Outlooks – Page 13
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Are companies really making progress on ESG? Read our long-term analysis to find out
In a landmark study of data going back 14 years, LGIM will provide a unique perspective on ESG progress across geographies, industry sectors and engagement themes.
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How salmon became catch of the day
While salmon are known for swimming upstream, salmon farmers face a tough battle when going against the flow to create businesses that align with ESG principles
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Embracing diversity, equity, and inclusion: nurturing diverse talent for lasting business success
In recent years, we have seen conversations about Diversity, Equity, and Inclusion (DE&I) take centre stage as part of a wider discussion about sustainability and meeting societal expectations about doing the right thing.
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The Global Challenges for the Next Generation
The Annual IMF Meetings in Marrakech raised an interesting question: Is the whole world a developing economy now—and can it pay for that development?
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Will Markets Do the Fed’s Job of Tightening Financial Conditions?
In this monthly series, we take a quick, comprehensive look at current macroeconomic themes that matter to clients.
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China: A giant in transition
For nearly 40 years, investors have seen China as a fast-growing, emergent economy, on its way to achieving middle-income status. More recently a different narrative has emerged, portraying China as stumbling badly, weighed down by excess debt and investment, an aging population, and the end of globalization. Investment Strategist Christy Tan and her colleagues believe the truth about China is neither as optimistic nor as pessimistic as is currently fashionable.
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The COP conundrum
Much has been achieved but much more needs to be done if the COP convention is to retain credibility.
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Risks rise but markets hold steady
The conflict in Israel and Gaza has not moved markets… yet.
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360° Fixed Income Report, Q4 2023: Debt, deficit, dispelling doubts
In our latest fixed income report, 360°, the credit team provide an overview of the key themes shaping the fixed income narrative and their outlook for the remainder of 2023 and beyond.
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Middle East crisis unnerves regional bond markets
The spreads between the average yields of bonds issued by Jordan and Egypt and equivalent US Treasuries rose sharply this week.
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Listening for the Quiet: Discovering the Real Data Advantage
Taking time to sort through all the noise around artificial intelligence (AI) can uncover the quiet: promising companies with strong potential to benefit from their access to quality data.
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Plastic wrap: curbing microplastics and promoting reuse models
Welcome to Plastic wrap, our bimonthly review of the science, policy and corporate activity pivotal in creating a circular plastics value chain.
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Should markets fear the services slowdown?
Growth in the services sector has taken a downwards turn. Can the improving manufacturing alone sustain US economic growth? In this weekly installment of Simply put, we assess the likely impact of a slowdown in the services industry on markets.
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Geopolitical Shocks and Portfolio Construction
Investors should try to respond not to the events of the past week, but to the deeper global trends they reflect.
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Fixed Income Perspectives Q4 2023
Quarterly macro and market insights from Capital Group’s fixed income team.
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Nuclear energy: still dividing opinions
Seventy-eight years after the detonation of the first atomic bomb, nuclear technology continues to divide opinion. Proponents herald its ability to deliver clean and reliable energy. Critics argue it is simply not worth the risk.
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Private assets views Q4 2023: selectivity is key
The latest update from our private assets business highlights new investment opportunities arising from global themes of decarbonisation, increasing deglobalisation trends, evolving demographics, and the AI revolution.
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How ESG monitoring can enhance sovereign bond investing
Fundamental research has always been at the heart of our investment approach, The Capital SystemTM. We believe that analysing material environmental, social and governance (ESG) issues can help us better understand long-term risks and opportunities.
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Biodiversity Equity, Annual report 2022-3
Our annual report looks at the battle against deforestation. Despite the scale of destruction to key global forestry regions, there is a developing consensus that collective action from multiple stakeholders can halt, or even reverse, the ecological damage.
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Fixed Income Investment Outlook 4Q 2023: Staying Airborne
Tight monetary policy is slowing growth, but we see room to avoid a hard landing in the U.S. while Europe and China remain key risks on a global basis. In a higher-for-longer rate environment, shorter maturities offer opportunity, with potential for modest duration extension in the two- to seven-year range. Within credit, we favor enhancing quality and are finding particular value in securitized markets.