CAPITAL IDEAS^TM

Fixed income

Fixed Income

Why global fixed income strategies are important in today’s market environment

Jeremy J.W. Cunningham

Emerging Markets

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

tryggvi-gudmundsson

U.S. Equities

Three views on where to invest under Trump 2.0

Fixed Income

Five core bond portfolio themes for 2025

Pramod Atluri

World Markets Review

World markets review —Fourth quarter 2024

Long-Term Investing

2025 and beyond: Key industry and market trends

Fixed Income

Duration’s comeback: A better friend for income and credit

Manusha Samaraweera

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

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

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

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Fixed income

INSIGHTS

CAPITAL IDEAS

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INVESTMENT THEMES​

EVENTS

ABOUT US

OUR COMPANY

MORE ABOUT US

STRATEGIES BY REGION

Australia and New Zealand

Switzerland

Fixed income

CAPITAL LEARNING

INVESTMENT THEMES