All Global articles – Page 5
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White papersOptimizing a Global Credit Portfolio
By using a “building block” approach, investors may be able to improve diversification, boost risk-adjusted returns and reduce implementation costs. Our white paper outlines the potential benefits of a modular approach to optimize your fixed income portfolio.
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PodcastRecent Global Elections—from the Ballot Box to Fiscal Policy
This episode dives into the latest election outcomes in both developed and emerging nations and the impact of these elections on fiscal deficits.
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Asset Manager NewsWho are the world’s largest impact capital managers? The 2024 Impact 50 list revealed
The Impact 50 is our proprietary list of the world’s largest managers of private markets impact capital, spanning private equity, venture capital, real estate, infrastructure, private debt and other strategies.
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White papersCentral banks—Will inflation stay, or will it go? Fixed Income Sector Views
Franklin Templeton Fixed Income believes an allocation to fixed income continues to make sense given the high yields and income provided by high-quality, short-maturity securities. Read more in the latest Sector Views.
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White papersQuarterly Equities and Multi Asset Outlook – Q3 2024
Many market participants have been caught by surprise by the strength of equities this year, and their outperformance versus fixed income markets. Valuations have risen globally. However, luckily for us, the tide did not lift all boats, leaving opportunities on the table. Where undemanding expectations have met with the power to innovate, this created some of the strongest outperformance. We think the ‘Hidden Gems of Innovation’ will continue to be among the best hunting grounds for alpha generation.
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White papersThe industrial sector remains the foundation of the global economy
The industrial and warehouse sectors have been among the most sought-after by real estate investors since the U.S. economy recovered from the Global Financial Crisis (GFC). The sustained increase in global trade, the proliferation of e-commerce retail, and the continued evolution of the North American supply chain have necessitated new and innovative development as well as created new opportunities for real estate investors to engage in the sector over the past decade.
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White papersFixed Income Perspectives Q3 2024
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersFixed Income Investment Outlook 3Q 2024
Widening Differences, New Opportunities After months of anticipation, a broader move to lower policy rates appears on its way. However, the varied pace of easing, along with dispersion in economic growth and strains on the credit front, may widen the gap between winners and losers across the fixed income spectrum. We believe this should enhance opportunities for active managers in navigating a new landscape.
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White papersEvaluating risk and reward in an ever-changing world
Private markets have grown exponentially since the Global Financial Crisis, and the growth story is far from over. We explore the risks and rewards of this often complex world and why expertise is crucial in achieving tangible results.
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White papersGeopolitics in focus as NATO leaders meet
Invest globally, look for potential opportunities in emerging markets, and balance equities with government bonds to navigate uncertainty from US elections and geopolitical hotspots.
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White papersEM Debt: Are the Biggest Risks Behind Us?
With many EM elections now behind us, EM debt looks well-positioned heading into the remainder of the year. But with geopolitical tensions continuing to rise, and in the lead-up to the U.S. presidential election, a selective approach will be key. Some of the major risks facing emerging markets (EM) debt heading into this year have either passed or subsided. Many EM elections, for instance, are now behind us.
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White papersTaking the fear out of high yield debt investment
Fixed income investors cautious about gaining exposure to high yield debt have little to fear as credit quality in the sector improves and attractive new pockets of opportunity open, says Insight Investment1portfolio manager and senior credit analyst, Cathy Braganza.
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White papersUncovering US muni bond opportunity
With inflationary pressures now easing, generationally high yield levels in the US municipal bond sector and the historic resilience of the asset class are proving increasingly attractive to both domestic and global investors, says Insight Investment1 senior portfolio manager Jeffrey Burger.
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White papersEuropean champions
Walter Scott1 investment manager Alan Edington looks ahead to a big summer of sport and entertainment. One that is set to showcase not just a host of global superstars but also some of Europe’s leading companies.
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White papersThe changing face of global interest rate movements
Rising yields, growing income opportunity and an increasingly supportive market environment make a compelling case for investment in global credit, according to Insight Investment1 portfolio manager Shaun Casey.
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White papersA new window of vulnerability opens in the second half of the year
Investors must assess evolving risks to adjust positions and implement hedging options.
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Asset Manager NewsInternational High-Rise Award 2024/25: 31 High-Rise Projects Nominated Globally
The buildings nominated for the International High-Rise Award 2024/25 have now been announced: they have been selected from more than 1,000 new high-rises worldwide dating from the past two years.
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White papersInvestment outlook
At the midpoint of 2024, we are focused on a number of risks posed by fissures and fault lines in the economic terrain — and the need to navigate them successfully. Weakening global growth, still-sticky inflation, diverging monetary policy around the globe and growing political uncertainty all add to the uncertain footing. How might investors find their away around these cracks? In our view, the following portfolio themes point in the right direction.
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White papersClimate inclusion: driving the transition for low income consumers
Climate change is poised to disproportionately impact low-income and vulnerable populations. Global temperature increases, increasingly severe storms, and irregular patterns of drought and rainfall are estimated to push up to 130 million people into poverty by 2030. By 2050, as many as 200 million may be forced to migrate. This highlights the universal nature of climate change; it doesn’t respect borders, impacting vulnerable regions and populations regardless of where emissions originate.
