 roles your bond portfolio should play

Has volatility left you seeking more portfolio balance? The 4 roles of fixed income — diversification, preservation, income and inflation protection — can help.

Investment Perspectives

Brexit outlook: What British uncertainty means for markets

Our economists see 3 potential outcomes for Brexit. What are the economic and financial implications?

Investment Perspectives

Correction or bear? 6 charts that explain market declines

Capital Ideas Editorial Team

Economic Outlook

Fixed income outlook: The bond market inflection point is here

Mike Gitlin, Chad Rach & John Smet

Economic Outlook

2019 Outlook: Don't let volatility distract clients from their goals

Are you ready for 2019? Our investment pros share their views on where global markets are headed.

Economic Outlook

EM Outlook: Eyeing long growth runways in uncertain environment

Carl M. Kawaja, Stephen Green & Christopher Thomsen

Economic Outlook

International outlook: Are we nearing peak pessimism on non-U.S. equities?

Andrew Suzman, Steven Watson & Lisa Thompson

Investment Perspectives

Brace for volatility as U.S.-China trade dispute worsens

Stephen Green, Ritchie Tuazon & Jared Franz

Economic Outlook

U.S. Outlook: Aging economic expansion still flexing its muscles

Alan Berro, Don O'Neal & Darrell Spence

Investment Perspectives

Putting technology stocks' volatility in perspective

Putting technology stocks’ volatility in perspective, including the FAANGS

Investment Perspectives

How Capital Group aims to sharpen portfolio diversification

Meet with portfolio managers and analysts from Capital Group’s American Funds to hear their market insights.

Investment Perspectives

Where in the world are the dividends?

Try going global

Investment Perspectives

High net worth will soon look very different

High net worth clients are probably keeping their deepest secrets from their advisors. Our research shows what they’re holding back.

Investment Perspectives

U.S.-China trade dispute: What it means

The ongoing U.S.-China trade spat may keep volatility high but shouldn’t derail the global economy.

Investment Perspectives

How Can Investors Prepare for 2018 U.S. Tax Reforms?

In this podcast, Capital Group senior counsel Jason Bortz digs into the specifics of 2018 tax reform and discusses what changes for investors, and what stays the same.

Investment Perspectives

What a Flattening Yield Curve Means

Our Chart of the Week shows an inverted yield curve has preceded past recessions, but the timing is uncertain.

Investment Perspectives

A Caution Signal for the U.S. Equity Market?

Forward-looking U.S. equity valuations are at levels that would suggest future returns may be less robust.

Investment Perspectives

How to Handle Market Declines

Stocks rise and fall, but they’ve tended to reward investors over the long term.

Investment Perspectives

Volatility means it's time to refocus on fixed income

Central banks are tightening. Markets noticed. Learn how to upgrade your bond allocation to weather the storm.

Investment Perspectives

Is Now the Time to Upgrade Your Core Bond Allocation?

Investors should consider rebalancing their portfolios to stress core bond funds that diversify.

Economic Outlook

Stocks pull back amid signs of rising rates

Stocks have been hit with sharp losses in recent days and could bring tighter financial conditions.

Investment Perspectives

Tap the higher yields and diversification benefits of emerging markets bonds

Exploration of emerging markets debt, specifically Capital Group’s approach.

Investment Perspectives

Why global flexibility is essential in a flat world

Why investors need to be flexible in global investing, highlighting the strategy of New Perspective Fund.

Investment Perspectives

Rethinking high yield? Consider emerging markets

As high-yield bond valuations appear stretched, EM debt has provided similar yield with lower equity correlation.

Investment Perspectives

Municipal bonds in a post-tax reform world: Keep calm and own munis

Tax reform means that 2018 will be a game changer for the municipal bond market, but munis remain compelling.

Investment Perspectives

5 of the most read articles of 2017

The uncertain investment climate this year led to no shortage of investment topics to discuss. Here are our top five.

Investment Perspectives

Blockchain: The fastest financial technology

The emerging technology of blockchain could dramatically change the financial system. We explore how.

Economic Outlook

U.S. tax reform: 6 key takeaways

Capital Group economists and analysts discuss the impact of U.S. tax reform on the economy and financial markets.

Economic Outlook

What 2018 tax reforms mean for investors

Congress’ sweeping overhaul of the tax code presents a range of planning opportunities for investors.

2018 Outlook

Emerging markets outlook: There is still room to run

Capital Group expects emerging markets to remain attractive in 2018 despite impressive gains in 2017.

