CAPITAL IDEAS^TM

Fixed income

このページでは英語のレポートをご紹介しています。

債券

Fixed Income Perspectives Q3 2024
Macro Brief

Will the US fiscal deficit lead to a dollar decline?

Jens Sondergaard
World Markets Review

Stocks rally on AI enthusiasm: Q2 roundup
債券

Frontier markets: select opportunities in local bonds

Robert Burgess
債券

The art of carry: How the strategic use of yield can help maximise fixed income results
長期投資

Midyear Outlook 2024: the new reality of investing
債券

Why credit markets can keep running strong

Damien McCann
債券

Unleashing the potential: Navigating local currency EMD with active management
債券

Investment grade credit – focus on the idiosyncratic
債券

Ahead of the curve: Resilience amid divergence
債券

Looking for reliable income? Consider a multi-sector approach
債券

Fundamental research edge: Bottom-up opportunities in IG credit
World Markets Review

Global stocks stage broad-based rally: Q1 roundup
債券

Investment Grade credit – Despite tight spreads, opportunities remain
FRB

Quantitative tightening: Where does it go from here?

Tom Hollenberg
債券

Key role for high yield in income-seeking portfolios
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High yield - an evolving opportunity
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Why we believe it’s time to exit cash and move back into bonds

Haran Karunakaran
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Hard and local currency bonds provide different routes to returns

Jeremy J.W. Cunningham
債券

Investment Grade Credit – taking stock
債券

Can the banks deliver for investors in 2024?
債券

Now may be the time for core bonds: Five themes for 2024

Pramod Atluri
World Markets Review

Markets rally on rate cut expectations: Q4 roundup
債券

Charting the road ahead for fixed income
債券

EMD outlook 2024: Navigating a bifurcated universe

Robert Burgess
Outlook

Outlook 2024: Prepare for changes in the investing climate
債券

Three reasons why we prefer investment grade credit to US Treasuries

Flavio Carpenzano
FRB

Quick Take: Bond yields likely to remain higher for longer as Fed stands firm
債券

How to think about bonds in this new world
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Whatever happened to the recession - and does it matter for bonds?
債券

Fixed Income Perspectives Q4 2023
債券

Attractive opportunity to add duration in non-USD rates
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Planning for long term success in emerging market debt

Kirstie Spence
World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup
債券

How global corporate bonds can improve outcomes for UK investors
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Can investment-grade credit provide resilience amid uncertainty
債券

Go global for higher income

Edward Harrold
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Local currency EMD – Why it might be time to reconsider an active allocation
債券

Is now the time to exit cash and move back into bonds?

Haran Karunakaran
FRB

Quick take: Fed strikes measured tone as hiking cycle resumes
債券

Fixed Income Perspectives Q3 2023 outlook
債券

Global Corporates: Increased dispersion in credit spreads brings opportunities for active managers
World Markets Review

World markets review —Second quarter 2023
債券

EM rate cuts on the horizon as inflation trends down

Peter Becker
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Research, collaboration and consistency: Capital Group’s fixed income philosophy
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Navigating Uncertainty 2.0 - Are bonds in the sweet spot?
金融・銀行

Commercial real estate: The next shoe to drop for the banking sector?
債券

Quick take: Presidential elections in Turkey

Robert Burgess
債券

EMD quarterly review Q1 2023
債券

A multi-sector approach for reliable income
債券

Global Corporates: Increased dispersion in credit spreads brings opportunities for active managers
債券

Fixed Income Perspectives April 2023
債券

Emerging markets debt: Starting yields lift return potential
グローバル債券

Debt ceiling showdown: Should investors worry?
ESG

Materiality is the foundation of our ESG approach

Seema Suchak
World Markets Review

Markets rally despite bank scare: Q1 roundup
市場の変動

Financial cycles peaking: expect distress ahead?

Jens Sondergaard
債券

What the ‘next normal’ means for fixed income: reimagining core bonds

Keiyo Hanamura
債券

Is the long-term case for emerging market debt still intact?
債券

How vulnerable is EM debt to volatility spillovers?

Kirstie Spence
債券

European market outlook: Clouds on the horizon

Elaine Lin
FRB

Quick take: Bank failures push Fed to proceed with caution
市場の変動

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

Timothy Ng
経済・市場

10 investment themes for 2023
債券

China reopening should benefit parts of EM Asia
債券

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

Damir Bettini
マルチアセット

Are 60-40 portfolios set for a comeback?

Julie Dickson
ESG

Five perspectives on ESG in bond investing
グローバル債券

A framework for navigating uncertainty
経済・市場

Quick take: Seven questions around recession in Europe

Robert Lind
債券

Why diversify your bond portfolio?
グローバル債券

EMs with stronger fundamentals should see inflows

Peter Becker
債券

Fixed Income Perspectives January 2023
債券

Macro insights: Outlook for bonds brighter even as growth concerns linger
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European interest rates: Increased dispersion presents opportunities
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Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop
債券

Fixed income at Capital Group targets predictable outcomes

Mike Gitlin
World Markets Review

World markets review - Fourth quarter 2022
経済・市場

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

Securitised credit: A useful diversifier in bond portfolios

Xavier Goss
債券

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

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

Asian fixed income: Careful navigation required
債券

The pursuit of consistent income streams

Damien McCann
FRB

The Fed’s big question: how high is high enough?
経済・市場

New reality for investors: 5 big trends changing markets

Jody Jonsson
債券

Navigating dark clouds across emerging markets debt
債券

Unearthing opportunities in Asian credit markets
債券

Fixed Income Perspectives October 2022
債券

U.S. midterm elections: Will the House flip?

Matt Miller
債券

Attractive opportunities remain across 4 key credit markets
市場の変動

When short term pain can bring long term gains

Flavio Carpenzano
債券

5 reasons to invest in US high yield
インフレーション

Is high inflation the ultimate pandemic distortion?
市場の変動

When will the bear market end?
債券

Four roles your bond portfolio should play

Flavio Carpenzano
債券

The case for investment grade corporate bonds
債券

Fixed Income Perspectives
アクティブ運用

2022 Midyear Outlook report

Rob Lovelace
債券

Credit investing amid heightened market volatility

Peter Becker
Outlook

Bond outlook: What to know as Fed fears hit markets
エマージング市場

Emerging markets and rising US interest rates
金利

Is the era of easy money coming to an end?
市場の変動

Q&A: Investing amid geopolitical uncertainty
市場の変動

Q&A: impact of the Russia-Ukraine conflict on emerging market debt
市場の変動

Q&A on Russian debt

Robert Burgess
市場の変動

Commodity prices drive differentiation within EMD

Kirstie Spence
債券

Fixed Income Perspectives January 2022
中央銀行

Q&A with Andrew Cormack

Andrew Cormack
債券

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

Luis Freitas de Oliveira

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Fixed income

このページでは英語のレポートをご紹介しています。