Capital Group

Steve Watson, Equity Portfolio Manager: “I have 30+ years of experience – but the past 16 months stand out in my career as both intensely painful and incredibly instructive. Here are 5 lessons I (re)learned that I’m using in my portfolios today”.

When it comes to America’s biggest technology companies, it seems like regulatory risk has never been higher. But we believe that Big Techs can survive, and even thrive, following those recent intense regulatory cycles.

COVID clearly remains a global public health threat. But in the U.S. – as with many other countries across the globe, consumers are spending again, and the American economy is awakening from its artificially induced slumber.

Energy transitioning from fossil fuels to renewables is a trend that is here to stay. From an investor standpoint, this transition will create investment opportunities across multiple sectors.

Fear of missing out is a powerful force in investing. And it’s difficult to ignore an asset that has gained more than 500,000% in just a few years, eliciting headline-grabbing commentary from Elon Musk and Warren Buffett, among others.

Capital Group investment analyst Frank Beaudry goes the extra mile to research a company’s approach to environmental, social and governance (ESG) issues.

If anything, we see semiconductors powering the next decade of global growth in an increasingly data-hungry world, much like oil fuelled the rise of industrial economies in the last century.

Last year was a truly awful time for global aviation. The COVID-19 pandemic brought about the biggest disruption to the global aviation industry in its entire history. Still, this sector is showing resilience : five reasons why.

After a stellar 2020, the US bond market is coming under pressure. Massive government stimulus measures and an improving economic outlook are combining to stoke one of fixed income investors’ biggest fears: higher inflation.

Global M&A activity hit $484.5 billion for January and February, up 33% compared to last year. Capital Group portfolio managers shared their views on 5 key questions about the M&A boom.