Fixed Income
How to think about bonds in this new world
November 3, 2023
Capital IdeasTM
Investment insights from Capital Group
Investment Insights
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Fixed Income
Whatever happened to the recession - and does it matter for bonds?November 3, 2023 -
Equity
Emerging markets: Positive signs even as China slowsOctober 24, 2023 -
Fixed Income
Fixed Income Perspectives Q4 2023October 19, 2023 -
Fixed Income
Focus on finding idiosyncratic company and sector opportunitiesOctober 18, 2023 -
Fixed Income
Attractive opportunity to add duration in non-USD ratesOctober 19, 2023 -
Fixed Income
Yields remain attractive as some EMs pivot on policyOctober 19, 2023 -
ESG
How ESG monitoring can enhance sovereign bond investingOctober 17, 2023 -
Fixed Income
Planning for long term success in emerging market debtOctober 12, 2023 -
Fixed Income
How global corporate bonds can improve outcomes for UK investorsOctober 2, 2023 -
Equity
Where next for equity valuations? The AI effectSeptember 29, 2023 -
Fixed Income
Quick take: India bond index inclusionSeptember 25, 2023 -
Fixed Income
Can investment-grade credit provide resilience amid uncertaintySeptember 21, 2023 -
Equity
Leaning into uncertainty – Time to reconsider equity markets?September 20, 2023 -
Emerging Markets
Supportive backdrop for EM currencies remains despite waning carry trade.September 19, 2023 -
Fixed Income
Go global for higher incomeSeptember 14, 2023 -
Fixed Income
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Equity
Japan: Will reforms further unlock stock valuations?September 8, 2023 -
ESG
Helping complete the research ‘puzzle’ with ESG integrationAugust 31, 2023 -
Fixed Income
Is now the time to exit cash and move back into bonds?August 29, 2023 -
Fixed Income
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United Kingdom
UK equities: value opportunity or value trap?August 8, 2023 -
Artificial Intelligence
AI and the new tech megacycleJuly 27, 2023 -
Federal Reserve
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Fixed Income
Kirstie Spence: three exciting things about EMDJuly 26, 2023 -
Fixed Income
Fixed Income Perspectives Q3 2023 outlookJuly 21, 2023 -
Fixed Income
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Fixed Income
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Fixed Income
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Fixed Income
EM rate cuts on the horizon as inflation trends downJune 28, 2023 -
Fixed Income
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Federal Reserve
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Fixed Income
Opportunities in US high-yield creditJune 15, 2023 -
Central Banks
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Fixed Income
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Fixed Income
Focus on investment grade fixed income fundamentalsJune 11, 2023 -
Emerging Markets
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Finance & Banking
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Fixed Income
Quick take: Presidential elections in TurkeyMay 31, 2023 -
Fixed Income
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Fixed Income
Outlook for credit sectorsMay 11, 2023 -
Inflation
The case for a higher-inflation regimeMay 4, 2023 -
ESG
Beyond the headlines: Five ESG investment perspectivesApril 28, 2023 -
Fixed Income
EMD quarterly review Q1 2023April 27, 2023 -
Fixed Income
A multi-sector approach for reliable incomeApril 25, 2023 -
Market Volatility
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Fixed Income
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Fixed Income
Fixed Income Perspectives April 2023April 24, 2023 -
Fixed Income
Emerging markets debt: Starting yields lift return potentialApril 24, 2023 -
Bonds
Will the US dollar continue to weaken?April 14, 2023 -
Market Volatility
Financial cycles peaking: expect distress ahead?April 11, 2023 -
Fixed Income
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Equity
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Fixed Income
Is the long-term case for emerging market debt still intact?March 31, 2023 -
Fixed Income
How vulnerable is EM debt to volatility spillovers?March 27, 2023 -
India
Can India take advantage of growing China Plus One strategy?March 27, 2023 -
Fixed Income
