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Capital Group

A guide to investing in a US election year

US Presidential elections can be divisive and unsettling, and at times, it can seem like the fate of the world hangs in the balance. But when it comes to investing, do elections really matter all that much?

Economic outlook: A mixed picture for global growth in 2024

Under the weight of elevated inflation and high interest rates, the world’s major economies are diverging. Surprising resilience in the US, Japan and India is helping to boost the global economic outlook for 2024, while ongoing signs of weakness in Europe and China are tempering expectations for the new year.

Has artificial intelligence reached a commercial tipping point?

While AI is likely on the brink of causing tectonic shifts across many companies and industries, as investors, it is vital to cut through current noise to analyse developments in the sector and the opportunities that could arise.

A framework for navigating uncertainty: high-quality bonds return to traditional role

Uncertainty over inflation and central bank policy is likely to remain high during 2023 with a wide range of possible outcomes for investment returns. This analysis points to one clear implication: the importance of investing in fixed income.

Growth that matters: investing in a world in transition

Today, interdecadal shifts are happening on three fronts – inflation, interest rates and geopolitics, triggering a change in equity market leadership (from growth to value stocks). In this paper, four Capital Group investment professionals share their thoughts on the global economy and how they are investing in a world in transition.

ESG Global Study 2022

Many investors are contemplating how to integrate ESG issues into their investment decisions. For our latest ESG study, we surveyed over 1,100 global professionals, including advisors, consultants and intermediaries to obtain in-depth ESG insights, thoughts on ESG trends and views regarding ESG regulation.

Latest Updates

Testamentary trusts: Treasury has picked the wrong reading

A decades-old estate planning tool has survived one tax crackdown only to be caught by another. The surprise isn't who the reform is targeting, but who could end up paying the price for drafting choices made years ago.

Latest from Morningstar

Does an American retirement rule work for Australians?

The 4% rule has survived decades of scrutiny, but Australia's retirement system changes the equation in ways most overlook. Before accepting or rejecting this rule of thumb, it pays to understand what really drives retirement outcomes.

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Glencore lands on the ASX. Should BHP and Rio shareholders switch?

A coal-heavy miner with governance concerns isn't the obvious choice for investors. Yet, Glencore's ASX listing may offer something BHP and Rio can't. The challenge is working out whether the opportunity outweighs the risks.

Why does the system treat capital gains and losses differently?

Investors are often told not to let tax policy drive their investment decisions. Yet, under the new CGT rules, portfolio construction, volatility and even how assets are owned may have an outsized impact on their final outcome.

Economy

Three common sense reforms that Australia needs

What do frozen bank accounts, mortgage traps and pension penalties have in common? They're all symptoms of a system that makes life much harder. Yet the obvious solutions seem to have escaped the attention of Canberra.

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The hidden cost of government debt for investors

Some of the important effects of rising public debt never make the headlines. Research shows the immediate effects may already be unfolding, influencing corporate behaviour in ways that many investors would never suspect.

Investment strategies

When do fundamentals matter?

Is fundamental investing losing its grip on markets? Investors continue to search for valuation-based explanations for every price move, but the dominant force behind short-term returns may be something else altogether.

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