2020 economic watchlist: Manufacturing,...
Economist Darrell Spence shares the key factors he’s tracking for the U.S. economy in 2020. Watch the full 2020 Outlook video from which this excerpt was taken for an opportunity to earn CE credit.
How we're pursuing winners in today...
Today’s environment of low — even negative — interest rates can present a challenge to equity investors. Equity investment director David Polak discusses how Capital Group’s investment professionals are addressing this challenge and opportunities they are discovering.
Europe’s economy and the Brexit effect
How is the European Union’s economy weathering the uncertainty over Brexit? London-based economist Robert Lind identifies the issues both European and British companies are facing and touches on the political undercurrents that are complicating a swift resolution.
Investing in China: Opportunity amid turmoil
Given the political protests and trade tensions that have unsettled markets in China of late, is it too soon to start thinking about investing there? Portfolio manager Winnie Kwan and investment specialist Kent Chan tackle this question.
2 risks to the current economic expansion
What keeps portfolio manager Alan Wilson up at night? Here he reveals two risks he believes could derail this long-running bull market.
A different take on growth vs. value
With the global economy in late cycle, should stock investors expect to see growth’s longstanding dominance give way to value? Portfolio manager Brad Vogt concedes it’s possible but proposes a more nuanced approach to the market.
Some secrets clients keep from their advisors
Our research indicates that clients routinely keep secrets from their advisors. Senior market research manager Mike Van Wyk details one prevalent type that threatens to damage the professional relationship.
Could this be the next big tech innovation?
Portfolio manager and resident big thinker Alan Wilson shares some of the areas of innovation with investment potential that he sees on the horizon.
Financial services, biotech highlight global...
Portfolio manager Jody Jonsson discusses themes, sectors and companies that have piqued her interest in today’s changing global marketplace.
Fed’s interest rate pivot brings new risks
The Fed’s about-face on interest rates reflects a shift in global growth expectations and changes how bond investors should think about risk, says head of fixed income Mike Gitlin.
What Morningstar’s category split means for...
Morningstar’s recent splitting of the intermediate bond fund category will have an immediate impact on bond investors, says head of fixed income Mike Gitlin. At issue: credit risk.
Capital Ideas: Content that cuts through the...
Watch and learn why Capital Ideas should be your one-stop shop for timely market insights and analysis. Explore Capital Ideas
Big challenges around the bend for U.S. auto
The Big 3 U.S. automakers need to shift gears to remain competitive in a rapidly changing industry, says investment analyst Kaitlyn Murphy.
Retirement industry sees challenges,...
Despite important progress over the past several years, the retirement industry faces significant challenges. Capital Group’s Ralph Haberli explains.
Semiconductors and trade: Where micro meets...
U.S.-China trade tensions will have a significant, long-term impact on the semiconductor industry, says investment analyst Isaac Sudit.
Keys to target date success
American Funds Target Date Retirement Series® has posted strong results over its relatively brief history. Ralph Haberli, head of institutional retirement at Capital Group, details the likely reasons behind the series’ success. Learn more about American Funds Target Date Retirement Series.
American Funds: An Exception to the Accepted...
Seventeen equity-focused American Funds have generated index-beating results over their lifetimes. See the results here. View Expense ratios and returns here
Five American Funds that beat the first...
See how five U.S. equity-focused American Funds outpaced the lifetime results of the first index fund, the Vanguard 500 Index.