Amid rising interest rates, heightened geopolitical tensions and decades-high inflation, where should investors turn? Check out Capital Group insights to find out why high-dividend stocks may present compelling opportunities and how the U.S. dollar may stay strong despite historically high inflation.

Dividend-paying stocks have outpaced their growth counterparts by a substantial margin year-to-date. With skyrocketing inflation and rising rates, find out why it may be time for high-dividend stocks to shine.
Full story: Capital Group Institutional Insight

Will surging inflation in the United States finally end the decade-long bull run for the U.S. dollar? Capital Group currency analyst Jens Sondergaard argues that the dollar may come under new pressures — but that the demise of the greenback could be greatly exaggerated.
Full Story: Capital Group Institutional Insight

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Well-heeled private investors are ploughing surplus cash into private equity as stock markets turn volatile. The shift is tipped to continue for as long as public markets come under pressure from rising inflation and interest rates, although some see the development as marking a longer-term change in public attitudes to the sector.

A poll by The Wall Street Journal and NORC at the University of Chicago finds 83% of Americans deem the economy poor or not so good. Amid high inflation, only 1% of respondents call the economy excellent, and 35% of respondents say they are dissatisfied with their financial situation, the highest level since NORC began asking the question in 1972.

Consumers are placing fewer online grocery orders as inflation and easing pandemic restrictions drive consumers to shop in stores, according to research from data intelligence company Morning Consult. Product shortages and subsequent unwanted online order substitutions paired with delivery fees have also contributed to a return to in-store shopping.

Inflation can have a huge impact on retirement plans, especially when it comes to health care costs, writes Ashley Folkes of BridgeWorth Wealth Management. Folkes offers five strategies for managing the effects of inflation on retirement, including controlling spending, delaying Social Security, and maintaining a balanced and diversified portfolio.

With profits high and bank balance sheets in good shape, a recession is not "the most likely path for the economy," according to Moody's Analytics Chief Economist Mark Zandi. Zandi also cites consumer savings as a positive factor, although he notes that recession predictions are likely to persist as the Federal Reserve continues to raise interest rates.

Stock and bond markets have been affected by a variety of economic and geopolitical events this year, but individual investors can make productive moves to protect their retirement security, business columnist Russ Wiles writes. Lower prices could provide opportunities to add new investments to a portfolio, and it's also important to consider whether it's time to rebalance your holdings.

Capital Group, home of American Funds^®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability since 1931.

As of December 31, 2021, Capital Group manages more than $2.7 trillion in equity and fixed income assets for millions of individuals and institutional investors around the world.

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