All Equities articles
-
White papersA new phase for Japanese equity investment
Factors such as persistent yen depreciation and short-term, stimulus-oriented fiscal measures have historically played a significant role in shaping valuations and investment styles in Japanese equities. However, signs are emerging that these structural premises are gradually changing.
-
White papersMarkets on a roller coaster
“The market response to the Middle East crisis has been driven chiefly by concerns about inflation. This episode reaffirms our view that investors should remain diversified and maintain multiple layers of resilience and quality within portfolios.”
-
White papersRisk Assets: Dispersion Trumps Directionality
2026 was unlikely to be a year for broad market beta. The Middle East conflict and the AI-driven sell-off have now made that case impossible to ignore.
-
White papersDefining the lower mid-market: the benefits of a more focused approaching private equity
We believe private equity’s lower mid-market is rich with opportunity, yet it remains inconsistently defined. Investors exploring the segment in search of improved returns are faced with varying interpretations of what the lower mid market encompasses.
-
White papersHow the Iran war changes the economic outlook
War in Iran has injected new uncertainty into the global economy, reviving concerns that high oil prices could drive inflation up, strain consumer spending and weigh on economic growth.
-
White papersGlobal Equity ESG Annual Report: Navigating Volatility with Purpose
As climate change reshapes energy, food and water systems, physical risk is becoming ever more financially material. In this report, the Global Equity team discuss their approach to assessing physical risk – at a company and portfolio level – and outline where they see future opportunities.
-
White papersGalloping across the digital bridge: Rural Asia’s Fire Horse transformation
For years, the prevailing story about rural Asia was one of a stubborn digital divide; remote villages seemingly stuck far behind the glittering megacities. Today, that story is being rewritten, says Vikas Pershad, Portfolio Manager, Asia Pacific Equities. He reveals how, across Asia’s hinterlands, a digital bridge is rapidly connecting rural communities in ways few imagined possible.
-
White papersFrom Memes to Themes: Addressing Emergent Risk
The meme stock craze was a reminder that risk isn’t a static concept. It evolves with global events, technology, and policy changes. Traditional risk metrics are useful, but they often fail to capture thematic risks.
-
WebinarWebinar: The world in 2031 - Megatrends to watch
Watch equity portfolio managers Rob Lovelace and Alan Wilson discuss how advances in AI, drug discovery and industrial innovation could influence everyday life — and what these changes may mean for long-term investors.
-
White papersMarket implications amid renewed geopolitical uncertainty
Rising geopolitical tensions are increasing market uncertainty, with potential spillovers into energy prices, inflation expectations, and global risk sentiment.
-
White papersReforms and reflation: unlocking Japanese equity upside
The Japanese equity market has underperformed for many years and has traded at a lower price-to-book (P/B) valuation than global peers. This discount has been warranted because return-on-equity (ROE) has been lower, reflecting an inflated denominator: balance sheets are overly large.
-
White papersCan growing Chaebol reform in Korea spark an equity market re-rating?
Corporate reform is one of the cornerstone developments outlined as part of what we at Capital Group are calling the Great Global Restructuring. Asian equity markets in particular have faced a persistent challenge over recent years, namely misalignment between controlling shareholders and minority investors.
-
White papers3 views on the US-Iran conflict
As war in the Middle East escalates, investors are confronted with the reality of a world that is becoming more dangerous. With markets reacting minute by minute to the news, it is helpful to take a step back and consider events in a broader context. With that in mind, three Capital Group investment professionals offer their assessments of the developing US-Iran conflict.
-
White papersInvestment Implications of the Iran Conflict
Many investors awoke to the news Saturday that the US and Israel had launched attacks on Iran in what President Donald Trump called “major combat operations” to destroy Iran’s military capabilities and eliminate the threat of nuclear weapons production in the country. Iran quickly retaliated against the strikes, which had resulted in the death of Iranian Supreme Leader Ayatollah Ali Khamenei, by launching counterattacks aimed at Israel and US military installations across the region, marking a sharp escalation in Middle East tensions and sending shockwaves through global markets.
-
White papersMeasuring what matters: Impact reporting in listed equities
BNP Paribas Asset Management’s Environmental Strategies Group has published the inaugural impact report for its Clean Energy Solutions strategy. In a world of imperfect data, we describe the reasons for our pragmatic approach to measuring the strategy’s positive environmental impact.
-
White papersU.S. & Israel vs. Iran: A sharpening geopolitical fault line
Escalating tensions between the U.S., Israel, and Iran are intensifying geopolitical risks in the Middle East, raising concerns over regional stability and potential disruptions to global energy markets.
-
White papersEquities: Navigate the AI and Tariff Disruption—Don’t Fight It
There’s no escaping the market impact of AI disruption and tariff uncertainty. But it’s better to lean into these forces and invest selectively than to be paralyzed by them.
-
White papers2025 Proxy Season in Review
We continued our commitment to transparent engagement in an effort to enhance shareholder value and manage risk for our clients.
-
White papersUS earnings stay strong
The US earnings season reinforces our view of a broadening rally into real‑economy, signalling an ongoing — albeit non-linear — rotation towards these sectors.
-
White papersKeeping it “Real”—The Case for Natural Resource Equities
Natural resource equities can provide inflation protection and portfolio diversification, making them a potentially compelling investment option in environments characterized by elevated inflation, heightened geopolitical risk, and increasing energy demand.
