Dec 31, 2020

Join us for a timely discussion of markets and the global economy, plus a detailed look at equity and bond market opportunities. We conclude with implications for portfolio allocations in 2021.

To view the additional resource, 2021 Outlook slides, click here [PDF] or copy and paste bit.ly/3tjl9dF into your browser.

To...

Dec 11, 2020

London-based fixed income portfolio manager Mark Brett is retiring at the end of 2020. Here he distills the perspective gained over his four-decade career into practical guidance for bond investors embarking on what he sees as a new phase for the markets.

For industry-leading insights, support tools and more,...

Dec 4, 2020

Capital Group equity analyst Rachel Bowman shares her outlook for the U.S. retail sector amid a pandemic-ravaged holiday shopping season. Some retailers are having their best year ever, she notes, while many others are going bankrupt — and there’s not much in between.

For industry-leading insights, support tools and...

Nov 20, 2020

Now that the votes are in, we break down what the election means for industries and sectors that are most likely to be affected. Plus, we provide guidance on tax and regulatory changes. 

To view the additional resource, What the election means for investors slides, click here [PDF] or copy and paste bit.ly/3r9uvWT into...

Nov 6, 2020

Where are we in the transition from recession to eventual recovery? Join two of our economists as they share their latest perspectives and answer your key questions.  

To view the additional resource, Economic outlook: From recession to recovery slides, click here [PDF] or copy and paste bit.ly/3qinuDX into your...