Article
The Week: IPO fever
A wave of technology IPOs are coming to market. To what extent will they destabilise US markets?
Topic
Analysis & opinion
Article
Market view: US equities: where focus meets opportunity
Despite ongoing macro volatility, Fidelity’s Stephen DuFour highlights how the diversity of the US market continues to offer focused opportunities for earnings growth across several key areas.
Article
The room marked ‘AI’
Concentration, conviction and why emerging markets still offer more than one story. Baillie Gifford tells us more.
Article
Life lessons: raising the next generation of investors
Teaching children about money goes far beyond encouraging them to save their pocket money. Introducing core concepts such as saving, spending and investing from an early age can help build financial confidence, equipping young people…
Article
European equities: an underappreciated source of global investment opportunity
Today’s European equity market represents a diversified, innovation-driven and globally connected opportunity set, says Capital Group, offering investors access to high-quality companies with competitive advantages, attractive valuations and long-term structural growth drivers.
Article
Geopolitics and the US midterms
In this Capital Group webinar, watch political economist Matt Miller and Reagan Anderson, SVP of government & regulatory affairs, take a look at election year markets.
Article
Why AI will transform, not replace, your job
For many of Capital Group’s economists and portfolio managers, AI is seen more as a long-term job creator than a job destroyer.
Article
How might Kevin Warsh steer the Fed?
The path to lower US interest rates has become less clear, says Capital Group, raising the stakes for both policy decisions and market expectations.
Podcast
Baillie Gifford | Why American culture feels so chaotic – and how investors can benefit
The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains. Capital at risk.
Podcast
Fidelity International | Fidelity Answers: what kind of fixed income can protect my portfolio when inflation is rising?
With inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer for capital in an environment of higher prices and geopolitical shocks?