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Capital Group

Health care: a sector under the weather?

Health care stocks underperformed significantly in 2023, with the US elections this year potentially causing further headwinds. However, there are plenty of reasons for optimism as we enter a ‘golden era’ of health care innovation.

A guide to investing in a US election year

US Presidential elections can be divisive and unsettling, and at times, it can seem like the fate of the world hangs in the balance. But when it comes to investing, do elections really matter all that much?

Economic outlook: A mixed picture for global growth in 2024

Under the weight of elevated inflation and high interest rates, the world’s major economies are diverging. Surprising resilience in the US, Japan and India is helping to boost the global economic outlook for 2024, while ongoing signs of weakness in Europe and China are tempering expectations for the new year.

Has artificial intelligence reached a commercial tipping point?

While AI is likely on the brink of causing tectonic shifts across many companies and industries, as investors, it is vital to cut through current noise to analyse developments in the sector and the opportunities that could arise.

A framework for navigating uncertainty: high-quality bonds return to traditional role

Uncertainty over inflation and central bank policy is likely to remain high during 2023 with a wide range of possible outcomes for investment returns. This analysis points to one clear implication: the importance of investing in fixed income.

Growth that matters: investing in a world in transition

Today, interdecadal shifts are happening on three fronts – inflation, interest rates and geopolitics, triggering a change in equity market leadership (from growth to value stocks). In this paper, four Capital Group investment professionals share their thoughts on the global economy and how they are investing in a world in transition.

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Are term deposits attractive right now?

If you’re like me, you may have put money into term deposits over the past year and it’s time to decide whether to roll them over or look elsewhere. Here are the pros and cons of cash versus other assets right now.

Retirement

How retiree spending plummets as we age

There's been little debate on how spending changes as people progress through retirement. Yet, it's a critical issue as it can have a significant impact on the level of savings required at the point of retirement.

Estate planning made simple, Part I

Every year, millions of dollars are spent on legal fees, and thousands of hours are wasted on family disputes - all because of poor estate planning. Here's a guide to a key part of estate planning - making an effective will.

Investment strategies

Markets are about to get a whole lot harder

As the world shifts away from one of artificially suppressed interest rates and cheap manufacturing, investors will need to carefully consider how companies are positioned to navigate the new higher-cost paradigm.

Investment strategies

Why commodities deserve a place in portfolios

2024 looks set to be another year of reflation and geopolitical uncertainty — with the latter significantly raising the tail risk of a return to problematic inflation. That’s a supportive backdrop for commodities.

Property

What’s next for Australian commercial real estate?

It's no secret that Australian commercial property has endured its most challenging period since the GFC. Yet, there are encouraging signs that the worst may be over and industry returns should improve in the medium term.

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Board games: two hidden risks for stock pickers?

Allan Gray's Simon Mawhinney thinks two groups with huge influence over our public companies often fall short of helping shareholders. In this interview, Mawhinney also talks boards, takeovers, and active investing.

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