Fixed Income Perspectives

Quarterly macro and market insights from Capital Group’s fixed income team

Investment Insights

Equity

A growth and income approach to investing in Europe

July 27, 2022

Investment Insights
Fixed Income

Fixed Income Perspectives July 2022

July 27, 2022
Active Management

2022 Midyear Outlook report

July 21, 2022

Rob Lovelace
Fixed Income

Income as the anchor of a portfolio amid volatility

July 21, 2022

Flavio Carpenzano
Japan

Yen's plummet puts Bank of Japan in a bind

July 20, 2022

Anne Vandenabeele
Europe

ECB faces tough choices as it prepares to raise rates

July 19, 2022

Robert Lind
Portfolio Construction

Building resilient portfolios amid inflation

July 19, 2022

Nisha Thakrar
Fixed Income

When short term pain can bring long term gains

July 15, 2022

Flavio Carpenzano
Equity

The persistence of dividend growers

July 8, 2022

Grant L. Cambridge
Fixed Income

Where are the risks and opportunities in high yield and EMD?

July 5, 2022

Rob Neithart
Emerging Markets

Emerging market debt: an active approach

July 4, 2022

Jeremy J.W. Cunningham
Bonds

Why should you consider owning bonds now?

June 27, 2022
Fixed Income

Credit investing amid heightened market volatility

June 22, 2022

Peter Becker
Fixed Income

Look to credit opportunities amid bond market rout

June 17, 2022
Fixed Income

The US Fed's aggressive path could mean more market turmoil

June 16, 2022
Trade

Supply chain shifts signal reglobalisation

June 20, 2022
Market Volatility

A focus on inflation

June 14, 2022
Emerging Markets

Emerging markets and rising US interest rates

June 1, 2022
Stock

Globalisation: the reports of its demise are greatly exaggerated

May 25, 2022
Currencies

Downturn in the US financial cycle may be near

May 20, 2022

Jens Sondergaard
Fixed Income

Navigating the foggy road to normal

May 19, 2022

Mike Gitlin
Market Volatility

Relative value in EM local markets

May 13, 2022

Kirstie Spence
Emerging Markets

Does the EM debt repricing present a good entry point?

