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Fixed Income - Macro, markets, actionable ideas and portfolio construction (A Share)

A brochure that summarizes the actionable idea and portfolio construction portions of our Fixed Inco... Details

Updated: Aug 2024

Fixed Income Perspectives

Fixed Income Perspectives offers quarterly macro and market insights for financial professionals, from Capital Group's fixed income team. Details

Updated: Oct 2024

Not available to order

Fixed Income - Spotting opportunity amid uncertainty (F-2 Share)

A brochure that summarizes the actionable idea and portfolio construction portions of our Fixed Income Roadshow Deck. Details

Updated: Oct 2024

Four reasons not to fear rising interest rates

This PDF of the Capital Ideas article of the same name helps prepare financial professionals to address clients’ fears about infla... Details

Updated: Nov 2021

Not available to order

Gifting assets – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Gifting - Breaking down some basics for clients gifti... Details

Updated: Jan 2022

Gifting – Breaking down some basics for clients gifting to loved ones

This advisor presentation describes key financial and tax implications HNW clients should understand when considering gifting sign... Details

Updated: Oct 2022

Not available to order

Global equity strategy guide (F-2 shares for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It g... Details

Updated: Oct 2024

Max: 50

Global equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It gives an overview of the charac... Details

Updated: Oct 2024

Max: 50

A guide to American Funds at LPL Financial (Dealer Vrs - LPL)

The guide describes the broad array of investment vehicles available to LPL financial professionals. Details

Updated: Sep 2024

Max: 25

A guide to American Funds at MML Investors Services - Pursuing better outcomes for your clients

A product solution guide to the full suite of Capital Group/American Funds products available to MML... Details

Updated: Sep 2024

Max: 50

A guide to American Funds on the Wealth Management Platform at Osaic

The guide provides an overview of the investment vehicles available at Osaic. Details

Updated: Apr 2024

Max: 50

Guide to Class R shares (R-1, R-2, R-2E, R-3, R-4, R-5, R-5E, R-6 Share)

Differentiate our Class R shares with this single sheet that highlights pricing for each share class. Details

Updated: Nov 2024

Not available to order

Guide to international investing - How to go global in an uncertain world

This report addresses the lagging returns in non-US markets and why international investments still belong in a well diversified p... Details

Updated: Oct 2019

Guide to market recoveries

This guide is intended to help investors navigate bear markets and early market recoveries by providing 3 facts about recoveries, 3 mistakes investors make and 3 ideas to implement in portfolios. Details

Updated: Oct 2024

Hidden asset no more? Why evaluating human capital matters

Learn more about how labor relations and other aspects of human capital can drive value creation and destruction in companies. Details

Updated: Sep 2024

Not available to order

Historical fund allocations for American Funds Model Portfolios

This brochure details the initial allocations and all subsequent reallocations for the American Funds Model Portfolios. Details

Updated: Sep 2024

Not available to order

How Client Accounts can help you manage your book of business

Learn more about how Client Accounts can help you serve your clients and manage your book of business, including a list of transac... Details

Updated: Sep 2024

Not available to order

How elections move markets in 5 charts

How important is the 2024 U.S. presidential election to portfolios? We dug through more than 90 years of data to identify five ways elections have moved markets. Details

Updated: Aug 2024

Not available to order

How long do recessions and bear markets last?

Bear markets and recessions may feel long when we're in them, but throughout history they have been relatively short compared to b... Details

Updated: May 2024

How resiliency and consistency have led to greater wealth creation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group discusses upside potential and downside resilience tradeoffs and how the American Fund... Details

Updated: Nov 2024

Not available to order

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