Each year, Capital Group publishes their keys to investing for that calendar year, and the edition for 2026 was recently released. Some of the primary points in this report include:
Bold stimulus could boost the global economy
"The economic landscape is expected to improve in 2026, as governments worldwide roll out bold stimulus in response to slowing growth and high trade barriers."
Fed interest rate cuts can be good for stocks and bonds
"Despite elevated inflation, interest rates appear set to fall in 2026 as policymakers focus on sluggish job growth."
Company profits are expected to rise worldwide
"If 2025 was the year that tariff-induced uncertainty upended the outlook for corporate earnings, 2026 could be the year that the numbers come back into focus."
Artificial intelligence: Boom, bubble or both?
"Are we in an AI bubble? Investors have been struggling with that question for more than two years. With AI-related stocks rallying like it’s 1999, comparisons to the days of “irrational exuberance” are everywhere."
There are always reasons not to invest
"A pandemic, wars, inflation and high tariffs have sent shock waves through the global economy in recent years. For many investors, sitting on the sidelines as these events unfolded seemed like the most sensible response. Yet, time after time, financial markets pushed through turbulence and reached new highs."
Please click on the link below to read the full report and get the latest scoop on what the investment landscape looks like in 2026!
-
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.
The Magnificent Seven are a group of stocks consisting of Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla.
Gross domestic product (GDP) is the market value of the goods and services produced by labor and property located in the United States for one year.
The market indexes are unmanaged and, therefore, have no expenses. Investors cannot invest directly in an index.
Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. Bloomberg U.S. Treasury Bill 1-3 Month Index tracks the market for Treasury bills with 1 to 3 months to maturity issued by the U.S. government.
MSCI World ex USA Index is designed to measure equity market results of developed markets. The index consists of more than 20 developed market country indexes, excluding the United States. MSCI China Index captures large- and mid-cap representation across China A shares, H shares, B shares, Red chips, P chips and foreign listings (e.g., ADRs). MSCI
Emerging Markets Index captures large- and mid-cap representation across 27 emerging markets (EM) countries. MSCI Europe Index is designed to measure developed equity market results across 15 developed countries in Europe.
MSCI Japan Index is a free float-adjusted market capitalization-weighted index designed to measure the equity market results of Japan. S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks.
BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”). Bloomberg or Bloomberg’s licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg’s licensors approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.
©2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Source: MSCI. The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (www.msci.com)
The S&P 500 Index is a product of S&P Dow Jones Indices LLC and/or its affiliates and has been licensed for use by Capital Group. Copyright © 2026 S&P Dow Jones Indices LLC, a division of S&P Global, and/or its affiliates. All rights reserved. Redistribution or reproduction in whole or in part is prohibited without written permission of S&P Dow Jones Indices LLC.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 should not be considered advice, an endorsement or a recommendation.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Capital Client Group, Inc.