All Emerging Market articles – Page 20
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White papers*Spotting the mega trends and the potential winners*
A number of mega trends are set to shape our world as it emerges from the pandemic, including disruptive forces that were already in place before Covid. For investors, this is a time to pay close attention: Uncertainty creates opportunities and to capitalise on disruption, you must be able to identify the long-term beneficiaries.
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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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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 papersA Show of Strength by Shareholders
As the 2021 proxy voting season winds to a close across the world, it looks set to mark a watershed moment for shareholder engagement.
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White papersWhen the Chips Are Down
The global semiconductor shortage is often characterized as a short-term supply-and-demand imbalance, but we think it reveals a vast and secular need for investment capital.
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White papersA Sustainable Future In Global Emerging Markets
Measuring and reporting the real-world contribution of our investments.
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White papersMarket Scenarios and Risks - June 2021
We maintain the narrative and probabilities of our central and alternative scenarios. In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.
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White papersFirst quarter 2021 results: a far better-than-expected rebound that augurs well for the full year
Corporate results rebounded in Q1 2021 to a surprising extent everywhere and are likely to continue doing so beyond 2021.
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White papersWhat if the Democrats succeed in passing the capital gains tax?
Since Joe Biden’s elections, most observers have been surprised by how Democrats managed to pass significant fiscal policies despite their thin majority. We believe the capital gains tax hike could go ahead regardless of the Republicans opposition.
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White papersRMB internationalisation: the new commanding heights
In the early stage of RMB internationalisation, RMB transactions occurred mostly in trade settlement between China and neighbouring economies.
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White papersEuropean equities – Closing the gap
European equities have staged a spectacular rebound: Since their March 2020 low, they are up by more than 60%. So far this year, they have gained more than 13%. Still, there is the perception that the European market has significantly lagged the US.
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White papersChina’s vast opportunity set – Best enjoyed undiluted
Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies for investors looking for diversification and potential excess returns from the vast opportunity set that Chinese financial assets represent.
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White papersEurope is Readying For Their Summer Arrivals
European economic data is surprising to the upside, pointing to a strong Q2 rebound.
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White papersArtificial Intelligence Solutions to Support Environmental, Social, and Governance Integration in Emerging Markets
Assessing the environmental, social, and governance (ESG) quality of an issuer is key for investment decisions, not only to take into account the sustainable risks that might weaken the issuer’s financial strength, but also to assess the product’s impact on key issues that represent a systemic risk for society, such as climate change, fraud and corruption, and social cohesion.
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White papersQuick Thoughts: The Opportunities in Innovation
Our Chief Market Strategist, Stephen Dover, discusses why company valuations, disruption, implementation, and innovations’ growth and pace are areas to find equity market inefficiencies.
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White papersThe Emerging Markets Recovery & The Race Ahead
With the Fed’s “tapering” clock now officially ticking, many Emerging Markets face an even more urgent challenge to tackle the pandemic.
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White papersShining a spotlight on solar in China
Advancements in technology and innovation are allowing more sunlight to be converted into energy, and the scope for future growth is considerable.
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White papersEmerging Markets Charts & Views - Navigate the cyclical recovery and ride the long-term opportunities in energy transition and Asia
The global economy should rebound strongly this year from its worst economic slump since the 1930s. However, the growth pattern is expected to be uneven across advanced and emerging economies, hinging critically on the virus cycle and the success of vaccine campaigns.
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White papersTime to rethink value versus growth
How should investors position their portfolios after more than a decade of disappointing value returns?
