INSIGHTS

Our perspectives

ECONOMIC INDICATORS

Investors play the waiting game as the Federal Reserve ponders its next move

Markets are holding their breath, waiting for the Federal Reserve to lower rates, but elevated inflation could force it to wait on the expected cuts.

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Commentary

Capital Group economist Robert Lind offers his views on the economic ramifications of the Russia-Ukraine conflict.

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More perspectives

Long-Term Investing

Q&A with Mike Gitlin
Japan

With new records, Japan is poised to break its losing streak

Anne Vandenabeele
Long-Term Investing

Markets have rewarded patient, thoughtful investors

Mark L. Casey

A DEEPER DIVE

Explore our viewpoints on the topics that matter most to you.

A DEEPER DIVE

Explore our viewpoint on the things that matter most to you.

MARKETS & RESEARCH
THE BROAD VIEW
WEALTH PLANNING
LIFE & LEISURE

Japan

With new records, Japan is poised to break its losing streak

Anne Vandenabeele
Long-Term Investing

Markets have rewarded patient, thoughtful investors

Mark L. Casey
Japan

Household, corporate officer buy-in could drive returns

Shintoku Nishiwaki
Japan

Measured inflation could help Japan escape its lost decades

Kohei Higashi
Health Care

Weight loss drugs could reshape industries beyond health care
Dividends

When volatility is a concern, dividends can help smooth results

Aline Avzaradel
Municipal Bonds

Municipal bonds remain attractive despite fading stimulus
Energy

Big tech seeks nuclear power with AI push
Artificial Intelligence

Separating AI hype from investment opportunity
Technology & Innovation

The Long View: 4 megatrends to watch
Equity

5 reasons why equities could defy the odds
Emerging Markets

Friendshoring brings industrial-sized investment opportunity
Long-Term Investing

What’s right with the world
Election

4 things to watch ahead of the U.S. elections
Economic Indicators

The lesson of the markets? Time them at your own risk.
Equity

2024 Equity Roundtable
Fixed Income

2024 Bond Roundtable
Multi-Asset

Winter 2024 Notes from the field
Global Equities

Rob Lovelace on what’s in store for 2024

Rob Lovelace
U.S. Equities

Magnificent Seven: What do you need to believe?

David Polak
Automotive

Electric vehicles in the fast lane: Who wins this race?
Telecommunications

Cord cutting? More like cord rerouting

Nathan Meyer
Active Management

Investment insight can come from anywhere. Even a shoe-shine stand.
Long-Term Investing

Volatility — even during a recovery — can rattle investors, but a long-term view can help instill confidence

Ed Gonzalez
Emerging Markets

Emerging markets: Positive signs even as China slows
Global Equities

How I survived 23 market shocks in 35 years of investing

Steve Watson
Fed

As the Fed pauses, what’s next for inflation and rates?
Asset Allocation

As rate hikes near end, historic investor opportunity may begin

Mike Gitlin
Japan

Japan: Will reforms unlock stock valuations?
Bonds

5 investing mistakes to avoid
Emerging Markets

EMs begin to cut rates as inflation trends lower
Finance & Banking

There’s a lot more to the financial sector than banks
Bonds

With rates at a seeming tipping point, short-term bonds beckon investors
Europe

Europe’s surprising upside offers investment opportunities
Market Volatility

U.S. economy hit by rolling recession
Bonds

Mortgage-backed securities: Cloud of uncertainty presents opportunity
Global Equities

Can this stock market rally continue?
U.S. Equities

Big Tech turnaround: Can it continue?
Bonds

What will you do with extra cash as the Fed changes course?
International

Why macroeconomic predictions can be misleading

Andrew Suzman
Fed

When the world wants to build, industrials stand to benefit
Artificial Intelligence

