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Financial Library

This library of downable PDF reports, guides, and articles is provided courtesy of Perspective Financial Services and Capital Group* for those who want to expand their knowledge of investing, global markets, economic trends, and more. We add new documents every month, so be sure to come back often or sign up for our monthly newsletter to keep up on what’s new.

Reports and Guides

Economic Outlook 2024: Long-term perspective on markets and economies

  • This 20-page report features macro, equity, and fixed income themes from the perspectives of various Capital investment professionals and economists.

Bond Outlook 2024

  • The Fed is likely done raising interest rates, which has historically been a good time to own bonds.
  • Rate cuts could happen in 2024 if inflation falls closer to target and the economy slows.
  • Yields are near 20-year highs across credit sectors, offering higher income potential.

Guide to Recessions: 2023 edition

  • What factors have contributed to previous recessions?
  • How have equities moved during past contractions?
  • What are the most consistent economic indicators to watch?
  • What can investors do to prepare for the next recession?

*The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. 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. American Funds Distributors, Inc.