CAPITAL IDEAS^TM

Fixed income

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Five factors to watch in multi-sector credit
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Don’t be fooled by the headlines, credit still looks good
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Why global fixed income strategies are important in today’s market environment

Jeremy J.W. Cunningham
エマージング市場

2025 Outlook for Latin America: subdued growth expected but several positives remain

tryggvi-gudmundsson
米国株式

Three views on where to invest under Trump 2.0
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Five core bond portfolio themes for 2025

Pramod Atluri
World Markets Review

World markets review —Fourth quarter 2024
長期投資

2025 and beyond: Key industry and market trends
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Duration’s comeback: A better friend for income and credit

Manusha Samaraweera
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Fixed income outlook: resilient US provides an anchor
長期投資

2025 Outlook: We have seen this movie before
エマージング市場

Emerging market debt outlook for 2025: Ready for Trump 2.0?

Robert Burgess
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Global investment grade thoughts from Damir Bettini
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Quick take: Impact of US election results on emerging markets

Kirstie Spence
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Ahead of the Curve: What US resilience means for bond investors
金利

Where to invest as interest rates decline
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Fixed Income Perspectives Q4 2024
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Impact of US elections on emerging market currencies

Jens Sondergaard
金利

The Fed just cut interest rates. Now what?
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Fixed income markets: When the stars align
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Why we believe it’s time to exit cash and move back into bonds

Haran Karunakaran
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Thinking beyond the landing
市場の変動

Five views on tumbling markets
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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
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Frontier markets: select opportunities in local bonds

Robert Burgess
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The art of carry: How the strategic use of yield can help maximise fixed income results
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Why credit markets can keep running strong

Damien McCann
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Unleashing the potential: Navigating local currency EMD with active management
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Investment grade credit – focus on the idiosyncratic
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Ahead of the curve: Resilience amid divergence
ESG

Materiality is the foundation of our ESG approach

Seema Suchak
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Looking for reliable income? Consider a multi-sector approach
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Fundamental research edge: Bottom-up opportunities in IG credit
World Markets Review

Global stocks stage broad-based rally: Q1 roundup
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Investment Grade credit – Despite tight spreads, opportunities remain
FRB

Quantitative tightening: Where does it go from here?

Tom Hollenberg
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Key role for high yield in income-seeking portfolios
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High yield - an evolving opportunity
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Hard and local currency bonds provide different routes to returns

Jeremy J.W. Cunningham
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Investment Grade Credit – taking stock
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Can the banks deliver for investors in 2024?
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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
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Charting the road ahead for fixed income
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EMD outlook 2024: Navigating a bifurcated universe

Robert Burgess
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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
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How to think about bonds in this new world
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Whatever happened to the recession - and does it matter for bonds?
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Fixed Income Perspectives Q4 2023
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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
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How global corporate bonds can improve outcomes for UK investors
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Quick take: India bond index inclusion

Kirstie Spence
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Can investment-grade credit provide resilience amid uncertainty
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Go global for higher income

Edward Harrold
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Local currency EMD – Why it might be time to reconsider an active allocation
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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
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Fixed Income Perspectives Q3 2023 outlook
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Global Corporates: Increased dispersion in credit spreads brings opportunities for active managers
World Markets Review

World markets review —Second quarter 2023
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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?
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Quick take: Presidential elections in Turkey

Robert Burgess
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EMD quarterly review Q1 2023
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A multi-sector approach for reliable income
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Global Corporates: Increased dispersion in credit spreads brings opportunities for active managers
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Fixed Income Perspectives April 2023
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Emerging markets debt: Starting yields lift return potential
グローバル債券

Debt ceiling showdown: Should investors worry?
World Markets Review

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

Financial cycles peaking: expect distress ahead?

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

Keiyo Hanamura
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Is the long-term case for emerging market debt still intact?
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How vulnerable is EM debt to volatility spillovers?

Kirstie Spence
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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
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China reopening should benefit parts of EM Asia
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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
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Why diversify your bond portfolio?
グローバル債券

EMs with stronger fundamentals should see inflows

Peter Becker
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Fixed Income Perspectives January 2023
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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
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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
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Securitised credit: A useful diversifier in bond portfolios

Xavier Goss
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EMD outlook for 2023: local currency yields offer protection in volatile conditions
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2023 Outlook: Emerging market local currency yields offer protection in volatile conditions
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Asian fixed income: Careful navigation required
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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
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Navigating dark clouds across emerging markets debt
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Unearthing opportunities in Asian credit markets
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Fixed Income Perspectives October 2022
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U.S. midterm elections: Will the House flip?

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

When short term pain can bring long term gains

Flavio Carpenzano
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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?
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Four roles your bond portfolio should play

Flavio Carpenzano
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The case for investment grade corporate bonds
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Fixed Income Perspectives
アクティブ運用

2022 Midyear Outlook report

Rob Lovelace
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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
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Fixed Income Perspectives January 2022
中央銀行

Q&A with Andrew Cormack

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

Luis Freitas de Oliveira