Rapid advances in AI create new investment opportunities

Mihir Mehta
International

Making the case for international equities
Municipal Bonds

Recession resilience: Muni bonds can help shield portfolios
Biotechnology

China’s biopharmaceutical industry rides waves of innovation
U.S. Equities

3 views on the future of growth investing
Energy

5 trends driving energy markets in 2023
Bonds

Diversification isn't dead: Bonds poised to offer balance
Manufacturing

4 trends could power an industrial renaissance
Interest Rates

All eyes are on the Fed as a new market environment dawns
Global Equities

New reality for investors: 5 big trends changing markets

Jody Jonsson
Food & Beverage

High inflation sets the table for food and beverage companies

Archana Basi
Dividends

In unsettled markets, investors rediscover dividends

Aline Avzaradel
Global Equities

Can international equities overcome a strong dollar?
Health Care

4 reasons health care could lead the next bull market
Manufacturing

Automation is building tomorrow’s supply chains
Aerospace

Air travel is taking off again
China

How to think about investing in China today
Market Volatility

How to handle market declines
U.S. Equities

After a standout rally last year, the path has turned rockier in 2022
Equity

2022 Equity Roundtable
Fixed Income

2022 Bond Roundtable
Currencies

The pros and cons of Bitcoin
Markets & Research

Bitcoin’s rambunctious year
Markets & Research

Big Tech faces big questions about its reach and dominance
Markets & Research

The future seems ripe for renewables
Markets & Research

These 3 laws drive innovation and investment opportunity
Markets & Research

China: Policy and investment implications under Biden
Markets & Research

The outlook for credit in a recessionary economy

Damien J. McCann
Markets & Research

5 realities of this recession

Darrell Spence
Markets & Research

Bond market perspective: Why it’s important to stay strong at the core
Equity

Q&A with equity portfolio manager Greg Fuss
Media

The revolution is being televised
Health Care

The biotech industry is coming of age in china

Laura Nelson Carney
Finance & Banking

A drive for data is paying off for securities exchanges

Emme Kozloff
Consumer Goods

Athletic wear is leading the pack in the apparel industry

Jon Keehn
Finance & Banking

How banks are adapting to the digital revolution

Jeremy Burge

Long-Term Investing

Q&A with Mike Gitlin
Politics

With clarity on the presidential election, Capital Group analysts dig into potential policies
Election

3 mistakes investors make during election years
Demographics & Culture

How population decline could upend the global economy

Jared Franz
Portfolio Construction

How bonds can provide balance as Fed rate hikes wind down
United States

U.S. government debt: We need to talk

Darrell Spence
Long-Term Investing

5 keys to investing
Bonds

Bond outlook: End of historic Fed hikes ushers in optimism
Global Equities

Stock market outlook: It’s time for diversification
Economic Indicators

Economic outlook: A mixed picture for global growth in 2024
Economic Indicators

The long-awaited return of bonds
Business Succession

Introducing Keith Piken
Market Volatility

Touching down amid turbulence
Market Volatility

With highly concentrated markets, more might be less

Steve Fox
Fed

Bond yields likely to remain higher for longer as Fed stands firm
Inflation

Fed’s 2% inflation target could be delivered early

Jared Franz
Regulation & Legislation

Government shutdowns have left a mark, but typically not on long-term investors
Economic Indicators

Excitement over AI contributes to good news in the stock market
Fixed Income

Q&A with Xavier Goss
United Kingdom

Britain’s solo journey has been marked by challenges

Robert Lind
Economic Indicators

Notes from the field
Markets & Economy

Fed strikes measured tone as hiking cycle resumes
Bonds

Bond outlook: Fed pause leaves many paths to income potential
Global Equities

Stock market outlook: Broader opportunities emerge
Economic Indicators

Economic outlook: Mild recession, strong recovery
Economic Indicators

The Fed is walking a tightrope as it navigates inflation and a banking scare
Finance & Banking

Q&A with Capital Group equity portfolio manager Barbara Burtin
Fixed Income

Going long can serve bondholders well
China

Reopened and retooled
Economic Indicators

Why the next economic recovery may be stronger than expected

Jared Franz
Politics

Debt ceiling showdown: Should investors worry?
Market Volatility

10 investing lessons from 2008 that apply today

William L. Robbins
Fed

Bank failures push Fed to proceed with caution

Timothy Ng
Market Volatility

What the SVB collapse means for investors
Market Volatility

Views on the collapse of SVB Financial
U.S. Equities

2023 equity roundtable
Bonds

2023 bond roundtable
Inflation

Change is coming to the investment landscape, and it may spell opportunity

Jody Jonsson
Currencies

Despite the strong dollar, there’s currency to investing abroad
Bonds

The economy in 2023: Where we differ from market consensus
Bonds

Bond market outlook: Prospects brighten as Fed slows hikes
U.S. Equities

U.S. market outlook for 2023
Outlook

International markets outlook for 2023
Market Volatility

“Courage! We have been here before”
Market Volatility

Shifting economic conditions require flexibility and adaptability

Philip Winston
Long-Term Investing

During down markets, remember your goals
Fixed Income

Explaining the mystery of the yield curve
Market Volatility

‘Reglobalization’ is ushering in a new era of world trade
Market Volatility

How we’re handling the down market

William L. Robbins
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Market Volatility

