All Commentary articles – Page 92
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White papersTwo-Way Markets Are Back
After nearly a year going up in a straight line, questions about inflation, the economic cycle and central bank messaging have brought more push and pull back into markets.
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PodcastThe Investment Podcast: Sustainability in private credit – can the two go hand in hand?
While sustainability has been most obviously implemented within public markets, appetite from investors to access private market opportunities has grown.
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White papersWhat Will Kill This Market?
Something will at some point, but the most plausible downside scenarios still look like a stretch for this year and next.
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White papersNo shortage of fiscal or monetary pitfalls
Reams Asset Management adheres to the aphorism from Yogi Berra, a famous American baseball player: “It’s tough to make predictions, especially about the future.” This holds true for growth and inflation over the balance of 2021 and into 2022.
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White papersA burning issue – decarbonising the global steel industry
Steel is essential in today’s world, and it will be just as essential tomorrow – much of the technology to create a zero-carbon future will use steel in its construction. Yet steel production itself is a highly polluting activity.
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White papersCorporate tax, climate litigation and pub blues: What does the data say? Our monthly data-inspired series
What does the data say? Our monthly data-inspired series
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White papersThree Factors Shaping the Opportunity in Asian Equities
Due largely to the supportive structural trends unfolding across the region—from digitization, to de-globalization, to the rising importance of sustainability—the long-term potential in Asian equities remains positive.
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White papersAdapt to Change
The NB Global Sustainable Equities team invests in companies that do no harm, have a durable competitive position and are adaptive to change.
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White papersThe vital role of investors in the carbon transition
Pre-COVID-19, the transition to a low carbon economy was already enjoying several tailwinds. But the onset of the pandemic has fuelled this drive as companies, governments and investors appear to have galvanised their efforts like never before in a bid to tackle climate change.
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White papersGlobal Investment Views - July 2021
The waters look to have remained calm in financial markets, despite the hot numbers coming from the real economy.
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White papersThe Great Reset: Rethinking Globalization
The COVID-19 pandemic has provided a unique opportunity to reset and rethink our approach for a better future.
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White papersBond Yields Under a More Hawkish Fed
A more hawkish Fed may not lift Treasury or investment grade credit yields, and that raises important questions for fixed income investors and asset allocators.
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White papersIs diversification over?
Diversification – exposure to multiple risky assets to help reduce portfolio risk – can enable a portfolio to thrive in many different market environments.
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White papersReal Estate Outlook – APAC, Edition 2 2021 - Moving sideways
Asia’s growth prospects have been largely based on the resumption of global demand. The key downside risk remains the rate of inoculation vis-à-vis sporadic infection waves.
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WebinarWebinar: The future of the financial sector: the analyst view
Join our webinar dedicated to the financial sector that will be held on Wednesday 7 July 2021.
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WebinarWebinar: 2021 Midyear Outlook
As we approach the mid-point of the year, and now more than a year from the commencement of the global pandemic, it’s time to look to the future with Capital Group senior investment professionals who will offer their views on how to navigate to economic recovery for the global economy and world markets.
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White papersPrivate credit markets - opportunities opening up across the spectrum
With countries around the world rolling out their vaccine programmes and with growing optimism about the outlook for the global economy, has a potential return to normality been reflected in private and illiquid credit?
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White papersBig Tech Stocks: How to gauge regulatory risk
When it comes to America’s biggest technology companies, it seems like regulatory risk has never been higher. Most large technology platforms are facing pressure from US and European authorities, while lawmakers on Capitol Hill seem more inclined to doing something — rather than nothing.
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White papersReal Estate Outlook – Europe, Edition 2 2021 - Sentiment begins to warm
After a tough start to the year there are some causes for optimism for the European economy and real estate markets.
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PodcastMaking the REIT Move In Real Estate
With the virtual shift that COVID-19 placed on our society along with resulting closures of brick and mortar retail across the globe, REITs, or Real Estate Investment Trusts, may not have had their best year in 2020.
