Capital Group

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.

Ladies and gentlemen, start your batteries.

Sure, we’ve been hearing about the advent of the electric car for a long time. But evidence is mounting that it has already arrived — ahead of schedule.

The world in 2030 may seem a long way away, but at Capital Group we spend time thinking about the distant future. Here are 7 portfolio managers’ perspectives on the world in 2030, and how these shifting trends influence their investment decisions.

Investors who rode out the 2020 market turmoil know the value of patience in the face of adversity. A recession and bear market was followed by the fastest rebound in history with US equity markets hitting new record highs in Q4 2020 and into 2021.

As U.S. President Joe Biden takes office, the prospects for his policy agenda appear more robust than previously thought, following a Georgia runoff election that flipped control of the U.S. Senate

With the wreckage of 2020 in the rearview mirror, investor optimism for the new year is high. After all, how could it possibly be any worse than a year marked by a deadly pandemic, a brutal recession and one of the steepest bear markets in history?

Traditionally, defensive stocks and sectors are ones that have been able to retain value despite economic upheavals. However, 2020 has seen significant headwinds for such investments, with value and dividend stocks no longer considered safe havens.

Now that the results of last week’s U.S. elections are coming into focus, investor attention is shifting to the policy implications of a Joe Biden presidency. Bottom line: Don’t expect big, sweeping changes in the years ahead.

COVID-19 has forced economists to become students of virology.

“The virus is the economy,” says Capital Group U.S. economist Jared Franz.