Capital Group

In the 2008 film, The Curious Case of Benjamin Button, the title character played by Brad Pitt ages in reverse, transitioning over time from an old man to a young child. Oddly enough, I think the US economy is doing something similar.

The combination of high starting yields and a supportive macro backdrop means the stars could finally be aligning for fixed income markets.

Investor enthusiasm for artificial intelligence has gripped the financial markets and shows no signs of loosening its hold. Has it gotten too hot ?

With global equity markets selling off sharply in the first few days of August, investor sentiment has quickly shifted from exuberance to apprehension.

2024 so far has been a year of diverging economies, equity market highs and election fever – with far more to come.

After a strong rally in the first half of the year, stocks appear to be headed into the second half with a powerful tailwind and an even brighter outlook.

With Biden and Trump set to square off in November, the 2024 US election cycle presents the possibility of a significant shift in political leadership — potentially leading to policy changes that could impact portfolios.

Innovation is not just a buzzword — it is the lifeblood of investment success. It fuels growth, drives competitiveness and shapes the future of companies. But while innovation is essential, not all emerging trends are created equal.

The dominance of megacap tech stocks has prompted debate around how much higher equity markets can go, especially in the US.

Demographic changes have major implications.