All Global articles
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White papersWhy short duration bonds may offer attractive opportunities in 2025
There has been an increase in appetite for short duration bonds over the last three years. Short duration can be utilised to meet a range of investor outcomes. We expect short duration to offer more opportunities than further up the curve in 2025.
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White papersTrade war is clouding global growth
“Uncertainty on policy and tariffs, and weakening US economic growth call for a continued rotation towards regions such as Europe and selective emerging markets that may offer strong long-term opportunities.”
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White papersReport Global Equity ESG, Annual Report 2024
Our latest Global Equity ESG annual report dives into the pressing issue of biodiversity, and how the team are strategically investing to protect and restore ecosystems. With a comprehensive year-in-review, the report also highlights key investments and impactful engagement examples from 2024.
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White papersGlobalisation isn’t dead. It’s changing.
The latest round of tariffs launched by the US government in early April prompted a wave of criticism from world leaders, including some who say globalisation is now dead. As a global investor for over four decades, I respectfully disagree. Globalisation isn’t dead. It is, however, changing in a significant way.
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WebinarWebinar: Tariff impacts on global markets
Tariffs levied by the Trump administration have sent global markets reeling. Watch portfolio managers Jody Jonsson and Chitrang Purani assess the implications for stocks and bonds.
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White papersSI Brochure – Taking action!
Join us on our journey through sustainable investing in real assets
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White papersFixed Income Perspectives Q2 2025
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersFixed income update: Bonds reclaim role as a volatility buffer
High-quality bonds are an important portfolio diversifier in uncertain markets
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White papersFive charts that put market volatility in perspective
President Trump’s tariffs have put market volatility back in the spotlight.
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White papersQuarterly Equities and Multi Asset Outlook – Q2 2025
Investors started this year thinking that corporates and governments were better prepared for a Trump 2.0 trade war. That proved not to be the case, so how should they be positioning amid the turmoil? Find out more in the latest Quarterly Equities and Multi Asset Outlook: ‘Dispersing the herd’.
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Research ReportReal Estate House Views H1 2025
Explore our collection of in-depth outlooks on real estate investing globally.
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White papersDemocracy in decline: the impact on financial markets
World leaders are getting older and global democracy scores are falling. What are the potential outcomes for global markets?
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White papersNavigating listed infrastructure investing and tariffs
Time to “play defense” after an eventful first quarter?
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White papersDiversification in times of uncertain markets
Over the past week, markets have experienced extreme uncertainty caused by US policy gyrations on tariffs. This uncertainty has started to weigh on US assets, including the dollar and US Treasuries. Despite the 90-day pause announced on 9 April, the US average tariff rate remains at a 100-year high, with rising US tariffs on China triggering retaliation from the latter.
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White papersCross Asset Investment Strategy - April 2025
Topic of the month: Navigating trade war turbulence
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White papersThe world turned upside down - Global Market Perspectives, 2Q 2025
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
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White papersFixed on Bonds: What do tariffs mean for the automotives industry?
Threats of tariffs have been hitting the sector from multiple angles. It is hard to keep up, but this is what we know so far.
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White papersCIO view: an irreversible reversal of globalisation?
“In all the years my career spans, I have been through a very wide range of economic and financial market events that have generated extraordinary moves in the prices of bonds, equities, gold, oil and every other asset class you can think of. However, I cannot recall one that has been as fast-moving, volatile and possibly irrational as what we have been through in 2025 so far.”
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White papersRationalized
Trevor Slaven and Ben Gillingham of Barings’ Multi-Asset Strategy & Allocation team explore how investors can manage risk and capitalize on opportunities in this analysis of the Trump administration’s announced tariffs and their resulting impact on global economies and markets.
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White papersInfrastructure Debt: The Long Game
Helping insurers deliver value to policyholders, shareholders and the world we live in through infrastructure debt.