May 5, 2022

Harry Phinney
Market Volatility

The lowdown on inflation in the US and Europe

April 29, 2022
Fixed Income

Fixed Income Perspectives

April 28, 2022
Retirement

Retirement is changing

April 27, 2022

Philip May
Market Volatility

Investing amid exacerbating inflationary pressures

April 22, 2022
Fixed Income

Investing in fixed income in a rate hiking cycle

April 13, 2022

Keiyo Hanamura
Market Volatility

Q&A: Investing amid geopolitical uncertainty

April 6, 2022
Market Volatility

Germany's 'no' to energy embargo may prove untenable

April 4, 2022

Robert Lind
Fixed Income

The role of fixed income

March 31, 2022

Flavio Carpenzano
Federal Reserve

As the Fed moves into action, bond portfolios need agility

March 31, 2022

Pramod Atluri
Market Volatility

Q&A: impact of the Russia-Ukraine conflict on emerging market debt

March 21, 2022
Market Volatility

Q&A on Russian debt

March 17, 2022

Robert Burgess
Market Volatility

Commodity prices drive differentiation within EMD

March 15, 2022

Kirstie Spence
Market Volatility

Russia-Ukraine conflict: The geopolitical and economic impact

March 10, 2022
Market Volatility

Impact of the rise in commodity prices on EM equities

March 7, 2022

Martyn Hole
Market Volatility

The Russia-Ukraine war could cast a meaningful economic shadow

March 3, 2022
Market Volatility

The West is united

March 3, 2022

John Emerson
Market Volatility

EU policymakers may look to mitigate economic shock

March 3, 2022

Robert Lind
Market Volatility

Impact of the Russia-Ukraine conflict on European banks

March 3, 2022

Matteo Merlo
Market Volatility

Biden and Europe walk energy tightrope

March 3, 2022

Talha Khan
Market Volatility

Energy price stabilization largely depends on sanctions

March 3, 2022

Przemek Nowak
Market Volatility

Invasion of Ukraine could mark turning point for cybersecurity

March 8, 2022

Julien Gaertner
Market Volatility

U.S. defense scenario analysis

March 8, 2022

Shane Fogarty
Equity

New Perspective strategy: navigating volatile markets

May 30, 2022
Emerging Markets

Gauging the impact of the Russia/Ukraine conflict on EM debt

February 28, 2022

Kirstie Spence
Fixed Income

Investing in fixed income during a hiking cycle

February 22, 2022

Keiyo Hanamura
Fixed Income

When one plus one equals more than two

February 22, 2022

Rob Neithart
Eurozone

The return of the European consumer

February 21, 2022

Robert Lind
Automotive

Electric vehicles: charging towards a sustainable world

February 9, 2022
Japan

Kishidanomics: Propelling Japan towards the digital future

January 28, 2022

Christophe P. Braun
Fixed Income

Fixed Income Perspectives January 2022

January 24, 2022
European Equity

Investing in growing opportunities in Europe

January 20, 2022
China

How demographic challenges are shaping the China investment

January 17, 2022

Andrew Lee
Fixed Income

Global corporate bonds 2022 outlook

January 17, 2022

Peter Becker
Central Banks

Q&A with Andrew Cormack

January 17, 2022

Andrew Cormack
Federal Reserve

What the Fed pivot could mean for US rates, inflation and economy

December 16, 2021
Emerging Markets

Emerging market debt outlook for 2022

December 9, 2021

Kirstie Spence
Fixed Income

Fixed Income Q&A: macro risks vs opportunities in EM

December 1, 2021
ESG

4 investment opportunities for a net-zero future

November 22, 2021
ESG

4 investment opportunities for a net-zero future

November 22, 2021
China

What I learned on a trip through China

November 15, 2021

Winnie Kwan
Fixed Income

EM inflation elevated, but relatively contained

November 12, 2021

Arjun Madan
Fixed Income

The role bonds play in a portfolio

November 8, 2021

Flavio Carpenzano
Europe

Europe: 6 reasons for higher inflation and faster growth

October 22, 2021

Robert Lind
Emerging Markets

Frontier markets post-pandemic

October 22, 2021

Holger Siebrecht
Fixed Income

Fixed Income Perspectives October 2021

October 22, 2021
United Kingdom

How can global higher-yielding fixed income help investors?

October 18, 2021

Nisha Thakrar
Equity

5 trends driving the future of biotech

October 14, 2021

Laura Nelson Carney
China

China's economy risks a sharp slowdown in growth

October 6, 2021

Stephen Green
Fixed Income

Closing the funding and income gap

October 6, 2021
Equity

Japan corporate governance: More reforms are on the way

September 28, 2021

Harry Gunji
ESG

Monitoring corporates against third-party ESG data providers

September 24, 2021
ESG

Can investors help bridge the US digital divide?

September 21, 2021
Europe

Europe: reasons for optimism...and caution

September 20, 2021

Martyn Hole
Equity

Above the cloud: investment opportunities across the value chain

September 17, 2021
Emerging Markets

10 trends reshaping the future of emerging markets

September 15, 2021

Valeria Vine
Energy

Green revolution re-energises utility stocks

September 5, 2021

Bobby Chada
Fed

Quick take on Jerome Powell’s Jackson Hole speech

August 31, 2021
Equity

Are emerging markets on the cusp of a dividend boom?

August 30, 2021

Valeria Vine
Fixed Income

5 themes to investing in global bond markets

August 23, 2021

Andrew Cormack
China

What does heightened China risk mean for investors?

