All Global articles – Page 6
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White papersThematic Equity Investing in a World of Disruption and Realignment
The evolving nature of disruption is creating new innovators and market leaders.
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White papersEmerging Market Sustainable Bonds - Report 2025
Clean-energy investment continues to expand - Global clean-energy capital expenditure reached a record $2.2 trillion in 2025, 10 percent higher than a year earlier and equivalent to 65 percent of total energy capex.
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White papers2026 Midyear Investment Outlook
Capital Group’s 2026 Midyear Outlook report delves into many market-driving issues, including conflict, the AI rollout, inflation, high oil prices and the US midterms. It also identifies key equity and fixed income investment themes. Here we offer an overview of the opportunities as we see them. Be sure to download the full report for a deeper dive.
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White papersInfrastructure Horizons 2026
Global infrastructure is being redefined by powerful, long-term forces – from AI-driven connectivity to the needs of fast-growing cities. The Infrastructure Horizons series highlights the trends and opportunities set to influence investment thinking over the decade ahead.
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White papers2026 Mid-year update: Inside Real Estate Outlook
Amid geopolitical volatility and shifting macro crosscurrents, the CRE recovery is intact - but uneven, with wider dispersion than headlines reveal. This creates a market that is ripe for alpha discovery through careful property, market, and fund selection.
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White papersCIO Weekly: U.S.-Iran Deal—Key Questions for Markets
The U.S.-Iran deal and possible reopening of the Strait of Hormuz have brought some relief to markets and policymakers, but it’s not a resolution and important questions remain.
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White papersA Sea Change for Commodity Prices: Why Markets appear to be Underpricing El Niño Risks
As El Niño’s return threatens to add food price inflation to existing supply disruptions, we see a strong case for investors to increase commodity allocations.
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White papersClean energy investment: Balancing energy security with net zero
In the face of escalating geopolitical tensions, technological innovation, and the urgent need to transition to a low carbon economy, the global energy landscape is fundamentally shifting.
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WebinarInvitation | 2026 Amundi’s Mid-Year Outlook: Power of endurance
Monday, 29th June 2026 - 09:00 am BST | 10:00 am CEST | 16:00 pm HKT
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White papersThe growing role of capex in inflation dynamics
Last week’s inflation report, and expectations of a U.S.-Iran agreement, have eased inflation concerns. However, the inflation outlook is not defined by oil dynamics alone. AI capex, combined with rising global expenditures on defense and energy security, is reinforcing demand for commodities, suggesting a durable capex cycle could lift producer costs and put upward pressure on inflation in the near term. Against this backdrop, investors can seek thematic exposure while building resilience against inflation.
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White papersPatience required: The Fed holds as inflation lingers
The Federal Reserve held rates steady in June but sent a clear hawkish signal, with nearly half of committee members now projecting a rate hike this year. Nuveen’s latest macro update breaks down what the Fed’s shift means for growth, inflation, and your clients’ portfolios, including where we see compelling opportunities in non-U.S. equities, small caps, municipal bonds, and senior loans. With markets at a pivotal moment, explore the full report to understand what the changing rate landscape could mean for portfolio positioning going forward.
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VideoVideo For IPOs, a three-legged stool worth touting
Resilience, timing and the pipeline have supported a robust IPO market this year.
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White papersOld Money: How demographic change will reshape real estate
Real estate has long been anchored by two enduring principles: location and the interplay between supply and demand.
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White papersThe intelligence dividend: what AI means for portfolios
The AI investment boom is reshaping capital markets at a historic pace, but its effects on growth, inflation, and employment are far more nuanced than the headlines suggest. Nuveen’s latest research cuts through the noise, examining what the data actually shows about AI’s productivity payoff, its surprisingly complex inflation footprint, and what it all means for portfolio positioning today. Explore the full paper to see where the opportunities and risks may lie in navigating this evolving landscape.
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White papersMacro outlook: Growth hinges on Iran war, AI rollout
Global economic growth is coming under pressure due to the Iran war, rising oil prices and ongoing trade disputes, but one powerful engine is more than making up for it: AI-related investment spending.
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White papersGlobal real estate outlook – Edition June 2026
Middle East conflict is creating uncertainty