2018 Outlook

2018 outlook: Time for balance and flexibility

Capital Group’s 2018 global market outlook shows views on the economic recovery and ways to position portfolios.

International outlook: Europe is looking up

Capital Group’s 2018 outlook offers insights on a global an European economy that’s gaining steam.

2018 Outlook

2018 portfolio playbook

Capital Group’s portfolio allocation playbook shows greater exposure to Europe and emerging markets.

U.S. Outlook: Strong economy, expensive markets

Capital Group’s outlook sees U.S. economic growth as being steady this year.

Economic Outlook

How a shrinking Fed balance sheet will affect bonds

Although higher yields impact bond prices, significant losses can be avoided by most fixed income investors.

Investment Perspectives

In with a bang, out with a whimper

Despite the decision to run off assets, the Fed’s balance sheet may continue to be bloated for a long time.

Economic Outlook

Rising rates an opportunity to seize, not a risk to avoid

Investors may be better off worrying about riskier credit-driven assets, which are priced for perfection.

Investment Perspectives

Bond fund quality may put your portfolio at risk

How should investors balance competing objectives of income and diversification in bond funds?

Economic Outlook

Bold valuations in the Goldilocks economy

Despite global growth improving, risks for fixed income markets persist.

Investment Perspectives

The importance of flexibility in equity portfolios

Global diversification is changing amid tighter correlations between U.S. and non-U.S. equities.

Economic Outlook

A brighter outlook for international equities

Carl Kawaja, a portfolio manager with American Funds, discusses his optimistic outlook for international equities.

Investment Perspectives

Make sure income risk is worth the reward

In the bond market, thirst for yield may be exposing some investors to excessive credit risk.

Investment Perspectives

Market timing could add to underperformance

Funds with above-average volatility tend to generate lower returns for investors.

Investment Perspectives

3 reasons for international investing

International stocks have struggled for much of the past decade. But a reversal may well be underway. We explain why.

Retirement Viewpoints

"Can I really retire at 40?" What to tell clients

What to tell young, high net worth clients who want to retire extremely young, like 40.

Retirement Viewpoints

Is your defined contribution plan successful?

A successful plan is associated with consistently monitoring progress toward clearly defined plan goals.

Retirement Viewpoints

The risks of delaying liability-driven investing

Strategy could help avoid future market conditions in which implementation may be more challenging.

Investment Perspectives

Five positives on emerging market bonds

Gains in 2016 and 2017 have thrust emerging markets bonds back into the spotlight after years of uneven returns.

Economic Outlook

The age of artificial intelligence is here

Artificial intelligence is poised to fuel the next wave of innovation and provide opportunities for investors.

Investment Perspectives

Your equity portfolio may be more global than you think

Where a company sells, rather than where it is domiciled, is a key part of portfolio construction.

Economic Outlook

Five factors overpowering the globalization backlash

Global trade patterns will continue to evolve with the increasing digitization of commerce.

Investment Perspectives

Japan's economic outlook: Land of the rising GDP?

After decades of flat to negative economic growth, Japan’s economy has experienced a sustained recovery.

Investment Perspectives

2017 midyear outlook

Get investment insights for the U.S., international and emerging markets, as well as municipal and taxable bonds.

Investment Perspectives

Can midterm elections move markets? 5 charts to watch

We examined 85 years of S&P 500 data to uncover how markets react to election cycles. Read on to see our findings.

Midyear Outlook 2018

Capital Group investment professionals share their Midyear Outlook 2018 for U.S., international, emerging markets and fixed income investments.

Investment Perspectives

3 secrets of high net worth clients revealed

High net worth clients are probably keeping their deepest secrets from you, advisors. Our research shows what they’re holding back.

Investment Perspectives

10-year Treasury yields: 3 views on 3%

Three Capital Group portfolio managers discuss how they expect higher U.S. Treasury bond yields to impact markets.

Investment Perspectives

Rates rise and China slides: Making sense of the market sell-off

Upended by rising Treasury bond yields, global stocks have declined sharply in recent days as investors grapple with various concerns.

Investment Perspectives

Small-cap outlook: How and why to invest in small-cap stocks

Small-cap stocks are posting strong results. Is it too late for investors to participate? Capital Group portfolio managers and analysts offer insights into small-cap investing.

Investment Perspectives

Brace for volatility with policy changes

Inflation is up. Credit spreads are tight. Read our Portfolio Strategy Group’s outlook in this Goldilocks economy.

Investment Perspectives

Volatility: The long-term investor’s unlikely ally

The recent volatility in global equity markets serves as a reminder that a measured, long-term approach to investing is paramount in today’s environment.