All Equities articles – Page 5
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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White papersMulti-Asset Views – It’s a wild world (but a wide world)
Mildly reducing our equity overweight – With geopolitical tensions between the US and Iran pushing oil prices higher and weighing on investor sentiment, we have modestly reduced our equity exposure, especially in the US.
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VideoGlobal REITs Outlook for 2026
In our video update for the final quarter of the 2025 calendar year, Chief Investment Officer, Andrew Parsons covers key developments in the Global REIT sector and market insights
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PodcastGeorge Walker Interviewed on Barron’s Podcast
Watch and listen as CEO and Chairman George Walker discusses Neuberger’s history, growth, current positioning, and his views on markets with host Andy Serwer on the At Barron’s podcast.
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White papersThe power of co-investment
Roundtable with Thomas Roche-Toussaint and other industry experts on co-investments with Private Equity International
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WebinarAI Disruption in Software and Technology: Navigating the Rerating
The software sector has entered a period of sharp volatility as investors grapple with a critical question: is the recent selloff a panic-driven overreaction, or the early stages of a deeper repricing as AI reshapes the Software-as-a-Service model?
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White papersThe dark side of AI: prompt injection attacks
Imagine a world where machines don’t just execute instructions but also learn, adapt and create. Artificial Intelligence (AI) agents make this a reality, powering everyday tools such as smartphone assistants, travel recommendations and navigation applications. As AI agents weave deeper into our lives, they open the door to exciting possibilities: from smarter healthcare to more efficient cities.
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White papers2026: A year of normalisation for European listed real estate
After several years of unusual economic conditions, shifting monetary policy and heightened geopolitical uncertainty, 2026 is shaping up to be the long-awaited year of normalisation for European listed real estate. The sector enters the new year with improved fundamentals, stronger investor sentiment and clearer macroeconomic visibility, setting the stage for a more balanced and sustainable growth cycle.
