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Fixed Income Perspectives
Quarterly macro and market insights from Capital Group’s fixed income team
Investment Insights
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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 -
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 -
India
Can India take advantage of growing China Plus One strategy?March 27, 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 27, 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
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Fixed Income
European interest rates: Increased dispersion presents opportunitiesJanuary 23, 2023 -
Japan
Japan: forging economic resilience amid global headwindsJanuary 5, 2023 -
Central Banks
The economy in 2023: Where we differ from market consensusJanuary 3, 2023 -
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 -
Health Care
Investing in the fight against a worsening obesity epidemicNovember 23, 2022 -
Fixed Income
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Fixed Income
Asian fixed income: Careful navigation requiredNovember 16, 2022 -
Dividends
Dividends: Building resilience in a new market realityNovember 10, 2022 -
Fixed Income
The pursuit of consistent income streamsNovember 10, 2022 -
Election
Brazil presidential election outcomeNovember 8, 2022 -
China
Five outcomes from 20th Chinese Communist Party CongressNovember 8, 2022 -
Health Care
Is there a cure for weakness in Chinese health care stocks?October 31, 2022 -
Market Volatility
Recession watch: triggers, outlook and what next for central banksOctober 31, 2022 -
ESG
Clean hydrogen: Opportunities beyond the hypeOctober 28, 2022 -
Fixed Income
Navigating dark clouds across emerging markets debtOctober 27, 2022 -
Fixed Income
Unearthing opportunities in Asian credit marketsOctober 27, 2022 -
Fixed Income
Fixed Income Perspectives October 2022October 25, 2022 -
Market Volatility
Quick take: Britannia unhingedOctober 25, 2022 -
Emerging markets debt: Volatility calls for patient investorsOctober 20, 2022
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Macro insights: Yields attractive, though headwinds to growth loomOctober 20, 2022
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Fixed Income
Attractive opportunities remain across 4 key credit marketsOctober 17, 2022 -
Market Volatility
When short term pain can bring long term gainsOctober 6, 2022 -
Dividends
Dividends: a strategy for all seasonsOctober 5, 2022 -
Fixed Income
5 reasons to invest in US high yieldSeptember 30, 2022 -
Market Volatility
Running the rule over Truss & Kwarteng’s fiscal radicalismSeptember 30, 2022 -
Currencies
Global outlook: all eyes on where US inflation landsSeptember 30, 2022 -
Fixed Income
Four roles your bond portfolio should playSeptember 23, 2022 -
Equity
Why research is critical when it comes to China investingSeptember 16, 2022 -
Fixed Income
Fixed income at Capital Group targets predictable outcomesJanuary 18, 2023 -
Fixed Income
The case for investment grade corporate bondsSeptember 14, 2022 -
Japan
Uniquely Japan: Navigating Asia's largest advanced economySeptember 1, 2022 -
Politics
Will the war in Ukraine outlast European unity?August 24, 2022 -
Multi-Asset
Multi-asset investing in times of volatilityAugust 18, 2022 -
Currencies
How long might the dollar rally last?August 11, 2022 -
Equity
Equity investing in an inflationary environmentAugust 11, 2022 -
ESG
Monitoring corporates against third-party ESG data providersAugust 3, 2022 -
Equity
A growth and income approach to investing in EuropeJuly 27, 2022 -
Fixed Income
Fixed Income Perspectives July 2022July 27, 2022 -
Fixed Income
Income as the anchor of a portfolio amid volatilityJuly 21, 2022 -
Active Management
2022 Midyear Outlook reportJuly 21, 2022 -
Japan
Yen's plummet puts Bank of Japan in a bindJuly 20, 2022 -
Europe
ECB faces tough choices as it prepares to raise ratesJuly 19, 2022 -
Portfolio Construction
Building resilient portfolios amid inflationJuly 19, 2022 -
Equity
The persistence of dividend growersJuly 8, 2022 -
Fixed Income
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Emerging Markets
Emerging market debt: an active approachJuly 4, 2022 -
Bonds
Why should you consider owning bonds now?June 27, 2022 -
Fixed Income
Credit investing amid heightened market volatilityJune 22, 2022 -
Fixed Income
Look to credit opportunities amid bond market routJune 17, 2022 -
Fixed Income
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Trade
