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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Categories
Bonds
Focus on fixed income
Mike Gitlin
Head of Fixed Income
Luke Farrell
Fixed Income Investment Director
Pramod Atluri
Fixed Income Portfolio Manager

Don’t wait for a dramatic Fed pivot or Morningstar move to reassess what’s in your bond portfolio — and whether it’s truly serving your investment goals. Read on to discover how some Capital Group portfolio managers and thought leaders view recent developments rocking the bond world, as well as insights on fixed income allocations.


You’ll learn:

  • Why the Fed’s recent interest rate rollback is a chance to rebalance
  • What Morningstar’s intermediate-term bond category split means for bond investors
  • How a portfolio makeover could turn up surprise risks in your bond holdings

Read all four articles and listen to the podcast below, then take the CE credit quiz to earn one hour of CE credit for CFP and CIMA designations.



Mike Gitlin is head of fixed income at Capital Group. He has 28 years of investment industry experience (as of 12/31/2021) and has been with Capital Group for seven years. He holds a bachelor’s degree from Colgate University. 

Luke Farrell leads Capital Group's fixed income investment specialist team globally. He has 29 years of industry experience and holds a bachelor's degree in chemical engineering from the University of Virginia. 

 

Pramod Atluri is a fixed income portfolio manager with 23 years of industry experience (as of 12/31/2021). He holds an MBA from Harvard Business School and a bachelor’s degree from the University of Chicago. He is a CFA charterholder.


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Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.