During bear markets, keep an eye on the long-term picture
Global Equities

10 investment themes for 2022
Philanthropy

Nonprofits need a forever plan for a forever mission
Inflation

Expectations could determine whether inflation persists
China

Forty years of transformation

Steve Watson
The Broad View

Health care innovation reaches warp speed
The Broad View

Five technology trends to watch in a post-COVID world
The Broad View

10 investment themes for the next 10 years
The Broad View

Love what you do and you’ll work every day
The Broad View

Avoid the urge to time the market
The Broad View

Lessons from market recoveries of the past
The Broad View

Greetings from 2030: Growth investing for the next decade

Anne-Marie Peterson
Fixed Income

Five thoughts on higher yields and corporate bonds in today’s late cycle economy
Equity

Analysts go the extra mile in their research
Market Volatility

Preparing for the next recession: Six things you need to know
Technology & Innovation

A primer on blockchain, bitcoin and the cryptocurrency craze
Portfolio Construction

Why too much of a good thing can increase portfolio risk
Demographics & Culture

The growing equality for women in India

Anirudha Dutta

Tax & Estate Planning

Want to make the most of an IPO? Plan early — very early.
Wealth Planning

Wealth planning reference guide for 2024
Wealth Planning

You, your portfolio and the future: Thinking about year-end planning
Tax & Estate Planning

When drafting your will, don’t go it alone
Long-Term Investing

To invest more effectively, set clear goals and align your portfolio to meet those needs

Sandra Morelli
Regulation & Legislation

New retirement rules offer new opportunities
Asset Allocation

Rebalancing can help investors stay disciplined

Sandra Morelli
Philanthropy

With a plan, wealth can translate into action
Tax & Estate Planning

Keeping it in the family
Philanthropy

Three steps that can help your endowment or foundation shine
Long-Term Investing

A simple approach can help limit the downside during a bear market

Sandra Morelli
Long-Term Investing

Timing stock market investments can be costly

Sandra Morelli
Legacy

Charitable LLCs provide another option for making philanthropic gifts

Michelle Black
Legacy

Talking to children about matters of wealth involves more than dollars and cents
Tax & Estate Planning

A corporate trustee can provide peace of mind in estate planning
Portfolio Construction

Preparing your portfolio to withstand market corrections

Sandra Morelli
Tax & Estate Planning

Creating a lasting charitable legacy
Legacy

Capturing your legacy to share with future generations
Life Events

Navigating the financial uncertainties of divorce

Michelle Black

Books

Four views, four reads
Books

What I’m reading: American Prometheus

Jody Jonsson
Books

Learning is a lifetime habit
Recreation & Entertainment

Find a world of your own
Books

Planning for the future while living in the moment
Demographics & Culture

6 books for summer reading
Books

Lessons from the greatest coaches of all time
Self-improvement

How to weave regular activity into your busy life
Books

10 book ideas from Capital’s investment team
Books

Designing America
Books

Fast forward
Fixed Income

The bond reset has charted a fresh path forward for fixed income
Books

On the front line
Books

In search of Frank Lloyd Wright
Self-improvement

Long-haul heroes: The importance of committing in a world of infinite browsing
Legacy

Remembering pioneering investor Bill Hurt
Books

Talking it through: Wealth and our sense of self
The Broad View

The siren birdsong of the outdoors
Recreation & Entertainment

Destination deliberate
Automotive

The pleasures and perils of investing in classic cars

Patrice Collette
Self-improvement

Use smart time management to accomplish big life goals
Transportation

A better way to fly
Recreation & Entertainment

Looking for nostalgia in the digital age
Books

Why technology could be making you smarter than you think