European market outlook: Clouds on the horizonMarch 27, 2023 -
Federal Reserve
Quick take: Bank failures push Fed to proceed with cautionMarch 23, 2023 -
Market Volatility
Asian banks: end of Fed hiking could be keyMarch 17, 2023 -
Market Volatility
ECB hikes rates but financial instability clouds outlookMarch 17, 2023 -
Market Volatility
European bank sell-off hard to reconcile with fundamentalsMarch 16, 2023 -
Market Volatility
Quick take: How SVB’s collapse changes the Fed’s calculusMarch 16, 2023 -
Market Volatility
Views on the collapse of SVB FinancialMarch 14, 2023 -
Multi-Asset
Capital market assumptions - February 2023February 28, 2023 -
Fixed Income
China reopening should benefit parts of EM AsiaFebruary 24, 2023 -
ESG
Our ESG framework builds on 90 years of research legacyFebruary 24, 2023 -
Fixed Income
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ESG
Rob Lovelace on Capital Group’s ESG philosophyFebruary 22, 2023 -
Multi-Asset
Are 60-40 portfolios set for a comeback?February 16, 2023 -
Federal Reserve
Quick take: Optimistic Fed not declaring victory over inflationFebruary 6, 2023 -
Long-Term Investing
Rob Lovelace shares his view on the current bear marketFebruary 3, 2023 -
Bonds
A framework for navigating uncertaintyJanuary 30, 2023 -
Equity
China: What could drive its markets in 2023January 28, 2023 -
Fixed Income
Why diversify your bond portfolio?January 26, 2023 -
Bonds
EMs with stronger fundamentals should see inflowsJanuary 25, 2023 -
Fixed Income
Fixed Income Perspectives January 2023January 24, 2023 -
Fixed Income
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Fixed Income
European interest rates: Increased dispersion presents opportunitiesJanuary 23, 2023 -
Fixed Income
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Fixed Income
Fixed income at Capital Group targets predictable outcomesJanuary 18, 2023 -
Japan
Japan: forging economic resilience amid global headwindsJanuary 6, 2023 -
Central Banks
The economy in 2023: Where we differ from market consensusJanuary 3, 2023 -
Dividends
Dividend growers: The secret sauce of sustainable growthDecember 14, 2022 -
Fixed Income
Securitised credit: A useful diversifier in bond portfoliosDecember 7, 2022 -
Technology & Innovation
5 things to know about the future of semiconductorsDecember 1, 2022
Latest Articles
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Equity
Electric vehicles in the fast lane: Who wins this race?November 23, 2023 -
Portfolio Construction
How to use bonds to seek balance as Fed hikes wind downNovember 20, 2023 -
Federal Reserve
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Equity
The changing face of trade: idea-driven companies come to the foreNovember 7, 2023 -
Inflation
Fed’s 2% inflation target could be delivered earlyOctober 26, 2023 -
Fixed Income
Not all high yield is created equalOctober 20, 2023 -
United States
US government debt: We need to talkOctober 12, 2023 -
World Markets Review
Stocks and bonds stumble on rising rates: Q3 roundupOctober 10, 2023 -
ESG
How are style and inflation risks influencing ESG investors?October 9, 2023 -
Fed
As the Fed pauses, what’s next for inflation and rates?September 21, 2023 -
Asset Allocation
As rate hikes near end, historic investor opportunity may beginSeptember 15, 2023 -
Market Volatility
Guide to recessions: Nine things you need to knowSeptember 11, 2023 -
Fixed Income
Unlock income opportunities across key credit sectorsSeptember 1, 2023 -
Bonds
Four high-income seeking investment strategies for a high-rate worldSeptember 1, 2023 -
Markets & Economy
Risks of bad breadth: Market concentration in five chartsAugust 24, 2023 -
Long-Term Investing
Five investing mistakes to avoidAugust 21, 2023 -
Bonds
Four lessons from 50 years of bond investingAugust 11, 2023 -
Market Volatility
US economy hit by rolling recessionAugust 3, 2023 -
Market Volatility
Guide to stock market recoveriesJuly 21, 2023 -
India
Will India be the breakout emerging market this decade?July 18, 2023 -
Global Equities
Can this stock market rally continue?July 17, 2023 -
World Markets Review
World markets review —Second quarter 2023July 12, 2023 -
Japan
Japan outlook: The road to sustainable wage growthJune 30, 2023 -
outlook
2023 Midyear Outlook reportJune 22, 2023 -
Fixed Income
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Global Equities
