CAPITAL IDEAS^SM

Fixed income

Fixed Income

How vulnerable is EM debt to volatility spillovers?

Kirstie Spence
Fixed Income

European market outlook: Clouds on the horizon

Elaine Lin
Federal Reserve

Quick take: Bank failures push Fed to proceed with caution
Market Volatility

Quick take: How SVB’s collapse changes the Fed’s calculus

Timothy Ng
Fixed Income

Navigating different market conditions requires a flexible approach
Markets & Economy

10 investment themes for 2023
Fixed Income

China reopening should benefit parts of EM Asia
Fixed Income

Investment grade outlook - security selection may be key to managing uncertainty

Damir Bettini
Multi-Asset

Are 60-40 portfolios set for a comeback?

Julie Dickson
ESG

Five perspectives on ESG in bond investing
Fixed Income

A multi-sector approach for reliable income
Bonds

A framework for navigating uncertainty
Bonds

EMs with stronger fundamentals should see inflows

Peter Becker
Fixed Income

Fixed Income Perspectives January 2023
Fixed Income

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

Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop
Fixed Income

European interest rates: Increased dispersion presents opportunities
Markets & Economy

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

Securitised credit: A useful diversifier in bond portfolios

Xavier Goss
Fixed Income

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

Quick take: Seven questions around recession in Europe

Robert Lind
Fixed Income

Asian fixed income: Careful navigation required
Fixed Income

The pursuit of consistent income streams

Damien McCann
Fixed Income

Navigating dark clouds across emerging markets debt
Fixed Income

Unearthing opportunities in Asian credit markets
Fixed Income

Fixed Income Perspectives October 2022
Fixed Income

Attractive opportunities remain across 4 key credit markets
Market Volatility

When short term pain can bring long term gains

Flavio Carpenzano
Fixed Income

5 reasons to invest in US high yield
Fixed Income

Four roles your bond portfolio should play

Flavio Carpenzano
Fixed Income

Fixed income at Capital Group targets predictable outcomes

Mike Gitlin
Fixed Income

The case for investment grade corporate bonds
Fixed Income

Fixed Income Perspectives July 2022
Active Management

2022 Midyear Outlook report

Rob Lovelace
Fixed Income

Credit investing amid heightened market volatility

Peter Becker
Emerging Markets

Emerging markets and rising US interest rates
Fixed Income

Fixed Income Perspectives
Fixed Income

Investing in fixed income in a rate hiking cycle

Keiyo Hanamura
Market Volatility

Q&A: Investing amid geopolitical uncertainty
Market Volatility

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

Q&A on Russian debt

Robert Burgess
Market Volatility

Commodity prices drive differentiation within EMD

Kirstie Spence
Fixed Income

Fixed Income Perspectives January 2022
Central Banks

Q&A with Andrew Cormack

Andrew Cormack
Fixed Income

6 reasons to invest in the Global Corporate strategy
Emerging Markets

Emerging market debt outlook for 2022

Kirstie Spence
Fixed Income

The role bonds play in a portfolio

Flavio Carpenzano
Emerging Markets

Frontier markets post-pandemic

Holger Siebrecht
Fixed Income

Fixed Income Perspectives October 2021
Emerging Markets

10 trends reshaping the future of emerging markets

Valeria Vine
Interest Rates

US debt ceiling deadline could disrupt money markets
Emerging Markets

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

Kirstie Spence
Fixed Income

Role global corporate bonds play for euro-based investors

Peter Becker
Bonds

4 reasons why US debt may not spin out of control
Fixed Income

Fixed Income Perspectives April 2021
Bonds

US high-yield bonds: 5 things to know today
Fixed Income

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

Why invest in EM local currency debt?

Peter Becker
Global

COVID and beyond: navigating the markets
Global Equities

2021 Outlook: Turning points on the road to recovery
Active Management

Emerging market debt outlook for 2021

Kirstie Spence