Investment insights from Capital Group
Is this the end of a 40-year disinflation cycle?
Sources: Capital Group, Refinitiv Datastream. As of 10/26/22.
Market leaders are becoming less concentrated
Sources: Capital Group, Refinitiv Datastream, Standard & Poor's. As of September 30, 2022. Indexed to 100 as of 1/1/05.
Capital spending super cycle could power a new industrial renaissance
Sources: Capital Group, FactSet, MSCI. In current U.S. dollars. As of December 31, 2021.
Higher global tensions have increased risk of relying on international supply chains
Sources: Capital Group; Caldara, Dario and Matteo Iacoviello (2022), “Measuring Geopolitical Risk,” American Economic Review, April, 112(4), pp.1194-1225. The Geopolitical Risk Index is a measure of adverse geopolitical events and associated risks based upon the tally of newspaper articles covering geopolitical tensions, using a sample of 10 newspapers going back to 1985. Index level values reflect a 12-month smoothed average of monthly data. As of September 2022.
U.S. Equities
Market Volatility
European Equity
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