All White papers articles – Page 59
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White papersEurope Real Estate Sector Report
Europe’s real estate market is showing early signs of recovery, with industrial and residential sectors leading the way, while office spaces continue to face challenges. Investors should focus on high-quality assets in resilient submarkets to navigate the evolving landscape.
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White papersAsset Allocation Committee Outlook 2Q 2025
“Much now depends on whether we see a more structured and predictable approach to policymaking in the U.S., especially on trade and the size and cost of government.”
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White papersFixed Income Investment Outlook 2Q 2025
The Trump administration’s announced tariffs have introduced new turbulence to the markets as investors seek to assess the possible ramifications across economies and asset classes.
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White papersFixed Income Perspectives Q2 2025
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersFixed income update: Bonds reclaim role as a volatility buffer
High-quality bonds are an important portfolio diversifier in uncertain markets
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White papersBeyond traditional fixed income: Diversifying into specialty finance
Investors are seeking to diversify their fixed income and credit exposure. Of the options available, structured finance has emerged as a compelling choice as a complementary allocation. Learn how it can help diversify and enhance returns within portfolios.
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White papersFive charts that put market volatility in perspective
President Trump’s tariffs have put market volatility back in the spotlight.
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White papersQuarterly Equities and Multi Asset Outlook – Q2 2025
Investors started this year thinking that corporates and governments were better prepared for a Trump 2.0 trade war. That proved not to be the case, so how should they be positioning amid the turmoil? Find out more in the latest Quarterly Equities and Multi Asset Outlook: ‘Dispersing the herd’.
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White papersResponsible Investment Report
The report highlights the key responsible investment initiatives and discusses various ESG projects across all asset classes.
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White papers2025 Europe Senior Housing Sector Update
The senior housing sector is benefitting from record levels of occupancy and strong income growth, which is beginning to attract a greater array of capital to the sector.
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White papers2025 Europe Self Storage Sector Update
The self storage sector in the Europe continues to see strong fundamentals, with strong rental growth and stable occupancy despite a marked increase in supply reflecting demand for the sector
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White papersU.S. Real Estate Sector Report
The U.S. office real estate market shows early signs of recovery, with selective opportunities emerging despite ongoing challenges.
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White papersHarrison Street 2025 Europe Outlook
Europe’s Inflation Story: Significant Progress Has Been Made but Risks Remain
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White papersPotential Impact of U.S. Tariffs: Private Equity Manager Perspectives
We surveyed our deep network of private equity managers for insights on the impacts of President Trump’s tariff announcement.
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White papersCold Storage: A Niche Property Heating Up
The cold storage sector was viewed as a non-institutional property type for most of the last century, but that view has changed in the last 15 years. Institutional capital began to gravitate toward the sector in a meaningful way beginning in the early 2010s, and that process has accelerated in recent years. Since 2015, cold storage transactions accounted for only 0.4% of total commercial real estate investment activity in dollar terms.
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White papersPathways for investing in biodiversity
For investor’s seeking to deploy capital to strategies that may benefit nature while generating positive financial returns, there are a multitude of opportunities to access well-developed existing and emerging environmental markets.
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White papersDemocracy in decline: the impact on financial markets
World leaders are getting older and global democracy scores are falling. What are the potential outcomes for global markets?
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White papersNavigating listed infrastructure investing and tariffs
Time to “play defense” after an eventful first quarter?
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White papersEurope: The Next Frontier in Asset-Based Finance
Banks in Europe—much like those in the US—are stepping away from many types of lending. Driven in part by stricter regulatory requirements, the retreat is expanding the opportunity set in private asset-based finance, a $6.3 trillion-and-growing market that provides much of the financing for the real economy.
