Capital Group

The debate over artificial intelligence has taken a sharp turn.

Fallout from the intensifying war in the Middle East has once again put market volatility in the spotlight.

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.

If there is one element that underpins the development of artificial intelligence and reindustrialisation of America, it might be electric power.

Has the AI boom reached bubble territory? Have markets overcome the risks of policy uncertainty? Can markets outside the US continue to show strength, or will the global rally fade as it has many times in the past?

Capital Group’s 2026 Outlook explores tariff uncertainty, high valuations, earnings expectations, and how sticky inflation and weak labor markets shape interest rates.

“Made in America” has been a government policy, a political slogan and a marketing strategy throughout US history.

With the S&P 500 Index near record highs, have we moved past peak dominance for the Magnificent Seven ("Mag 7") group of stocks?

The US economy has demonstrated surprising resilience in the six months since President Trump unveiled a long list of tariffs against virtually every trading partner.

Structural tailwinds that have supported the US dollar over the past three years appear to be fading.