This week's story in charts focuses on a pressing issue for all investors: the growing talk of another stock market bubble in the U.S. technology sector. If this risk is real, how significant might it be? And where can allocators still find opportunity in this market environment? Download the chart pack here.
From solid fundamentals to supportive macro conditions, learn why our biotech experts believe the industry may be ready to run.
Falling interest rates present challenges and opportunities. Capital Group portfolio managers highlight five themes as the Federal Reserve cuts…
Learn how economic policy uncertainty impacts US equity volatility, with insights on trends from 2000-2024 and the effects of election cycles on…
Carmine De Franco, Head of Quantitative Equity Portfolio Management, and Andrew Craig, Co-head of the Investment Insights Centre, explore the…
The greatest bubbles need a transformational technology and a ripe macro and monetary backdrop, and we now have both.