All White papers articles – Page 99
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White papersNorth America real estate market outlook Q4 2024
What are the the trends in North American real estate? Read more about our outlook.
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White papersOur path to carbon neutrality by 2045
The retail fund has set its sights on achieving a carbon-neutral portfolio by 2045. No easy task, especially when it comes to high street retail. The many listed buildings in our city centres present added complications in this category: each building has its own unique character and therefore its own unique set of challenges as regards the measures that can and need to be taken.
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White papersAsia-Pacific real estate market outlook Q4 2024
We have raised our near-term total return forecasts for APAC’s property market.
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White papersEuropean high yield: default rate coming down
Our par-weighted default rate forecast for European High Yield (EHY) is 3.8% for the forward 12-month period and 7.2% for the forward 24-month period. Excluding hybrid issuers, the default rate increases to 4.5% over 12 months and 8.5% over 24 months. This compares to a LTM (last 12 months) default rate for Europe, to April 2024, of 4.1%1, and a recent peak through the Covid-19 pandemic of 6.9%.
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White papersInfrastructure debt: A sector for all cycles
Investor demand for infrastructure debt is growing amid higher-for-longer interest rates and supported by global mega-trends related to AI and decarbonisation.
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White papersEmerging Markets charts and views: Gearing up ahead of US elections and policy easing
The Global macroeconomic outlook is supportive for EM prospects, with global growth remaining resilient and inflation generally on a declining trend. EM appear more resilient.
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White papersIce cream for dogs: Why energy demand just cannot stop growing
Granular energy transition models all contain a tension between better energy efficiency due to technological progress, and the emergence of new energy use-cases. We look at examples of this dynamic in practice, and consider how it may impact energy demand in the coming decades.
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White papersPrivate Markets Investment Outlook Q4 2024: Reasons to be optimistic
A continued decline in inflation, the beginning of normalising central bank rates, and an improved capital demand/supply balance create a favourable environment for private market investments. However, persistent geopolitical tensions underscore the need for diversified allocations.
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White papersTransition to a low carbon economy powers growth
Awareness and expectations surrounding sustainability and the need to transition to a low carbon economic model are maturing globally, driving demand and creating new investment opportunities.
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White papersNo Autumn chills for Global Investment Grade Corporate fundamentals
Investment grade (IG) indices remain close to recent tights. Similarly, corporate fundamentals are in an extremely strong position. Our credit work looks to identify where there is a mismatch between the fundamental expectations and valuations of issuers, on a name-by-name basis. We also aggregate the single name expectations each quarter to give a view of the market as a whole.
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White papersUK real estate market outlook Q4 2024
Following months of stabilisation, the UK real estate market is reaching an equilibrium point.
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White papersMultinational companies can thrive in tough times
A common question investors ask is about the impact of de-globalisation. The risks are clear: rising US-China tensions, conflict in Europe and the Middle East, increasing trade barriers, broken supply chains, a slowing global economy and bouts of volatility in equity markets.
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White papersAdding value through active management and capital reinvestment
Creating value in unlisted infrastructure investments requires more than an ‘invest and forget’ approach. Seeking to maximise returns of these types of assets requires active management, long-term thinking and often ongoing capital reinvestment.
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White papersJapanese property yields: is the only way up?
The unwinding of Japan’s ultra-low interest-rate policy has raised some questions about the impact on real estate. But rental growth may play a bigger role in driving Japanese property yields.
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White papersGlobal Outlook 2025
In 2025, we believe the core question to dominate economic discussions is where the unobservable natural rate (r*, the neutral rate of interest that supports full employment and constant inflation) lies and when central banks should stop cutting.
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White papersThe road ahead for equities
What direction could equity markets take from here? Will they continue on a narrow path - led by large-cap tech stocks - or is there potential for a wider range of opportunities?
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White papersFixed Income Perspectives Q4 2024
Quarterly macro and market insights from Capital Group’s fixed income team
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White papersWhat’s after “higher for longer?”
We explore whether interest rates are likely to stay higher for longer or revert to the mean—and the impact it could have on real estate credit returns.
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White papersThe fundamentals of sustainable forestry investing
Sustainable timberland investments offer investors traditional portfolio diversification benefits alongside new opportunities for positive impact, say Manulife’s Thomas Sarno, David Fortin and Mary Ellen Aronow.
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White papersEuropean utilities: prepared for the spending storm
Despite huge growth in demand, costs squeezes and supply constraints around raw materials and capacity are limiting expected returns in renewables development
