Fixed Income Perspectives

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

SEE OUR FIXED INCOME PERSPECTIVES

Investment Insights

Bonds

EMs with stronger fundamentals should see inflows

January 25, 2023

Peter Becker

Investment Insights
Fixed Income

Fixed Income Perspectives January 2023

January 24, 2023
Fixed Income

Macro insights: Outlook for bonds brighter even as growth concerns linger

January 23, 2023
Fixed Income

Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop

January 23, 2023
Fixed Income

European interest rates: Increased dispersion presents opportunities

January 23, 2023
Japan

Japan: forging economic resilience amid global headwinds

January 5, 2023

Anne Vandenabeele
Central Banks

The economy in 2023: Where we differ from market consensus

January 3, 2023
Fixed Income

Securitised credit: A useful diversifier in bond portfolios

December 7, 2022

Xavier Goss
Technology & Innovation

5 things to know about the future of semiconductors

December 1, 2022

Shailesh Jaitly
Health Care

Investing in the fight against a worsening obesity epidemic

November 23, 2022
Fixed Income

EMD outlook for 2023: local currency yields offer protection in volatile conditions

December 1, 2022
Fixed Income

Asian fixed income: Careful navigation required

November 16, 2022
Dividends

Dividends: Building resilience in a new market reality

November 10, 2022
Fixed Income

The pursuit of consistent income streams

November 10, 2022

Damien McCann
Election

Brazil presidential election outcome

November 8, 2022

Thomas Kontchou
China

Five outcomes from 20th Chinese Communist Party Congress

November 8, 2022

Kent Chan
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 banks

October 31, 2022
ESG

Clean hydrogen: Opportunities beyond the hype

October 28, 2022
Fixed Income

Navigating dark clouds across emerging markets debt

October 27, 2022
Fixed Income

Unearthing opportunities in Asian credit markets

October 27, 2022
Fixed Income

Fixed Income Perspectives October 2022

October 25, 2022
Market Volatility

Quick take: Britannia unhinged

October 25, 2022

Robert Lind
Emerging markets debt: Volatility calls for patient investors

October 20, 2022
European interest rates: ECB projections suggest eurozone is weathering energy shock

October 20, 2022
Macro insights: Yields attractive, though headwinds to growth loom

October 20, 2022
Fixed Income

Attractive opportunities remain across 4 key credit markets

October 17, 2022
Market Volatility

When short term pain can bring long term gains

October 6, 2022

Flavio Carpenzano
Dividends

Dividends: a strategy for all seasons

October 5, 2022

Nisha Thakrar
Fixed Income

5 reasons to invest in US high yield

September 30, 2022
Currencies

Global outlook: all eyes on where US inflation lands

September 30, 2022

Jens Sondergaard
Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism

September 30, 2022
Fixed Income

Four roles your bond portfolio should play

September 23, 2022

Flavio Carpenzano
Equity

Why research is critical when it comes to China investing

September 16, 2022

Andrew Lee
Fixed Income

Fixed income at Capital Group targets predictable outcomes

January 18, 2023

Mike Gitlin
Fixed Income

The case for investment grade corporate bonds

September 14, 2022
Japan

Uniquely Japan: Navigating Asia's largest advanced economy

September 1, 2022
Politics

Will the war in Ukraine outlast European unity?

August 24, 2022

Talha Khan
Multi-Asset

Multi-asset investing in times of volatility

August 18, 2022

Julie Dickinson
Currencies

How long might the dollar rally last?

August 11, 2022

Jens Sondergaard
Equity

Equity investing in an inflationary environment

August 11, 2022

Christophe P. Braun
ESG

Monitoring corporates against third-party ESG data providers

August 3, 2022
Equity

A growth and income approach to investing in Europe

July 27, 2022
Fixed Income

Fixed Income Perspectives July 2022

July 27, 2022
Fixed Income

Income as the anchor of a portfolio amid volatility

July 21, 2022

Flavio Carpenzano
Active Management

2022 Midyear Outlook report

July 21, 2022

Rob Lovelace
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
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
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

Pandemic, war and climate change sharpen focus on ESG

Latest Articles

Global Equities

Four trends could power an industrial renaissance

January 20, 2023
World Markets Review

World markets review - Fourth quarter 2022

January 13, 2023
Bonds

Bond market outlook: Prospects brighten as Fed slows hikes

December 16, 2022
Markets & Economy

Quick take: Five insights on Fed policy after the latest rate hike

December 15, 2022
U.S. Equities

U.S. markets outlook for 2023

December 12, 2022
Europe

2023 Outlook: European energy demand picture could spell milder recession

December 7, 2022

Robert Lind
Fixed Income

2023 Outlook: Emerging market local currency yields offer protection in volatile conditions

November 30, 2022
Politics

Quick take: Austerity deferred in the UK

November 21, 2022

Robert Lind
Markets & Economy

Quick take: Seven questions around recession in Europe

Robert Lind
Market Volatility

“Courage! We have been here before”

November 17, 2022
Long-Term Investing

Taking a long-term view

November 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 markets

November 3, 2022

Jody Jonsson
ESG

Investors look for more innovation in ESG solutions

November 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

Matt Miller
Equity

World markets review - Third quarter 2022

October 11, 2022
Market Volatility

Braving bear markets: 5 lessons from seasoned investors

September 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 watch

September 15, 2022
Market Volatility

Recession watch: lessons from history and key economic indicators

September 13, 2022
Bonds

Rising yields put bond markets back on a road to normal

September 6, 2022

Mike Gitlin
Health Care

4 reasons health care could lead the next bull market

August 18, 2022
United States

Is the US already in a recession?

August 5, 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

May 6, 2022
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
Technology & Innovation

The future of media: Game on!

February 17, 2022
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
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
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
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
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
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
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
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

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