August 9, 2021
Energy

Big oil faces big challenges on climate change

August 2, 2021
Fixed Income

Fixed Income Perspectives July 2021

July 23, 2021
Fixed Income

Weighing up the cost of ESG bonds

July 16, 2021
Active Management

2021 Midyear Outlook: Turning points on the road to recovery

June 25, 2021
Fixed Income

Role global corporate bonds play for euro-based investors

June 3, 2021

Peter Becker
Fixed Income

Global corporate bonds Q&A with Damir Bettini

May 21, 2021

Damir Bettini
Bonds

4 reasons why US debt may not spin out of control

May 18, 2021
Fixed Income

Fixed Income Perspectives April 2021

April 30, 2021
China

China: moving from world’s factory to high-tech innovator

April 30, 2021
Equity

Time to rethink value versus growth

April 30, 2021

Nisha Thakrar
Bonds

US high-yield bonds: 5 things to know today

April 21, 2021
Long Term Investing

The World in 2030: 10 predictions for long-term investors

April 20, 2021

Rob Lovelace
Global

COVID and beyond: navigating the markets

March 11, 2021
China

China: Policy and investment implications under Biden

March 9, 2021
Equity

Will India be the next high-growth emerging market?

February 24, 2021
Fixed Income

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

February 22, 2021

Luis Freitas de Oliveira
Fixed Income

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

February 11, 2021

Timothy Ng
Central Banks

What do the unprecedented monetary and fiscal measures mean for inflation?

February 2, 2021

Andrew Cormack
Europe

Europe’s global leaders offer some attractive opportunities

January 30, 2021

Martyn Hole
Fixed Income

Fixed Income Perspectives January 2021

January 28, 2021
Emerging Markets

5 reasons why EM equities could power ahead in 2021

January 26, 2021
Global

Reset or rebound? To what extent is the world changing?

January 25, 2021
Europe

Introducing the European Opportunities strategy

January 21, 2021

Michael Cohen
Finance & Banking

In the money: Financial exchanges hit the sweet spot

January 12, 2021
United States

What lies ahead for the US economy?

January 11, 2021

Darrell Spence
Equity

5 years old, but wiser than its years: Capital Group New Perspective Fund (LUX)

November 13, 2020
Equity

Are disruptors the next generation of defensive stocks?

November 11, 2020

Andy Budden
Emerging Markets

Emerging market debt in the new decade: an active approach

November 10, 2020

Jeremy J.W. Cunningham
United States

Post-US Election: what's next?

November 5, 2020

Michael Thawley
Multi-Asset

Introducing the Capital Group USD Portfolio series

November 4, 2020
Markets & Economy

Is the dollar’s stumble a sign of things to come?

November 4, 2020
Multi-Asset

Introducing the Capital Group EUR Portfolio series

November 3, 2020
China

China’s biopharma industry moves closer to inflection point

October 30, 2020

Laura Nelson-Carney
Japan

Japan has new leadership but it’s the same stock pickers’ market

October 27, 2020
ESG

ESG is integral to our long-term investing philosophy

October 22, 2020

Rob Lovelace
Politics

US elections: an insider’s view

October 22, 2020

Matt Miller
Japan

Will Abenomics continue in a post-Abe Japan?

September 23, 2020
Global Equities

The new era of reglobalisation

September 23, 2020

Steve Smith
Bonds

US corporate bonds: resilience through adversity

September 9, 2020

Peter Becker
Central Banks

Feds shift on Inflation unlikely to send it higher soon

August 28, 2020

Darrell Spence
Multi-Asset

Finding balance in a volatile world

August 19, 2020

Julie Dickinson
Bonds

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

August 13, 2020

James Blair
Long-Term Investing

Capital Group – Improving people’s lives through successful investing

July 30, 2020
Global Equities

The new economy: Discovering growth and innovation in a changing world

July 30, 2020

Andy Budden
Technology & Innovation

The big tech story: can the biggest get even bigger?

