White papersEquity Market Outlook 4Q 2025
In spite of concerns about AI-related valuations, we believe a strong economy—with monetary stimulus in the pipeline and still more to come—has set the stage for stronger equity performance in 2026.
White papersFixed Income Investment Outlook: 4Q2025
As global monetary policy continues to moderate while trade and political strains persist, we are seeing decided changes in the fixed income landscape. In our view, U.S. investment grade bonds appear to offer less relative value than issues in Europe and elsewhere that may provide windows to capitalize on price dislocation. At the same time, the all-in yields provided by high yield and other sectors merit consideration despite tight credits spreads, albeit with an eye toward careful security selection.
White papersFixed Income Perspectives Q4 2025
Fixed Income Perspectives outlines the current macro and market views from across Capital Group’s extensive fixed income team and offers insights on investors’ bond exposure against an ever-changing backdrop.
White papersRelative Value & Tactical Asset Allocation – Q4 2025
Turbulence in growth resulting from U.S. policy vacillations continues to drive expectations for global activity and inflation risks. Although initial tariff announcements resulted in a significant equity market downturn and a surge in volatility, financial markets have recovered and rallied. However, the tariff impact on data is likely to lag survey and other data, suggesting that we are unlikely to see a significant acceleration in economic activity anytime soon.
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NewsLaSalle buys 4,000sqm German office for local institutional investor
Asset at Charlottenstraße 82 in Berlin is leased to the German Federal Ministry of Finance
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NewsBrookfield’s fourth infrastructure debt fund exceeds $4bn in initial close
BID IV’s backers include Maine PERS and Illinois Teachers
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NewsNorthern Ireland Investment Fund backs 9.4MW County Tyrone windfarm
CBRE-managed NIIF provides a portion of the financing for the Gronan Wind Farm project
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NewsThe Crown Estate plans £4.5bn UK science hub near Harwell campus
Manager buys 221-acre Harwell East site for proposed 4.5m sqft lab space and 400 homes
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NewsKKR buys half of 1.4GW North American solar portfolio from TotalEnergies
TotalEnergies to receive $950m for 50% stake sale
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