Content (323)
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White papersCould US GDP growth hit 5% this year?
The resilience of the US economy never fails to amaze me. Despite all the turmoil in the world, the US economy somehow manages to look past it, power through it, and come out stronger on the other side.
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White papersDynamic Global Bonds — investing across the cycle
Despite geopolitical strains, elevated borrowing, and shifting policy dynamics, the global economy has shown notable resilience over the past 12 months. Valuations across major asset classes (including equities, gold and high yield credit) remain elevated, even as several macroeconomic indicators point to potential softening beneath the surface. We believe these tensions highlight the importance of a flexible and globally diversified fixed income approach, one that can adapt to rapidly evolving conditions across markets, sectors, and currencies.
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White papersHow US midterm elections affect the markets
With everything happening in the world — from the US push to annex Greenland, to new tariffs against Europe, to military intervention in Venezuela — investors may not be focused on the US midterm elections just yet. But this pivotal contest is just 10 months away, and the campaign starts in earnest next month when President Donald Trump delivers the State of the Union Address.
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White papersFrom politics to portfolios: the market impact of rising populism
Populism has become part of the global landscape, rooted in frustrations over inequality, stagnant mobility, and a sense that mainstream policymakers have failed to adapt to shifting economic realities.
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White papersDynamic global fixed income: Investing across the cycle
Despite a year of numerous challenges, the global economy has been resilient and valuations across major asset classes remain elevated. Against this backdrop, some economic signals are now indicating potential softness, which could challenge these stretched valuations.
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White papersFixed Income Perspectives
Fixed Income Perspectives outlines the current macro and market views from across Capital Group’s extensive fixed income team and offers insights on investors’ bond exposure against an ever-changing backdrop.
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White papersWorld markets review — Fourth quarter 2025
Global stocks rose modestly, supported by solid corporate earnings and better-than-expected U.S. economic growth. Investor worries about high valuations among artificial intelligence (AI) stocks were offset by stellar quarterly earnings reports from AI-linked companies, including Alphabet, NVIDIA and Microsoft.
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White papersFive keys to investing in 2026
After three straight years of double-digit returns for the S&P 500 Index, investors are entering 2026 with equal parts confidence and caution.
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White papersHow to thrive amid a confluence of generational shifts
If we look back at equities over recent history, markets have tended to move in decadal mega cycles, where one major ‘theme’ has dominated returns.
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White papersMacro brief: Powering AI — Energy crunch sparks investment surge
If there is one element that underpins the development of artificial intelligence and reindustrialisation of America, it might be electric power.
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White papers2026 Investment Outlook
Our latest Outlook report offers actionable insights into global markets
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White papersThe future of health care: Medtech’s innovation hotspots
Chronic disease is on the rise and populations are ageing. Innovative medical technology (medtech) that helps address some of the resulting challenges to health and well-being offers significant growth potential.
