Equities – Page 3
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White papersUsing Factor investing to integrate sustainability objectives into a “3D” portfolio
The general philosophy of systematic equity investing and Factor investing is based on the idea that sustained long-term performance can be achieved through a well-diversified exposure to rewarded equity factors which are expected to effectively capture risk premia and optimize the risk budget of a portfolio.
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White papersDeepSeek: evolution, not revolution, in artificial intelligence
What is DeepSeek’s real impact on AI, and what does it mean for investors?
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White papersAntitrust Angst
Does the retention of the Biden-era M&A guidelines raise more doubts about the new U.S. administration’s pro-business agenda?
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White papersMacro Monthly: American ‘Un’-exceptionalism?
Cracks have emerged in the US exceptionalism theme, with the S&P 500 index flat this year compared to the All Country World ex US index’s 6% performance. Markets such as the Eurostoxx 50 and MSCI China are up 11% and 18%, respectively, in just two months.
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White papersGlobal Emerging Markets Equity Outlook 2025
We believe three megatrends – digitisation, climate change, and demographics – will drive change in the global economy and business landscape for years to come. In this report we outline how we have invested in companies that we expect to benefit from this transformation.
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White papersChina’s ‘Sputnik moment’
China’s tech sector is surging, fuelling a broader market rally that has grabbed investor attention. With top Chinese companies taking a lead in innovation, the country is gaining influence in cutting-edge industries like AI. Can it sustain the momentum?
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White papersWhat Does the DeepSeek Halo Teach Us About Chinese Stocks?
The AI breakthrough spotlights some of China’s distinctive features that deserve closer attention from investors.
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White papersRob Lovelace on what could drive markets in 2025
As we enter the midpoint of the decade, investors are still considering key questions about the US equity streak, market catalysts, and the effects of global trade changes on the economy and portfolios. Capital Group’s equity portfolio manager Rob Lovelace offers his view on market directions, tariff impacts, and key investment themes shaping his portfolio decisions.
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White papersMulti-Asset Positioning in a Trump 2.0 Policy Regime
With major US policy change unfolding, flexibility across and within asset classes will be critical.
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White papersThe European appeal
The European equity market has been in the spotlight so far this year, outperforming major global markets, driven by strong performances in the financial sector and more recently in the tech and industrial sectors.
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White papersEquity markets: Nearing a peak or more room to run?
While investors are increasingly concerned about whether markets have peaked, bull markets don’t just die of old age. History suggests that the Fed plays an outsized role in determining market returns based on its monetary policy stance. While today’s macro environment doesn’t resemble previous market peaks, and there remains a path for further market upside, policy uncertainty poses a significant challenge to sustaining bullish sentiment.
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White papersEmerging Markets: Low Corporate Defaults Spell Potential Opportunity
Investors appear to be underestimating credit prospects in a generally moderate economic climate.
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White papersChina market terminology explained
Chinese companies that are incorporated and listed in the People’s Republic of China (PRC) generally issue A-, Band H-share classes. Depending on where they are listed, these Renminbi (RMB)-denominated shares may trade in different currencies.
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White papersIs the U.S. equity market peaking?
Is the U.S. equity market peaking? Following double-digit returns for U.S. equities over the past two years, and with valuations now incredibly expensive, investors have become increasingly concerned about whether the equity market rally still has further to run or if markets have peaked.
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White papersStructural Themes Shaping the Opportunity in ASEAN Equities
Favorable demographics, combined with a number of unique investment themes, are creating a positive backdrop for ASEAN’s equity markets. The Association of Southeast Asian Nations (ASEAN) is a unique investment region that primarily offers investors exposure to southeast Asian markets including Singapore, Indonesia, Malaysia, Thailand, Philippines and Vietnam. There are a number of constructive megatrends that are driving ASEAN’s longer-term growth, which we believe are critical to the future of global supply chains—and are shaping attractive growth opportunities.
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White papersOffshore ambitions: China’s outsized role in decarbonising the world
China’s burgeoning offshore wind energy sector could present a wealth of potential opportunities for investors as the country continues to transition to a low carbon economy. We explore how wind energy is pivotal in the quest for net zero, and how Zhongtian has emerged as a key player in the space.
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White papersBackground screening: Unmasking a hidden threat
Background screening is a crucial tool to prevent IT experts from sanctioned countries from infiltrating global companies under fake identities and funding their regimes.
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White papersKeep an eye on your tech stocks
Investors have a decent record in ignoring warning signs. In the wake of any big market sell-off, legions of sages have tended to pop up and lament, after the fact, that “the warning signs were there.” Yet the lead-up to each of these reverses has usually been a period of carefree investor exuberance. In other words, if the signs really were there, very few people were paying attention.
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White papersInvesting for Security in Unstable Times: Energy and Supply Chains
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
