Chart in Focus
Capital Ideas
Investment insights from Capital Group
Categories
U.S. Equities
Don’t be surprised if equity markets lose their sizzle in the summer
August and September are historically tough months
Equity markets are on an impressive run this year with the MSCI All Country World Index (ACWI) returning 15% and the Standard & Poor’s 500 Composite Index returning approximately 12% through July 31. However, as the calendar moves through August and into September, equity markets may lose some momentum. The MSCI ACWI and S&P 500 have posted negative returns in August and September on average since 1989, and tend to be two of the weakest months of the year for equities. For investors with a longer time horizon, staying invested in equity markets during a seasonal period of short-term weakness may be rewarded, as the last three months of the calendar year have historically had better returns.
Learn more about
Our latest insights
-
-
Economic Indicators
-
Demographics & Culture
-
Emerging Markets
-
RELATED INSIGHTS
-
U.S. Equities
-
Technology & Innovation
-
Long-Term Investing
Never miss an insight
The Capital Ideas newsletter delivers weekly insights straight to your inbox.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses.
This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.