July 23, 2020

Philip Rae
Bonds

A consistent source of high income in today’s low-yielding world

July 10, 2020

Rob Neithart
Bonds

Global investment grade corporate bonds: a sector for all seasons

July 8, 2020

James Blair
Bonds

Thinking outside the dividend box: higher yielding fixed income

June 30, 2020
Emerging Markets

Emerging market debt: three months into the crisis

June 25, 2020

Kirstie Spence
US politics: the makings of a perfect storm

June 24, 2020

Matt Miller
Market Volatility

Mid-year outlook: Navigating volatility on the road to economic recovery

June 19, 2020
Japan

Japanese equities: What the future holds after the pandemic

June 17, 2020
Japan

‘Japanification’: A not-so-remote, or bleak, possibility

June 17, 2020

Anne Vandenabeele
Market Volatility

Mid-year Outlook: Long-term perspective on markets and economies

June 17, 2020
Retirement Planning

Rethinking drawdown income: Ideas for financial advisers in post COVID-19 planning with retirees

June 10, 2020

Philip May
Japan

Is the sun rising for Japanese equities?

June 9, 2020

Dickon Corrado
Bonds

The income conundrum: where to find sustainable income

June 1, 2020

David A. Daigle
Election

Election watch: an inside perspective on US politics

May 27, 2020

Matt Miller
Bonds

BBB bonds face their moment of truth

May 26, 2020
Technology & Innovation

The future of the technology sector: The analyst view

May 21, 2020

Johnny Chan
U.S. Equities

US Equities: a veteran's view with Grant Cambridge

May 20, 2020

Grant L. Cambridge
Emerging Markets

How will emerging market debt emerge from the crisis?

May 15, 2020

Kirstie Spence
Bonds

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

May 13, 2020

Mike Gitlin
Global Equities

Navigating a new landscape for dividends

May 7, 2020
Market Volatility

The future of the health care sector – the analyst view

May 7, 2020

Laura Nelson Carney
Bonds

USD IG corporate bonds: Is now the time to rethink your allocation?

May 6, 2020

Peter Becker
Emerging Markets

Digging deeper into emerging market debt

May 6, 2020

James Blair
Emerging Markets

Emerging market equities: Short-term pain, long-term gain?

May 6, 2020

Nick Grace
Japan

Japanese equities: A stock picker's market

May 5, 2020
Global Equities

Weathering the storm: investing in global champions

May 4, 2020
Retirement

Post-retirement investment solutions: A framework for scalable tailored advice

Pandemic, war and climate change sharpen focus on ESG

Latest Articles

United States

Is the US already in a recession?

August 5, 2022
Market Volatility

Braving bear markets: 5 lessons from seasoned investors

July 15, 2022
Fixed Income

A more constructive outlook for corporate bonds, but caution is still warranted

July 5, 2022
Outlook

Rob Lovelace on all-weather investing

June 30, 2022

Rob Lovelace
Outlook

Bond outlook: What to know as Fed fears hit markets

June 21, 2022
Outlook

Outlook for equities: Time to pursue all-weather investing

June 20, 2022
ESG

Pandemic, war and climate change sharpen focus on ESG

May 18, 2022

Jessica Ground
Aerospace

Air travel is taking off again

May 12, 2022
ESG

Introducing our approach to investment stewardship

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Global Equities

When volatility is rising, boring is beautiful

May 3, 2022
Interest Rates

Is the era of easy money coming to an end?

April 21, 2022
Dividends

Rotating into dividends in an inflationary world

April 20, 2022
ESG

Decarbonisation of the aviation industry

April 14, 2022

Cheryl Wilson
China

My investment lessons from 40 years in China

April 13, 2022

Steve Watson
China

How to think about investing in China today

April 7, 2022
ESG

Running dry: How water risk can threaten a company’s bottom line

March 30, 2022
Markets & Economy

Is the spike in commodity prices sustainable?

