All Equities articles – Page 41
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White papers
China Reaches Cruising Altitude
Chinese growth has been bumpy this year but we remain upbeat on the outlook. In the U.S., excess savings, pent-up demand, and the labor market recovery should support consumer spending. In Europe, the likely boost to inflation data from base effects should be temporary.
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Revisiting Quality Investing
In the field of factor investing, quality is undoubtedly the equity factor with the weakest consensus.
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Commodities: Equities or Futures?
As more investors turn their focus back to commodities, it is worth remembering that commodity equities have historically generated surprisingly poor commodity exposure relative to more direct investments.
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White papers
Country head focus – Switzerland
The country’s financiers and fintech entrepreneurs are developing fresh ideas that are influencing the global evolution of sustainable finance
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Video
Is Asia the next Silicon Valley?
Asia is now the epicenter of many disruptive technology innovations and is now leading in areas like advanced semiconductor manufacturing, robotics, fintech, 5G, and digital lifestyle.
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White papers
Europe Readies to Open its Wallet
The EU recovery fund’s spending plans were approved. Meanwhile, Markit PMIs were robust, particularly in the U.S. and Europe. U.S. housing data eased while demand remains strong. In Asia, exports are set to normalize, and we expect external demand to maintain its strength.
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White papers
Three 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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*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 papers
Equity factor investing – An ever-evolving journey
The multi-faceted nature of equity factor investing means it can play a dynamic and highly useful role in portfolios, especially for investors looking for a diversified exposure that can perform in the long run.
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Is 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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Webinar
Webinar: 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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Webinar
Webinar: 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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A 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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Shifts & Narratives #6 - Technology trends in Asset Management and Saving Industry
These are days to be optimistic if you are an Asset Manager. And this is not just because the industry has been doing well and the fundamentals remain strong going forward. The future looks bright because the same technological forces that are being so disruptive, present an equal number of opportunities for those who are prepared to embrace change.
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White papers
What is the the complexity premium and how does it work?
The return advantages of private assets have often been chalked up to just their lower liquidity. We believe this view must evolve to include understanding the “complexity premium”.
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White papers
A Sustainable Future In Global Emerging Markets
Measuring and reporting the real-world contribution of our investments.
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Market 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 papers
First 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 papers
What 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 papers
RMB internationalisation: the new commanding heights
In the early stage of RMB internationalisation, RMB transactions occurred mostly in trade settlement between China and neighbouring economies.