Capital Ideas^SM

Investment insights from Capital Group

Monetary Policy

The long unwinding road: Our take on Federal Reserve tapering and U.S. inflation
Fed

Quick take on Jerome Powell’s Jackson Hole speech
Fixed Income

5 themes to investing in global bond markets
Fixed Income

Fixed Income Perspectives July 2021
Fixed Income

Weighing up the cost of ESG bonds
Emerging Markets

Diverging growth rates likely across emerging markets, but direction is positive
Emerging Markets

Why emerging markets local currency debt in 4 charts
Bonds

4 reasons why US debt may not spin out of control
Fixed Income

Fixed Income Perspectives April 2021
Bonds

US high-yield bonds: 5 things to know today
Fixed Income

Amid a US economic boom, how high can rates go?
Fixed Income

What will be the key factors driving EM debt in 2021?
Fixed Income

Will the Fed’s new policy framework bring higher inflation?
Fixed Income

Fixed Income Perspectives January 2021
Active Management

Emerging market debt outlook for 2021
Fixed Income

Global corporate bonds Q&A with Damir Bettini
Bonds

Capital Group Global High Income Opportunities Hedged (AU) (GHIO) Q&A with Rob Neithart
Emerging Markets

Emerging market debt in the new decade: an active approach
Markets & Economy

Is the dollar’s stumble a sign of things to come?
Fixed Income Perspectives
Market Volatility

Global corporate bonds: a time for selectivity and stringent credit analysis
Bonds

U.S. Corporate defaults have tripled: What you need to know
Bonds

US corporate debt: opportunity and risk in a post-COVID world
Bonds

Fixed Income Perspectives
Bonds

Global investment grade corporate bonds: a sector for all seasons
Emerging Markets

Emerging market debt: three months into the crisis
Bonds

The income conundrum: where to find sustainable income
Bonds

BBB bonds face their moment of truth
Emerging Markets

How will emerging market debt emerge from the crisis?
Bonds

Where next for fixed income markets - Insights from Capital Group's head of fixed income
Emerging Markets

Digging deeper into emerging market debt