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FIXED INCOME

Fixed Income Perspectives Q4 2024

October 17, 2024

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

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

The statements expressed represent perspectives from Capital Fixed Income Investors, as at 30 September 2024. The views of individual portfolio managers and analysts may differ. © 2024 Capital Group. All rights reserved. Data as at 30 September 2024, and attributed to Capital Group / Bloomberg Index Services Ltd, unless otherwise stated.

A proactive Fed steps in to support growth

 

  • Even as US economic activity slows, the US is likely to remain more resilient than other developed economies.
  • The US Federal Reserve (Fed) cut its policy rate, citing more balanced risks between moderating inflation and softness in the labour market. Other central banks globally have also cut rates as inflation moderates.
  • We expect global growth to remain broadly positive, albeit at a slower pace. In our view,the US is likely to account for a significant portion of this growth.
  • Our highest conviction ideas include positioning for a steepening of the yield curve and apreference for diversified sources of income from multiple credit sectors.

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Past results are not predictive of results in future periods. It is not possible to invest directly in an index, which is unmanaged. The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment. This information is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities.
 
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. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.
 
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