Insights

May 15, 2019

The long-simmering trade dispute between the US and China has intensified in recent days.

May 03, 2019

Nurtured by ever-cheaper computing power and the datafication of modern life, the rate of advancement in technologies based on artificial intelligence (AI) and offshoots like machine learning has a

Apr 29, 2019

Fund of America Class A shares (without sales charge)* rose 18.66% in the first quarter, outperforming the S&P 500 index, which returned 13.65%. The rebound we expected in our portfolio after the second-half 2018 drawdown occurred, with strong performance in first quarter 2019 driven by many of the stocks that had performed poorly last year.

Apr 26, 2019

As we have written in the past, the growth of debt over the last decade has brought forward demand in the economy and generally benefited corporate profit margins; in the future, however, debt instead may become a headwind for nominal growth around the world. Furthermore, when the level of debt is high relative to borrowers’ capacity to repay it—i.e., the cash flows available to businesses and consumers and the latent taxing capacity of governments—debt that comes due cannot be amortized from cash flows; it needs to be rolled over. We believe this renders markets more vulnerable to bouts of risk aversion.

Apr 26, 2019

As we have written in the past, the growth of debt over the last decade has brought forward demand in the economy and generally benefited corporate profit margins; in the future, however, debt instead may become a headwind for nominal growth around the world. Furthermore, when the level of debt is high relative to borrowers’ capacity to repay it—i.e., the cash flows available to businesses and consumers and the latent taxing capacity of governments—debt that comes due cannot be amortized from cash flows; it needs to be rolled over. We believe this renders markets more vulnerable to bouts of risk aversion.

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