The great global restructuring

Global dynamics are shifting at an unprecedented pace. Artificial intelligence is redefining productivity, trade patterns are evolving, and questions around U.S. debt sustainability and the dollar’s role continue to challenge long-standing economic assumptions. Against this backdrop, navigating investment markets requires both agility and a long-term perspective.

Capital Group’s latest research paper — The Great Global Restructuring — offers a strategic framework to help interpret these changes and assess their implications for investments.

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How Much Could AI Drive Future Productivity?

As labor and capital play smaller roles as economic drivers, productivity becomes the fundamental key to growth. Could AI become the next transformative force on par with railroads, PCs and the internet?

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America First Policies: What Are the Global Implications?

Trade and capital flows are inherently linked. Rebalancing the current system is likely to have significant macroeconomic and market consequences, with policy driven shifts in the U.S. already reshaping global dynamics.

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U.S. Debt and Dollar Dominance

The U.S. dollar's reserve status and prolonged economic strength have attracted the world's surplus savings, making much of U.S. debt financing largely insensitive to interest rate changes. But as the U.S. budget deficit expands, what are the policy levers that can address the debt challenge, and are there alternatives to the U.S. dollar?

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Webinar: What’s Driving Investment Markets as Global Dynamics Shift?

Join a panel of Capital Group’s investment professionals as they explore the implications of the Great Global Restructuring for markets, the challenges and opportunities ahead, and how investors can position for what’s next.

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