Investing amid Trade Wars (Sparkline Capital)
We develop a framework to measure firms’ global trade exposure based on their reliance on foreign revenues, supply…
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Macro Pulse: Soft Data, Hard Questions (New York Life Investments)
Amid rampant global policy uncertainty, investors face a difficult truth: clarity may not come soon.
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Game On: Why Industrials Are in Play (Brookfield)
We see an attractive long-term opportunity to help industrial companies transform into nimble global competitors.
Global Oil Upstream Mergers & Acquisitions Review & Outlook (S&P Global)
As the rapid pace of the energy transition has slowed and fossil fuels have re-emerged as essential components for…
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Stay ahead: Capital Group’s latest insights on today’s dynamic markets
Following recent events, the dynamic between the European and U.S. economies...
