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| | | Capital Group | Time to rethink: Global investing in a rapidly changing environment Wednesday, 20 March 2019Matthew Reynolds Investment Director Capital International, Inc. | |
Volatility is back and here to stay. An extended period of historic calm in equity markets came to a screeching halt in 2018 as volatility resurfaced in most markets. Investors can expect volatility to continue throughout 2019 as the primary trends driving the turbulence last year are likely to persist. Among these are the ongoing trade dispute, rising U.S. interest rates and mounting debt levels. The results of the midterm elections in the USA could herald a change of political direction. In Europe, political developments are likely to change with Brexit, the Italian political arena and the change in leadership at the European Central Bank. Early elections in Great Britain, Italy and Germany cannot be excluded.
Macroeconomic and political developments can cause turbulence in the short term, but company fundamentals drive markets in the long term. Rather than focusing on daily market volatility, global investors seeking growth should look for companies with long runways and large addressable markets (like cloud computing, biopharmaceuticals and global air travel).
Capital Group's research approach is designed to identify the potential winners of tomorrow. New Perspective, a global equity strategy, aims to provide resilience and growth by investing in high quality global companies well-positioned for long-term success.
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