Capital Group market views, organized for advisors.

AI spending is reshaping U.S. equity markets by pushing leadership beyond the narrow group of megacap tech stocks and into sectors tied to real-world infrastructure.

Industrials, utilities, materials, and other AI-adjacent names are benefiting as data centers and model deployment...

Geopolitical conflict has raised the risk of a stagflationary backdrop, with higher energy prices likely to slow U.S. growth more than they lift core inflation.

Even so, the economy still looks resilient, and a recession is not the base case...

Retirement planning horizons should be grounded in longevity risk, not just average life expectancy.

For many clients, it is prudent to plan for a longer retirement than they expect, since underestimating lifespan can lead to income shortfalls when flexibility is...

Despite today’s geopolitical turmoil, the outlook for global equities remains cautiously constructive, especially if conflict eases and oil prices retreat.

That backdrop could support lower rates and steadier economic growth, while market volatility may create attractive entry points for patient...

Longevity risk is becoming a central retirement planning issue as many Americans may spend more years in retirement than they expect.

The key challenge is that average life expectancy can be misleading, especially when health, smoking status, and family circumstances...