CAPITAL IDEAS^TM

Fixed income

Fixed Income

Fixed income outlook: resilient US provides an anchor
Long-Term Investing

2025 Outlook: We have seen this movie before
Emerging Markets

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

Robert Burgess
Fixed Income

Global investment grade thoughts from Damir Bettini
Fixed Income

Quick take: Impact of US election results on emerging markets

Kirstie Spence
Fixed Income

Ahead of the Curve: What US resilience means for bond investors
Interest Rates

Where to invest as interest rates decline
Fixed Income

Fixed Income Perspectives Q4 2024
Fixed Income

Impact of US elections on emerging market currencies

Jens Sondergaard
Interest Rates

The Fed just cut interest rates. Now what?
Fixed Income

When the stars align: Opportunities in global investment grade corporate bonds
Fixed Income

Why we believe it’s time to exit cash and move back into bonds

Haran Karunakaran
Fixed Income

Thinking beyond the landing
Market Volatility

Five views on tumbling markets
Fixed Income

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
Fixed Income

Frontier markets: select opportunities in local bonds

Robert Burgess
Fixed Income

The art of carry: How the strategic use of yield can help maximise fixed income results
Long-Term Investing

Midyear Outlook 2024: the new reality of investing
Fixed Income

Why credit markets can keep running strong

Damien McCann
Fixed Income

Unleashing the potential: Navigating local currency EMD with active management
Fixed Income

Capturing opportunities in emerging markets with local currency bonds
Fixed Income

Investment grade credit – focus on the idiosyncratic
Fixed Income

Ahead of the curve: Resilience amid divergence
ESG

Materiality is the foundation of our ESG approach

Seema Suchak
Fixed Income

Fixed Income Perspectives Q2 2024
Fixed Income

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

Global stocks stage broad-based rally: Q1 roundup
Fixed Income

Investment Grade credit – Despite tight spreads, opportunities remain
Federal Reserve

Quantitative tightening: Where does it go from here?

Tom Hollenberg
Fixed Income

Key role for high yield in income-seeking portfolios
Fixed Income

High yield - an evolving opportunity
Fixed Income

Hard and local currency bonds provide different routes to returns

Jeremy J.W. Cunningham
Fixed Income

Investment Grade Credit – taking stock
Fixed Income

Can the banks deliver for investors in 2024?
Fixed Income

Fixed Income Perspectives Q1 2024
Fixed Income

Focus on finding idiosyncratic opportunities at the company and sector level
Fixed Income

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
Fixed Income

EMD outlook 2024: Navigating a bifurcated universe

Robert Burgess
Outlook

Outlook 2024: Prepare for changes in the investing climate
Fixed Income

Three reasons why we prefer investment grade credit to US Treasuries

Flavio Carpenzano
Federal Reserve

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

How to think about bonds in this new world
Fixed Income

Whatever happened to the recession - and does it matter for bonds?
Fixed Income

Not all high yield is created equal

Flavio Carpenzano
Fixed Income

Fixed Income Perspectives Q4 2023
Fixed Income

Attractive opportunity to add duration in non-USD rates
Fixed Income

Planning for long term success in emerging market debt

Kirstie Spence
World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup
Fixed Income

How global corporate bonds can improve outcomes for UK investors
Fixed Income

Quick take: India bond index inclusion

Kirstie Spence
Fixed Income

Can investment-grade credit provide resilience amid uncertainty
Fixed Income

Go global for higher income

Edward Harrold
Fixed Income

Local currency EMD – Why it might be time to reconsider an active allocation
Fixed Income

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

Haran Karunakaran
Federal Reserve

Quick take: Fed strikes measured tone as hiking cycle resumes
Fixed Income

Fixed Income Perspectives Q3 2023 outlook
Fixed Income

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

World markets review —Second quarter 2023
Fixed Income

EM rate cuts on the horizon as inflation trends down

Peter Becker
Fixed Income

Research, collaboration and consistency: Capital Group’s fixed income philosophy
outlook

2023 Midyear Outlook report
Fixed Income

Navigating Uncertainty 2.0 - Are bonds in the sweet spot?
Fixed Income

Focus on investment grade fixed income fundamentals
Finance & Banking

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

Quick take: Presidential elections in Turkey

Robert Burgess
Fixed Income

EMD quarterly review Q1 2023
Fixed Income

A multi-sector approach for reliable income
Fixed Income

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

Fixed Income Perspectives April 2023
Fixed Income

Emerging markets debt: Starting yields lift return potential
Bonds

Debt ceiling showdown: Should investors worry?
World Markets Review

Markets rally despite bank scare: Q1 roundup
Market Volatility

Financial cycles peaking: expect distress ahead?

Jens Sondergaard
Fixed Income

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

Keiyo Hanamura
Fixed Income

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

A framework for navigating uncertainty
Markets & Economy

Quick take: Seven questions around recession in Europe

Robert Lind
Fixed Income

Why diversify your bond portfolio?
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

European interest rates: Increased dispersion presents opportunities
Fixed Income

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

Fixed income at Capital Group targets predictable outcomes

Mike Gitlin
World Markets Review

World markets review - Fourth quarter 2022
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
Fixed Income

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

Asian fixed income: Careful navigation required
Fixed Income

The pursuit of consistent income streams

Damien McCann
Fed

The Fed’s big question: how high is high enough?
Markets & Economy

New reality for investors: 5 big trends changing markets

Jody Jonsson
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

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

Matt Miller
Market Volatility

When short term pain can bring long term gains

Flavio Carpenzano
Fixed Income

5 reasons to invest in US high yield
Inflation

Is high inflation the ultimate pandemic distortion?
Market Volatility

When will the bear market end?
Fixed Income

Four roles your bond portfolio should play

Flavio Carpenzano
Fixed Income

The case for investment grade corporate bonds
Fixed Income

Fixed Income Perspectives
Active Management

2022 Midyear Outlook report

Rob Lovelace
Fixed Income

Credit investing amid heightened market volatility

Peter Becker
Outlook

Bond outlook: What to know as Fed fears hit markets
Emerging Markets

Emerging markets and rising US interest rates
Fixed Income

Fixed Income Perspectives
Interest Rates

Is the era of easy money coming to an end?
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

Fixed Income Perspectives October 2021
Emerging Markets

10 trends reshaping the future of emerging markets

Valeria Vine
Fixed Income

Fixed Income Perspectives July 2021
Market Volatility

Mid-year outlook: Navigating volatility on the road to economic recovery