March 24, 2022
Market Volatility

Why we think the Fed is still behind the curve

March 17, 2022
Market Volatility

Russia-Ukraine conflict threatens global economy

February 25, 2022

Robert Lind
Market Volatility

How to handle market declines

February 11, 2022
Technology & Innovation

Storm cloud: Look past turbulence in US software stocks

February 7, 2022
China

How demographic challenges are shaping the China investment story

February 1, 2022

Andrew Lee
Japan

Kishidanomics: Propelling Japan towards the digital future

January 28, 2022

Christophe P. Braun
Election

Can US midterm elections move the market? 5 charts to watch

January 20, 2022
Global Equities

Rob Lovelace on the year ahead

January 13, 2022

Rob Lovelace
Currencies

The pros and cons of Bitcoin

January 4, 2022
Emerging Markets

5 reasons to be positive about the outlook for EMD

December 15, 2021

Kirstie Spence
United States

U.S. Outlook: Expect solid growth, stubborn inflation

December 3, 2021
ESG

Measuring the value of human capital

November 16, 2021
ESG

Measuring the value of human capital

November 12, 2021
Risk

Investors reveal their top ESG roadblocks

November 8, 2021

Jessica Ground
Technology & Innovation

3 ways the cloud can change our future

November 4, 2021

Andy Budden
Inflation

Pricing power can help companies fight inflation

October 28, 2021

Diana Wagner
Inflation

US Inflation: Transitory or troublesome?

October 15, 2021
Equity

Investing in a cloud-powered world

October 13, 2021
Monetary Policy

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

September 24, 2021
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 markets

September 15, 2021

Valeria Vine
Technology & Innovation

Beyond the FAANGs: Tech savvy companies in non-tech sectors

September 3, 2021
Technology & Innovation

5 predictions for the future of US media

August 26, 2021

Nathan Meyer
China

What does heightened China risk mean for investors?

August 19, 2021
Energy

Big oil faces big challenges on climate change

August 6, 2021
ESG

Are ESG bonds worth the ‘greenium’?

July 30, 2021
Dividends

Dividend growth: The special sauce of long-term investing

July 29, 2021

Joyce Gordon
Interest Rates

US debt ceiling deadline could disrupt money markets

July 19, 2021
Global Equities

5 investment lessons from the pandemic era

July 15, 2021

Steve Watson
Finance & Banking

The future of the financial sector: The analyst view

July 9, 2021
Technology & Innovation

Big Tech stocks: How to gauge regulatory risk

July 1, 2021

Tracy Li
Interest Rates

Market's view of transitory inflation may be premature

June 29, 2021
Emerging Markets

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

June 28, 2021

Kirstie Spence
Active Management

2021 Midyear Outlook Turning points on the road to recovery

June 24, 2021
Fed

Implications of the US Federal Reserve’s June 16 announcement

June 17, 2021
Currencies

4 things global financial cycles are telling us

June 16, 2021

Jens Sondergaard
United States

U.S. economy is set to boom, zoom and consume

June 11, 2021
Emerging Markets

Why emerging markets local currency debt in 4 charts

June 10, 2021
Fixed Income

The role global corporate bonds can play in Asian institutional investors’ portfolios

June 4, 2021

Keiyo Hanamura
Equity

Why active investing is the way to go for Japanese equities

May 28, 2021

Christophe P. Braun
Equity

Big Tech stocks: How to gauge regulatory risk

May 28, 2021

Tracy Li
Health Care

Medical miracle: Health care innovation saves the world

May 28, 2021
Energy

From fossil fuels to renewables

May 25, 2021
Fed

Quick-take on the US inflation outlook

May 17, 2021
Currencies

How to talk to clients about Bitcoin

May 14, 2021
ESG

ESG investing depends on deep analysis

May 10, 2021
U.S. Equities

A veteran PM’s view on the pandemic’s long term impact

April 30, 2021

Martin Romo
Global Equities

Semiconductors could be the new oil – here’s why

April 22, 2021
Global Equities

The aviation industry: Five reasons for resilience

April 9, 2021

Todd Saligman
Technology & Innovation

These 3 laws drive innovation and investment opportunity

April 6, 2021
ESG

Our ESG philosophy is built on a legacy of research

April 6, 2021

Rob Lovelace
Fixed Income

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

April 6, 2021
ESG

We engage with companies to seek better long-term outcomes

April 6, 2021

Matt Lanstone
Long-Term Investing

Taking a long-term view

April 1, 2021
Long-Term Investing

A distinctive approach to investing

April 1, 2021

Rob Lovelace
Market Volatility

Maintaining a long-term perspective in volatile markets

April 1, 2021
Bonds

Rising US rates: Untangling the Fed vs. market debate

March 29, 2021
Equity

Capturing Asia’s secular growth opportunities: Q&A with Christopher Thomsen

March 24, 2021

Chris Thomsen
Retirement

Solving for the retirement challenge In Asia

March 22, 2021

Philip May
Emerging Markets

Why invest in EM local currency debt?

