Content (234)

  • Has the AI stock rally run out of gas?

    White papers

    Has the AI stock rally run out of gas?

    2025-03-28T15:39:00Z

    Twenty-five years ago in March, the tech-heavy Nasdaq Composite reached its peak, marking the bursting of the dot.com bubble. Investors may have this on their minds as many leading artificial intelligence stocks have run into a wall.

  • Don’t be fooled by the headlines, credit still looks good

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    Don’t be fooled by the headlines, credit still looks good

    2025-03-26T15:29:00Z

    Despite the headlines, this remains a positive environment for credit. 

  • Five factors to watch in multi-sector credit

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    Five factors to watch in multi-sector credit

    2025-03-26T15:26:00Z

    While uncertainty remains high, the current macroeconomic environment has created a supportive backdrop for multi-sector credit, with yields likely to remain elevated as inflation lingers above central bank targets. Looking further out, our data suggest we should continue to expect positive growth and slowly falling inflation.

  • Will economic uncertainty knock the Fed off course?

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    Will economic uncertainty knock the Fed off course?

    2025-03-21T15:42:00Z

    The US Federal Reserve (Fed), once the primary driver of markets, has taken a back seat this year to government actions and politics. So far, it’s been a bumpy ride.

  • Understanding tariffs in five charts

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    Understanding tariffs in five charts

    2025-03-17T15:44:00Z

    Tariff is a word many of us first heard in history class: we remember the Great Depression and the dark side of protectionist trade policy. Fast forward to today and tariffs are once again taking centre stage, serving as the linchpin of President Trump’s trade policy. A fierce debate has emerged over the impact they could have on the global economy — and as a cause of sharply rising market volatility.

  • Macro brief- Growing risks to India’s demographic dividend

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    Macro brief: Growing risks to India’s demographic dividend

    2025-03-14T15:33:00Z

    Ongoing talk of India’s demographic dividend is easy to understand: the country recently overtook China as the world’s most populous country and over the next 20 to 25 years, is set to become the largest contributor to the global working age cohort. 

  • Decoding tariffs- What’s the economic impact?

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    Decoding tariffs: What’s the economic impact?

    2025-03-10T15:48:00Z

    A new round of tariffs targeting Canada, Mexico and China has whipsawed financial markets in recent days as investors wrestle with the implications of rising policy uncertainty and the impact on the global economy.

  • Why global fixed income strategies are important in today’s market environment

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    Why global fixed income strategies are important in today’s market environment

    2025-03-05T15:36:00Z

    With the macroeconomic environment becoming more uncertain, investors should be prepared for, and be able to adapt to, several potential outcomes in 2025.

  • Rob Lovelace on what could drive markets in 2025

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    Rob Lovelace on what could drive markets in 2025

    2025-02-27T16:11:00Z

    As we enter the midpoint of the decade, investors are still considering key questions about the US equity streak, market catalysts, and the effects of global trade changes on the economy and portfolios. Capital Group’s equity portfolio manager Rob Lovelace offers his view on market directions, tariff impacts, and key investment themes shaping his portfolio decisions.

  • Discover our Capital Market Assumptions 2025

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    Discover our Capital Market Assumptions 2025

    2025-02-27T15:18:00Z

    Capital Group’s 2025 capital market assumptions provide a favourable long-term outlook, expecting mid-to-high-single digit returns for stocks and low-to-mid-single digits for bonds. That said, these expectations are lower over a 20-year horizon compared to last year. 

  • Emerging market debt outlook for 2025 - Ready for Trump 2.0?

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    Emerging market debt outlook for 2025: Ready for Trump 2.0?

    2025-01-31T00:00:00Z

    Looking ahead to 2025, the macro environment, in theory, sets the stage for a friendly backdrop in EM, especially given continued disinflation, which should allow most major central banks to ease rates throughout the year. However, the incoming US administration poses several risks to EMs. 

  • Beyond Consensus- Economic Perspectives for 2025

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    Beyond Consensus: Economic Perspectives for 2025

    2025-01-27T11:42:00Z

    As we begin 2025, our team of economists in the Capital Strategy Research (CSR) team highlight areas where their outlook is different from consensus.