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.
Perspectives on the next recession
When will the next U.S. recession hit, and what will trigger it? Here to provide answers — as well as insights from past recessions — are economists Darrell Spence and Jared Franz and portfolio manager Joyce Gordon. Please click here to view the white paper.
Guide to Recessions
Capital Group’s latest report, “Guide to recessions,” is a comprehensive e-book that explores where the U.S. is in the current economic cycle and can help advisors answer their clients’ top questions about recessions. There's also an opportunity to earn CE credit after reading the guide. Please click here to view the white paper.
No end in sight for the semiconductor...
Semicondustors are the engines driving many of today's life-changing technologies. Investment analyst Isaac Sudit offers his outlook for this essential industry.
Advances in global biotech offer exciting...
Innovative biotechnology companies — based both in and outside the United States — represent an exciting opportunity set, says portfolio manager Rob Lovelace.