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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.

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Retirement

The retirement scorecard: how many of these questions can you answer?

From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

2026 is not 1999

The US market looks eerily similar to the dot-com era with soaring AI spending and tech giants dominating returns. But one difference separates today’s boom from the dot-com bubble and it could determine what happens next.

Planning

Taxing time for trusts

Trusts are facing a shake-up, but an overhaul may not be necessary. Families can explore restructuring strategies that preserve succession and the asset protection benefits that have made these structures valuable.

Economy

Why the US economy is stronger than you might think

War, inflation and higher rates were expected to derail America. But has the market got it wrong? Three forces are driving the economy beyond expectations, revealing implications for stock prices and portfolio positioning.

Gold

How much trust is in your portfolio?

Everyone talks about diversifying assets. Far fewer think about diversifying trust. As inflation, debt and market assumptions collide, the question is whether portfolios need greater protection from unexpected outcomes.

Retirement

Retirement in reality - 7 months in

Seven months into retirement, I'm still uncovering surprises. This month was spent reflecting on the slow pace of health change, the myth of neatly scheduled part-time work and the unexpected persistence of retirement guilt.

The new geography of technology leadership

The next chapter of technology may not belong to the companies or business models many expect. As the landscape shifts, some opportunities are emerging in places that remain surprisingly overlooked by global markets.

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