Key takeaways: AI-led profits helped push US equities to their best month since late 2020, brushing aside the rise in oil prices, further bolstered...
In brief ■ Capital cycles are imperfect, showing a tendency for booms and busts. ■ Over the past year, investors have focused on the economy and...
The first half of 2021 has seen strong growth in green bond funds including social and sustainability bonds, with Bloomberg reporting about US$294 billion...
Darrell R. Spence is an economist at Capital Group. He has 29 years of investment industry experience, all with Capital Group. He holds a...
Donald Trump's return to the White House was never going to be a subtle affair. The threat of fresh trade tariffs and heightened geopolitical...
A resilient US economy (owing to consumption and wealth effects) and strong earnings expectations for the year are driving the recent upside in equities...
Franklin Templeton has identified 'preparedness' as the overarching theme for 2025, cautioning investors to adjust their expectations after two years of superior returns. "It...
Successful investing requires thorough preparation and involves a deep understanding of businesses and their fundamental drivers of returns. Cognitive biases such as confirmation...
Since the outbreak of the Iran conflict, market losses have been limited, at least so far. But it might not take much in terms...
This market review comes from Jamieson Coote Bonds The recent US Federal Reserve (US Fed) meeting has elicited discussion about a possible US Fed 'pivot'...

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