Supply chain shifts signal reglobalisationJune 20, 2022 -
Market Volatility
A focus on inflationJune 14, 2022 -
Emerging Markets
Emerging markets and rising US interest ratesJune 1, 2022 -
Stock
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Currencies
Downturn in the US financial cycle may be nearMay 20, 2022 -
Fixed Income
Navigating the foggy road to normalMay 19, 2022 -
Market Volatility
Relative value in EM local marketsMay 13, 2022 -
Emerging Markets
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Market Volatility
The lowdown on inflation in the US and EuropeApril 29, 2022 -
Fixed Income
Fixed Income PerspectivesApril 28, 2022 -
Retirement
Retirement is changingApril 27, 2022 -
Market Volatility
Investing amid exacerbating inflationary pressuresApril 22, 2022 -
Fixed Income
Investing in fixed income in a rate hiking cycleApril 13, 2022
Pandemic, war and climate change sharpen focus on ESG
Latest Articles
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Market Volatility
What the SVB collapse means for investorsMarch 23, 2023 -
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 -
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 -
Markets & Economy
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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 -
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 -
Health Care
4 reasons health care could lead the next bull marketAugust 18, 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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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 -
Market Volatility
Russia-Ukraine conflict threatens global economyFebruary 25, 2022 -
Market Volatility
How to handle market declinesFebruary 11, 2022 -
Technology & Innovation
Storm cloud: Look past turbulence in US software stocksFebruary 7, 2022 -
China
How demographic challenges are shaping the China investment storyFebruary 1, 2022 -
Japan
Kishidanomics: Propelling Japan towards the digital futureJanuary 28, 2022 -
Currencies
The pros and cons of BitcoinJanuary 4, 2022 -
Emerging Markets
5 reasons to be positive about the outlook for EMDDecember 15, 2021 -
ESG
Measuring the value of human capitalNovember 16, 2021 -
ESG
Measuring the value of human capitalNovember 12, 2021 -
Risk
Investors reveal their top ESG roadblocksNovember 8, 2021 -
Technology & Innovation
3 ways the cloud can change our futureNovember 4, 2021 -
Inflation
Pricing power can help companies fight inflationOctober 28, 2021 -
Inflation
US Inflation: Transitory or troublesome?October 15, 2021 -
Equity
Investing in a cloud-powered worldOctober 13, 2021 -
Monetary Policy
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Demographics & Culture
Will the pandemic threaten the future of big U.S. cities?September 17, 2021 -
Emerging Markets
10 trends reshaping the future of emerging marketsSeptember 15, 2021 -
Technology & Innovation
Beyond the FAANGs: Tech savvy companies in non-tech sectorsSeptember 3, 2021 -
Technology & Innovation
5 predictions for the future of US mediaAugust 26, 2021 -
China
What does heightened China risk mean for investors?August 19, 2021 -
Energy
Big oil faces big challenges on climate changeAugust 6, 2021 -
ESG
Are ESG bonds worth the ‘greenium’?July 30, 2021 -
Dividends
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Interest Rates
US debt ceiling deadline could disrupt money marketsJuly 19, 2021 -
Global Equities
5 investment lessons from the pandemic eraJuly 15, 2021 -
Finance & Banking
The future of the financial sector: The analyst viewJuly 9, 2021 -
Technology & Innovation
Big Tech stocks: How to gauge regulatory riskJuly 1, 2021 -
Interest Rates
Market's view of transitory inflation may be prematureJune 29, 2021 -
Emerging Markets
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Fed
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Currencies
4 things global financial cycles are telling usJune 16, 2021 -
Emerging Markets
Why emerging markets local currency debt in 4 chartsJune 10, 2021 -
Fixed Income
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Equity
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Equity
Big Tech stocks: How to gauge regulatory riskMay 28, 2021 -
Health Care
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Energy
From fossil fuels to renewablesMay 25, 2021
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Capabilities & Strategies
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