March 19, 2021

Peter Becker
Equity

A look into the future of investing in Asia

March 19, 2021
Equity

The strengthening case for investing in Asia

March 16, 2021

Julie Dickson
Markets & Economy

The coming M&A wave: 5 key questions answered

March 11, 2021
Global Equities

Beyond Tesla: Electric cars shift into the fast lane

March 4, 2021
Emerging Markets

India could be poised for a promising future

February 26, 2021
Long-Term Investing

The world in 2030: Investing for the next decade

February 19, 2021
U.S. Equities

Has big tech become too big?

February 11, 2021
U.S. Equities

How pent-up demand could fuel U.S. market recovery

February 5, 2021
Equity

Capital Ideas Talks with Martyn Hole

February 3, 2021

Martyn Hole
Emerging Markets

Emerging markets debt outlook: What will 2021 bring?

February 1, 2021
Global Equities

Rob Lovelace on the year ahead

January 28, 2021

Rob Lovelace
Markets & Economy

Capital Ideas Talks: Talking macro with Robert Lind

January 27, 2021

Robert Lind
Election

Washington watch: Priorities emerge under new leadership

January 21, 2021
Japan

Japan outlook: new leadership but it’s the same stock pickers’ market

January 6, 2021

Akira Horiguchi
Global Equities

2021 Outlook: Turning points on the road to recovery

December 16, 2020
Technology & Innovation

Five technology trends to watch in a post-COVID world

November 19, 2020
Global Equities

'New defensive' investments in three charts

November 18, 2020
Global Equities

Which companies are faring well in the COVID era?

October 29, 2020

Jody Jonsson
Retail

The necessity of luxury: What makes this industry so resilient?

October 22, 2020
United States

Recovery watch: When will growth return?

October 15, 2020
Election

Election uncertainty looks uncreasingly certain

October 8, 2020
Health Care

Glimpses of 2030: Health care innovation accelerates

October 1, 2020
Politics

U.S. political change: Sweeping or incremental?

September 23, 2020

Jared Franz
Election

How elections move markets in 5 charts

September 17, 2020
Long-Term Investing

Lessons from 5 decades of investing

September 3, 2020

Claudia Huntington
Equity

Quality Growth: Resilient businesses in a low-rate world

August 26, 2020
Bonds

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

August 20, 2020
Long-Term Investing

10 investment themes for the next 10 years

August 13, 2020
Election

Election watch: What the U.S. race means for investors

July 29, 2020
China

China: 3 views on what’s next for its economy and stocks

July 22, 2020
Market Volatility

The Night Watch sheds daylight on market disruptions

July 16, 2020
U.S. Equities

Greetings from 2030: Growth investing for the next decade

July 10, 2020

Anne-Marie Peterson
Bonds

Mid-year Outlook: lower for longer...still

June 30, 2020
Japan

Mid-year Outlook: The silver lining in Japanese equities

June 25, 2020
Eurozone

Mid-year Outlook: Europe faces a challenging backdrop

June 18, 2020

Robert Lind
Market Volatility

Mid-year Outlook: From recession to recovery

June 14, 2020
Markets & Economy

The outlook for U.S. credit in a recessionary economy

May 21, 2020

Damien McCann
Technology & Innovation

5G: Hype or real investable opportunities?

May 19, 2020

Andy Budden
Market Volatility

Guide to market recoveries

May 13, 2020
Retirement Income

Refocus on retirement: 5 tips to help investors in the current environment

April 9, 2020

Philip May
Market Volatility

4 ways to stay calm when markets stumble

March 5, 2020
Fixed Income

Fixed Income Perspectives July 2021

July 23, 2021

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