All Global articles
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White papersWhat past investment booms can teach us about AI
Investment booms rarely unfold in a straight line. Railway expansion, electrification and China’s industrial rise all attracted doubts. Capital spending often ran ahead of visible demand, while productivity gains took time to emerge. Investors questioned whether the infrastructure being built would ever generate an adequate return.
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White papersSustainable Investing Capabilities in Fixed Income
Explore our sustainable investing capabilities in fixed income, including our approach to data, portfolio construction, reporting and customization.
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White papersFrom geopolitical shocks to structural repricing
Geopolitical disruption is no longer episodic, the authors argue. As energy security, supply-chain resilience and reserve diversification reshape capital flows, investors face the challenge of identifying markets still pricing in stability.
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White papersFinding opportunities amid higher rates, AI disruption, and market concentration
Investors today are being challenged from all sides. Interest rates remain elevated, policy uncertainty and geopolitical shocks are clouding the outlook, and artificial intelligence is reshaping markets while intensifying concentration risk. These aren’t abstract concerns or distant possibilities; they’re forces unfolding in real time, changing how investors assess risk and identify opportunities. Four investment leaders recently gathered in New York City to discuss what has changed, where risks may be mispriced, and how they are navigating a market that’s only growing more complex.
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White papersUnified Global Alternatives – Hedge Fund Bulletin
Monthly Hedge Fund Update – September 2026: Risk assets generated mixed performance in September. During the month, the shifting expectations for US interest rate policy, heightened uncertainty in the Middle East and a strong US Dollar provided headwinds for markets.
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White papersDividends shine as tech cools
Markets are no longer convinced by AI spending alone. Investors now want evidence of cash flow and profitability. This is driving rotation into attractively priced, dividend-generating sectors that can also enhance diversification.
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VideoWhat’s Fueling Investor Interest in Emerging Market Debt
Following several years of outflows, emerging market debt saw net inflows in 2025, a trend that has continued into 2026. In episode 5 of Decision Points, Rob Drijkoningen, Head of Fixed Income Europe & Global Co-Head of Emerging Markets Debt, considers what could sustain the turnaround and why he favors local currency debt.
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White papersOpportunity demands selectivity: Quick takes on capital markets
Structural investment remains a powerful force across equity markets, which continue to be supported by spending on AI infrastructure, power, healthcare innovation, and industrial capacity. At the same time, higher rates and rising capital costs are widening the gap between companies that simply benefit from those trends and those that translate them into durable earnings growth. As dispersion increases, identifying quality businesses with pricing power, strong balance sheets, and disciplined capital allocation is becoming increasingly important.
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White papersThe new climate reality – investor realism and resilience in a changing world
Investor support for prioritizing climate change is rising again, as concerns around energy security accelerate the renewable energy transition, and as the physical effects of global warming are increasingly felt. It marks a turning point after several years of declining commitments, the Robeco Global Climate Investing Survey 2026 shows.
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White papersBGO 2025-2026 Sustainable Investing Report
Energy is rapidly emerging as one of the central constraints and opportunities in the modern economy
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WebinarWebinar Replay: Asset Allocation Outlook 4Q 2026
Markets are pricing in further interest rate hikes, but our Asset Allocation Committee expects fewer. What does that disconnect mean for investors?
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White papersRedrawing the Asian income map
Drawing income across regions, asset classes and private markets has the potential to improve risk-adjusted returns. Lucy Thomas explores how Asian investors can redraw the income map by looking beyond domestic markets.
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White papersEquity Perspectives
Equity Perspectives outlines the current macro and market views from across Capital Group’s economists, portfolio managers and investment analysts. It offers insights on investors’ equity exposure against an ever-changing backdrop.
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Asset Manager NewsAchmea Healthcare Property Fund once again named the most sustainable in the world
The Achmea Dutch Health Care Property Fund (ADHCPF), managed by Achmea Real Estate, has once again been recognized as the most sustainable healthcare real estate fund in the world. In the Global Real Estate Sustainability Benchmark (GRESB), the fund ranked first in its international peer group of comparable healthcare real estate funds for the eighth time since 2016.
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White papersOne Health through the lens of today’s investment megatrends
The forces shaping human health outcomes are far broader than hospitals, pharmaceuticals and medical devices. Human health is dependent upon animal health and the health of the environment. Together the health of these three systems are inextricably intertwined, creating the One Health concept.
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White papersFrontier Bonds: An enterprise worth exploring
Their high yields attract attention, but the diversification potential of frontier bonds deserves equal billing. Under-researched economies, domestic investor bases and reform momentum create opportunities for investors prepared to look beyond familiar markets, explains Witold Bahrke, Senior Macro and Allocation Strategist at Global Evolution.
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White papersFixed Income Perspectives
Fixed Income Perspectives outlines the current macro and market views from across Capital Group’s extensive fixed income team and offers insights on investors’ bond exposure against an ever-changing backdrop.
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White papersWill markets remain resilient with yields above 5%?
Ten-year Treasury yields moved above 5% on 15 September, just ahead of the Fed hike, and have stayed there, reaching 5.3% on 5 October. That is the highest level in almost 25 years. Yet equity markets have remained resilient, with the S&P 500 and the Nasdaq setting new highs. So, the key question is not just where yields go next, but what is driving them and how they will impact markets.
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White papersCore Matters: Riding the AI waves through thematic baskets
AI is driving one of the largest investment cycles in modern technology history. Global AI-related infrastructure investment in 2026 is expected to be around $1 trillion, of which the largest part is in the US1. The key investment question is whether AI demand can justify the scale of capital expenditure currently underway. So far, the evidence is encouraging.
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White papersCore Matters: 5-year returns forecasts - The return of carry
Global stocks look like they will enjoy another above-10% gain in 2026, for the fourth year in a row; at +13% year-to-date, the MSCI World has been less brilliant than in the past three years (respectively +22%, +18% and +22%), but that still caps an exceptional decade that will have seen the total return index more than triple.
