Content (360)
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White papersA unique market moment and the case for active judgement
We are living through an extraordinary market environment. The level of concentration in many equity benchmarks has increased significantly.
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White papersAmerica at 250 in six charts
For investors, America’s 250th birthday allows time for reflection. At 250, the US economy remains the envy of the world, even as the global system is undergoing dramatic changes. Below are six charts that highlight how it got here and where the country may be headed.
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White papersEuropean construction: Green shoots of growth?
Construction activity in Europe is poised for a gradual recovery at a time when evolving European Union (EU) policies could boost demand for locally produced low-carbon steel and cement. Here, we lay out three key considerations when investing in European cement and steel industries.
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White papersFour forces shaping credit markets
Global credit markets are entering a more complex and uncertain phase, despite broadly resilient headline fundamentals. While growth remains positive, it is increasingly narrow and uneven, and investors should prepare for higher volatility and greater dispersion in returns across issuers and sectors.
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White papers2026 Midyear Investment Outlook
Capital Group’s 2026 Midyear Outlook report delves into many market-driving issues, including conflict, the AI rollout, inflation, high oil prices and the US midterms. It also identifies key equity and fixed income investment themes. Here we offer an overview of the opportunities as we see them. Be sure to download the full report for a deeper dive.
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White papersMacro outlook: Growth hinges on Iran war, AI rollout
Global economic growth is coming under pressure due to the Iran war, rising oil prices and ongoing trade disputes, but one powerful engine is more than making up for it: AI-related investment spending.
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White papersA wider pitch: lessons from the largest football World Cup in history
The 2026 football World Cup will be the largest in history. For the first time, 48 nations will compete, up from 32, and it will be co‑hosted across three countries: the United States, Canada and Mexico. This expanded format creates more qualifying places, particularly for regions that have historically been under‑represented and introduces additional routes into the tournament.
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White papersStock market outlook: 3 themes for the second half of 2026
If you take your cues from the daily news headlines, you can find any number of reasons to feel squeamish about the stock market.
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White papersEuropean equities: an underappreciated source of global investment opportunity
European equities are often viewed through a narrow macro lens, driven primarily by euro-area growth expectations. However, this perspective understates their true potential. Today’s European equity market represents a diversified, innovation-driven and globally connected opportunity set, offering investors access to high-quality companies with competitive advantages, attractive valuations and long-term structural growth drivers.
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White papersWhy AI will transform, not replace, your job
Ask ChatGPT whether layoffs at Big Tech companies are a preview of what’s coming for everyone else, and its answer is as clear as mud: Not yet. But the warning signs are real.
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WebinarWebinar: Geopolitics and the US midterms
Watch political economist Matt Miller and Reagan Anderson, SVP of government & regulatory affairs, take a look at election‑year markets.
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White papersMacro Brief: How might Kevin Warsh steer the Fed?
Incoming Federal Reserve chair Kevin Warsh is entering a period of inflation uncertainty, an uneven labour market, geopolitical pressures and elevated debt, all of which may limit policy flexibility.
