CAPITAL IDEAS^TM

Fixed income

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
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
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
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

An active approach to credit versus buy and maintain (B&M)
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

Global investment grade corporate bonds: a sector for all seasons
Fixed Income

Can investment-grade credit provide resilience amid uncertainty
Fixed Income

Go global for higher income

Edward Harrold
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?
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
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
Market Volatility

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

Timothy Ng
Markets & Economy

10 investment themes for 2023
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
Fixed Income

Why diversify your bond portfolio?
Fixed Income

Fixed Income Perspectives January 2023
Fixed Income

Fixed income at Capital Group targets predictable outcomes

Mike Gitlin
World Markets Review

World markets review - Fourth quarter 2022
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
Interest Rates

Is the era of easy money coming to an end?
Market Volatility

Commodity prices drive differentiation within EMD

Kirstie Spence
Fixed Income

Fixed Income Perspectives January 2022