Latest White Papers – Page 94
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White papersWhat impact do sustainability criteria have on portfolio performance?
The effect on the performance of an investment portfolio of applying sustainability-based criteria to select stocks remains a topic of intense debate. Before assessing the impact, we note that environmental, social and governance criteria can be used to achieve different goals. Thus, outcomes vary depending on the sets of ESG criteria used for investment portfolios.
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White papersPension Funds Letter 21 - All together to talk “Adaptation in Motion”
Four years ago, the Covid-19 pandemic brought about an instant and permanent shift in the way many of us work. Virtual communication has replaced much of the face-to-face contact that we had previously been accustomed to. While the convenience and savings of web-conferencing means it’s a trend that’s here to stay, in-person interaction still retains many benefits.
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White papersSigns of rotation emerge in equities
Slowing inflation in the US and Europe, and expectations of improving earnings could pave the way for a continuation of the broadening of the rally outside the US mega caps.
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White papersParis-aligned investing: Active or passive?
The algorithmic nature of passive funds’ investment processes can create the risk of over-simplification and short-termism when tackling the long-term challenge of climate change. We think that an active approach is not only more effective, but essential for investors aiming to make real contributions towards achieving the goals of the Paris Agreement.
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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 papersA Preliminary Language for a Post-Global World
This book sets out what we see as the key issues facing asset owners in the macro environment, and shares the outlook for capital markets, strategic allocation and the future of the investment industry. It will also explore how the next ten years are likely to be very different from the 1980–2020 period.
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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 papersMaking sense of infrastructure debt
The capital expenditure required to support anticipated growth in power demand while also reducing carbon emissions will necessitate significant amounts of debt financing going forward. Don Dimitrievich, Portfolio Manager for Nuveen Energy Infrastructure Credit, explains the evolving infrastructure debt opportunity set and the EIC team’s approach to thematic investing in IPE’s recent July/August 2024 report.
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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 papersPrivate Credit Outlook: The Heat is On
Private market growth in recent years has been remarkable. We think there’s more to come.
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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 papersIG Credit: Finding Value in a More Stable Environment
Record-high yields and supportive fundamental and technical factors continue to present opportunities in IG credit amid stabilizing spreads. Slowly declining inflation and the U.S. economy’s ability to grow despite elevated real interest rates—the drivers of the U.S. Federal Reserve’s (Fed) current wait-and-see stance—have created a highly favorable environment for investment grade (IG) credit.
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White papersTo Understand the Macro, Study the Micro
Right now, second-quarter earnings reports may be a better guide to the economic outlook than official statistics.
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White papersEquity Market Outlook 3Q 2024
Financial headlines suggest that vigorous debate has returned to equity markets. In our 3Q Equity Market Outlook, we highlight key aspects of this shift and discuss what they might portend for markets over the next six to 12 months.
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White papersU.S. Election: Near-Term Turbulence, Long-Term Questions
A close election could see increased U.S. equity volatility followed by a relief rally, while resulting policy impacts could take time to play out and may be affected by fiscal constraints.
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White papersDiversify with real and alternative assets
Hedge funds (HF) to benefit from abundant alpha opportunities
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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.
