Telephone 01260 226 610
Mobile 07429 652 970
Email enquiries@laforum.co.uk

White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Capital Group - 2016 Outlook: Seek bright spots in uncertain future

Volatility resurfaced in 2015 and with the US gaining strength and China transitioning towards a more balanced economy, we expect further volatility in 2016. As the year unfolds, investors who can see beyond macroeconomic headlines and seek out bright spots across the investment landscape stand to benefit.

Company: Capital Group
Date added: 01-01-2016
Sector: Markets

>> DOWNLOAD WHITE PAPER

Capital Group - High income bonds: Q&A with portfolio manager David Daigle

A decline in energy and commodity prices and weakness across a broader selection of industries has led to a widening of spreads on corporate high-yield bonds. In this new Q&A, GHIO portfolio manager David Daigle shares his outlook on the corporate high-yield bond market, including his view on valuations and the potential impact of US interest rate rises.

Company: Capital Group
Date added: 01-01-2016
Sector: Developed Market Sovereign Bonds

>> DOWNLOAD WHITE PAPER

Capital Group - High Income Bonds, Macro/Market views

Low inflation, a strong dollar, modest wage growth and other factors may lead the Fed to normalise rates slowly. In this paper, investment specialist Jim Hurlin discusses how investors who diversify away from their domestic bond portfolios and take a discrete approach to global bonds and currencies may benefit from more varied sources of income.

Company: Capital Group
Date added: 01-01-2016
Sector: Developed Market Sovereign Bonds

>> DOWNLOAD WHITE PAPER

Capital Group - 2016 Outlook: Identify investment opportunities in a slow-growth world

With the slowing of China’s economic growth, weak global oil prices and uncertainty over the timing and path of US rate rises, it’s been a tough year in the financial markets. However, despite the turbulence we believe that there will continue to be ample opportunity for long-term investors.

Company: Capital Group
Date added: 01-12-2015
Sector: Markets

>> DOWNLOAD WHITE PAPER

Capital Group - Fed rate decision: Liftoff at last, but no cause for panic

With the slowing of China’s economic growth, weak global oil prices and uncertainty over the timing and path of US rate rises, it’s been a tough year in the financial markets. However, despite the turbulence we believe that there will continue to be ample opportunity for long-term investors.

Company: Capital Group
Date added: 01-12-2015
Sector: Markets

>> DOWNLOAD WHITE PAPER

Capital Group - Taking India's pulse

In this Investment Insights paper on India, we assess the long-term impact of reforms put in place by Prime Minister Narendra Modi. We also discuss factors that are in India’s favour, including demographic trends and the penetration of technology.

Company: Capital Group
Date added: 01-12-2015
Sector: Emerging & Frontier Markets

>> DOWNLOAD WHITE PAPER

Capital Group - Emerging Market Debt: Local and dollar bonds provide different routes to returns

There is currently a large amount of value in emerging market debt, but diverging economic growth patterns and fundamentals are likely to drive significant return differences among emerging market bonds and currencies. For this reason, we believe that taking a flexible approach, and investing across the asset class, can be beneficial.

Company: Capital Group
Date added: 01-12-2015
Sector: Emerging Market Debt

>> DOWNLOAD WHITE PAPER

Capital Group - Emerging Markets: Where do we go from here?

It has been a difficult few years for emerging markets. Having been beset by challenges – from a potential rise in US interest rates to low commodity prices and slower economic growth – many investors are asking where we go from here. While the asset class faces headwinds, we believe the long-term case is strong and intact.

Company: Capital Group
Date added: 01-11-2015
Sector: Emerging & Frontier Markets

>> DOWNLOAD WHITE PAPER

Capital Group - US interest rate outlook: Expect a slower path to higher interest rates

The key question facing US monetary policy is not when the Federal Reserve will raise interest rates, but how far it can go given mixed economic conditions in the US and intensifying financial pressures around the world. This Investment Insights paper discusses these issues – and more.

Company: Capital Group
Date added: 01-11-2015
Sector: Markets

>> DOWNLOAD WHITE PAPER

Capital Group - Gain an advantage in Japan

In this Investment Insights paper, we examine the advantages of taking an active approach to investing in Japan. We also look at some defining features that have helped certain managers come out ahead.

Company: Capital Group
Date added: 01-10-2015
Sector: Japan

>> DOWNLOAD WHITE PAPER

Capital Group - Emerging markets have become diverging markets

This paper discusses the challenges facing emerging markets – from a potential rise in US interest rates to low commodity prices and slower economic growth – as well as the opportunities for long-term active investors.

Company: Capital Group
Date added: 01-09-2015
Sector: Emerging & Frontier Markets

>> DOWNLOAD WHITE PAPER

Capital Group - The China syndrome: meltdown or recovery ahead

Our China-based economist, Stephen Green, and China affairs specialist, Andrew Dougherty, share their thoughts on the fallout from the unexpected devaluation of the Chinese renminbi versus the US dollar, and the outlook for the Chinese economy in the longer term.

Company: Capital Group
Date added: 01-08-2015
Sector: China

>> DOWNLOAD WHITE PAPER

Sectors

Company