INVESTMENT INSIGHTS | January 2016
Stock and Oil Prices Decline Price Returns Since 12/22
Portfolio manager Rob Lovelace offers his perspective on recovery and growth in China, the U.S., Japan, Europe and the emerging markets.
Fixed-income portfolio manager John Smet discusses the economic conditions underlying the Fed’s anticipated interest rate hike and offers a likely trajectory for future increases.
An investment analyst discusses the problem of high costs associated with the Affordable Care Act and the types of companies best positioned to capitalize on the solution.
A portfolio manager discusses the Fed’s decision to stand pat on interest rates in the context of the state of the U.S. economy, risks from abroad and implications for long-term investors.
An economist and a portfolio manager discuss the factors the U.S. Federal Reserve may be considering as it decides when to raise interest rates.
Two portfolio managers discuss the lead up to the recent drop in oil prices and approaches to identifying investment opportunities in the energy sector in the current climate.
An economist and a portfolio manager discuss today’s U.S. valuation in the context of interest rates, prior bear markets and investment strategy.
An investment analyst discusses the great strides seen in health care innovation and outcomes in recent years, but wonders whether the U.S. economy can support the proliferation of new drugs soon to be on the market.
INVESTMENT INSIGHTS | June 2015
Consumer Areas Appear Expensive … With No Difference Among Companies Forward P/E ratios for select consumer industries over the prior 10 years (left) and valuation spreads for retail stocks (right)
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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.