Stock market outlook: Broader opportunities emergeJune 9, 2023 -
Economic Indicators
Economic outlook: Mild recession, strong recoveryJune 2, 2023 -
Emerging Markets
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U.S. Equities
Big Tech turnaround: Can it continue?May 30, 2023 -
Bonds
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Economic Indicators
Why the next economic recovery may be stronger than expectedApril 28, 2023 -
Bonds
Debt ceiling showdown: Should investors worry?April 21, 2023 -
World Markets Review
Markets rally despite bank scare: Q1 roundupApril 14, 2023 -
Artificial Intelligence
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Market Volatility
What the SVB collapse means for investorsMarch 23, 2023 -
Utilities
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Markets & Economy
10 investment themes for 2023March 8, 2023 -
Global Equities
Multinational companies can thrive in tough timesMarch 3, 2023 -
U.S. Equities
3 views on the future of growth investingFebruary 24, 2023 -
Energy
5 trends driving energy markets in 2023February 23, 2023 -
ESG
Five perspectives on ESG in bond investingFebruary 15, 2023 -
Trade
Reshoring supply chains: What does it mean for investors?February 10, 2023 -
Markets & Economy
Quick take: Seven questions around recession in EuropeJanuary 30, 2023 -
Global Equities
Four trends could power an industrial renaissanceJanuary 20, 2023 -
World Markets Review
World markets review - Fourth quarter 2022January 13, 2023 -
Bonds
Bond market outlook: Prospects brighten as Fed slows hikesDecember 16, 2022 -
Markets & Economy
Quick take: Five insights on Fed policy after the latest rate hikeDecember 15, 2022 -
U.S. Equities
U.S. markets outlook for 2023December 12, 2022 -
Europe
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Fixed Income
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Politics
Quick take: Austerity deferred in the UKNovember 21, 2022 -
Market Volatility
“Courage! We have been here before”November 17, 2022 -
Long-Term Investing
Taking a long-term viewNovember 16, 2022 -
Fed
The Fed’s big question: how high is high enough?November 8, 2022 -
Markets & Economy
New reality for investors: 5 big trends changing marketsNovember 3, 2022 -
ESG
Investors look for more innovation in ESG solutionsNovember 2, 2022 -
Equity
Can non-U.S. equities overcome a strong U.S. dollar?October 28, 2022 -
Fixed Income
U.S. midterm elections: Will the House flip?October 21, 2022 -
Equity
World markets review - Third quarter 2022October 11, 2022 -
Market Volatility
Braving bear markets: 5 lessons from seasoned investorsSeptember 30, 2022 -
Inflation
Is high inflation the ultimate pandemic distortion?September 29, 2022 -
Market Volatility
When will the bear market end?September 29, 2022 -
Equity
Can dividends offer resilience throughout the cycle?September 26, 2022 -
Election
Can U.S. midterm elections move the market? 5 charts to watchSeptember 15, 2022 -
Market Volatility
Recession watch: lessons from history and key economic indicatorsSeptember 13, 2022 -
Bonds
Rising yields put bond markets back on a road to normalSeptember 6, 2022 -
United States
Is the US already in a recession?August 5, 2022 -
Fixed Income
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Outlook
Rob Lovelace on all-weather investingJune 30, 2022 -
Outlook
Bond outlook: What to know as Fed fears hit marketsJune 21, 2022 -
Outlook
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Outlook
European economy growing despite headwindsJune 13, 2022 -
ESG
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Aerospace
Air travel is taking off againMay 12, 2022 -
ESG
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Global Equities
When volatility is rising, boring is beautifulMay 3, 2022 -
Interest Rates
Is the era of easy money coming to an end?April 21, 2022 -
Dividends
Rotating into dividends in an inflationary worldApril 20, 2022 -
ESG
Decarbonisation of the aviation industryApril 14, 2022 -
China
My investment lessons from 40 years in ChinaApril 13, 2022 -
China
How to think about investing in China todayApril 7, 2022 -
ESG
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Markets & Economy
Is the spike in commodity prices sustainable?March 24, 2022 -
Market Volatility
Why we think the Fed is still behind the curveMarch 17, 2022
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