Capital Group

Is the US economy in recession or not? That’s the question on the minds of many investors as US gross domestic product (GDP) declined for two consecutive quarters in the first half of the year, a commonly cited definition of recession.

Stock markets around the world have entered bear territory but “Declines create opportunities for investors who remain calm. If we make good decisions in times of stress, we can potentially set up the next several years for strong returns.”

The world has changed.

We are living through a pivotal time in history, marked by geopolitical realignment, high inflation, volatile financial markets and the end of a 40-year period of declining interest rates.

The path to higher interest rates is painful, but it should ultimately benefit bond investors over the long haul.

With economic storm clouds obscuring the outlook for global growth, investors may want to prepare their portfolios for ongoing market volatility.

While COVID-19 helped accelerate the ESG agenda, the tragic invasion of Ukraine is likely to further speed up its evolution.

As the global economy gradually emerges from the pandemic, airports around the world are dealing with a crush of passengers looking to make up for lost time.

This is one of the most complex environments for investing we have seen in years. Hence, looking to invest in an ‘all weather portfolio’ with the potential to withstand a variety of potential risks sounds like reasonable.

Despite efforts across the aviation industry to reduce CO2 emissions, the path to net zero greenhouse gas (GHG) emissions remains challenging. Capital Group’s ESG team examined various scenarios for potential decarbonisation pathways to 2050.

Climate change is forcing investors to evaluate two new types of risk: transition risk and physical risk. Water stress being one of the most pronounced physical risks from climate change that investors must consider.