Investment Insights | American Funds

  • Forms
  • MY ACCOUNTS
  • INVESTMENTS
  • INSIGHTS
  • PRODUCTS
  • PLANNING
  • SERVICE & SUPPORT

Investment Insights

August 2017
 |  FEATURING Joanna F. Jonsson

CE Credit Video Excerpt: Building and Protecting Wealth Through Retirement

In this Video from the AssetTV Masterclass, American Funds portfolio manager Jody Jonsson explains why it is important for a target date fund to be designed to build and protect wealth through retirement.

Watch the full “Masterclass” video on Asset TV and earn continuing education credit.

Watch Video (2:28)

U.S. stocks have outpaced overseas markets. The resulting gap in valuations may have affected your portfolio’s asset allocation. As international stocks pick up steam, consider doing some rebalancing.

Continue reading...

What have we learned about target date funds in the 10 years since the Pension Protection Act took effect, driving a surge in target date assets? Brad Vogt, principal investment officer of American Funds Target Date Retirement Series®, provides some insights to help plan sponsors and advisors evaluate target date funds. He discusses:

Continue reading...

March 2017
 |  FEATURING Will McKenna & Michael T. Kerr

A Glimpse Inside The Growth Fund of America’s Portfolio

Mike Kerr, a principal investment officer of The Growth Fund of America®, shares his thinking on industries and companies currently held in the fund, including technology, entertainment and health care.

Watch Video (16:50)

The outlook for emerging markets has changed. Materials and energy companies used to be key drivers of developing world markets. Now, the focus has shifted to technology and consumer companies that are benefiting from the rapid adoption of mobile phones, increasing internet use and rising wealth.

Continue reading...

INVESTMENT INSIGHTS  |  January 2017  |  FEATURING Joyce E. Gordon

Finding Income in a Low-Rate World

Historically low interest rates have put a damper on income for many investors. CDs, Treasury notes and other guaranteed investments, while once a source of modest income, have lagged over the years. For example, the typical five-year CD interest rate is 0.82%, and the five-year daily treasury yield curve rate is 1.83%.* That means many investors have had to adjust their expectations or look to other, more risky, investments to help them pursue income.

Continue reading...

INVESTMENT INSIGHTS  |  January 2017

Slow and Steady: The Economic Recovery May Not Be Over Yet

The economy has come a long way since the Great Recession officially ended in June 2009. In fact, the S&P 500 has more than doubled. But will this be as good as it gets?

Continue reading...

INVESTMENT INSIGHTS  |  January 2017

The Future Is Now: Disruptive Technology Trends in 2017

As innovation continues to create new markets and challenge existing industries, Capital Group investment professionals share their insights on how disruptive technology can benefit investors in 2017.

Continue reading...

INVESTMENT INSIGHTS  |  December 2016

The Fed Raises Rates, With an Eye on Inflation

A year after the Federal Reserve boosted the key interest rate for the first time in nearly a decade, it has finally raised it again. The move is an indicator of the central bank’s confidence in the health of the U.S. economy. Specifically, it signals that Fed officials believe the labor market and inflation are on the right track. 

Continue reading...


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. 

The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. 

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 not to be comprehensive or to provide advice. 

Terms and Definitions
A market capitalization-weighted index based on the results of approximately 500 widely held common stocks.