Capital Group

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.

Coming into 2025, gloom around Germany’s economic outlook seems almost universal. However ...

The landscape continues to evolve, presenting challenges and opportunities for investors.

As we enter the midpoint of the decade, investors are asking many of the same questions they did at the start of the 2020s.

As we start 2025, it is hard not to notice several parallels with the past; it feels like we have seen this movie before.

Hyperconcentration in the US stock market may be nearing a peak.

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.