Fixed Income Market Perspectives

Latest insights on fixed income markets

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
Fixed Income

Emerging markets bonds post broad gains
Fixed Income

Unwinding of yen-carry trade presents risks
Fixed Income

Policymakers to ease to support economic growth and employment
Fixed Income

Fixed Income Perspectives Q4 2024
Fixed Income

Impact of US elections on emerging market currencies

Jens Sondergaard
Fixed Income

Fixed income markets: When the stars align
Fixed Income

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

Haran Karunakaran
Fixed Income

Thinking beyond the landing
Fixed Income

Finding idiosyncratic opportunities in investment grade corporates
Fixed Income

Trend for easier monetary policy should be tailwind for duration-related assets
Fixed Income

Mixed results in emerging market debt with central banks less accommodative
Fixed Income

Fixed Income Perspectives Q3 2024
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
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
Fixed Income

Fixed Income Perspectives Q2 2024
Fixed Income

Mixed results amid healthy fundamentals
Fixed Income

Compelling opportunity to add high-quality global rates exposure
Fixed Income

Valuations are expensive, but may have staying power
Fixed Income

Looking for reliable income? Consider a multi-sector approach
Fixed Income

Fundamental research edge: Bottom-up opportunities in IG credit
Fixed Income

Investment Grade credit – Despite tight spreads, opportunities remain
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

A dovish Fed could unlock opportunity, some caution warranted
Fixed Income

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

Compelling opportunity to add high-quality global rates exposure
Fixed Income

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

Pramod Atluri
Fixed Income

Charting the road ahead for fixed income
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

Focus on finding idiosyncratic company and sector opportunities
Fixed Income

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

Yields remain attractive as some EMs pivot on policy
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
Fed

As the Fed pauses, what’s next for inflation and rates?
Fixed Income

Can investment-grade credit provide resilience amid uncertainty
Emerging Markets

Supportive backdrop for EM currencies remains despite waning carry trade.

Jens Sondergaard
Asset Allocation

As rate hikes near end, historic investor opportunity may begin

Mike Gitlin
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

Unlock income opportunities across key credit sectors
Fixed Income

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

Haran Karunakaran
Bonds

Four lessons from 50 years of bond investing
Fixed Income

Kirstie Spence: three exciting things about EMD

Kirstie Spence
Fixed Income

Fixed Income Perspectives Q3 2023 outlook
Fixed Income

Emerging markets debt: Stable macro backdrop fuels emerging markets
Fixed Income

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

Macro insights: Resilient growth buoys markets, but risks elevated
World Markets Review

World markets review —Second quarter 2023
Fixed Income

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

2023 Midyear Outlook report
Fixed Income

Bond outlook: Fed pause leaves many paths to income potential
Fixed Income

Opportunities in US high-yield credit

Shannon Ward
Central Banks

Quick take: Fed signals more rate hikes to come after hitting pause
Economic Indicators

Economic outlook: Mild recession, strong recovery
Bonds

What will you do with extra cash as the Fed changes course?
Fixed Income

Outlook for credit sectors

Damien McCann
Fixed Income

EMD quarterly review Q1 2023
Fixed Income

A multi-sector approach for reliable income
Market Volatility

Macro insights: Recession risk heightened as hints of economic slowing emerge
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?
Bonds

Will the US dollar continue to weaken?
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
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
ESG

Five perspectives on ESG in bond investing
Bonds

A framework for navigating uncertainty
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
Bonds

Bond market outlook: Prospects brighten as Fed slows hikes
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
Fixed Income

Attractive opportunities remain across 4 key credit markets
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
Fixed Income

Income as the anchor of a portfolio amid volatility

Flavio Carpenzano
Fixed Income

Where are the risks and opportunities in high yield and EMD?

Rob Neithart
Fixed Income

A more constructive outlook for corporate bonds, but caution is still warranted
Emerging Markets

Emerging market debt: an active approach

Jeremy J.W. Cunningham
Bonds

Why should you consider owning bonds now?
Fixed Income

Credit investing amid heightened market volatility

Peter Becker
Outlook

Bond outlook: What to know as Fed fears hit markets
Fixed Income

Look to credit opportunities amid bond market rout
Emerging Markets

Emerging markets and rising US interest rates
Fixed Income

Navigating the foggy road to normal

Mike Gitlin
Market Volatility

Relative value in EM local markets

Kirstie Spence
Emerging Markets

Does the EM debt repricing present a good entry point?

Harry Phinney
Fixed Income

Fixed Income Perspectives
Interest Rates

Is the era of easy money coming to an end?
Fixed Income

The role of fixed income

Flavio Carpenzano
Federal Reserve

As the Fed moves into action, bond portfolios need agility

Pramod Atluri
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

Why we think the Fed is still behind the curve
Market Volatility

Commodity prices drive differentiation within EMD

Kirstie Spence
Emerging Markets

Gauging the impact of the Russia/Ukraine conflict on EM debt

Kirstie Spence
Fixed Income

When one plus one equals more than two

Rob Neithart
Fixed Income

Fixed Income Perspectives January 2022
Fixed Income

Fixed Income Perspectives July 2021
Fixed Income

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

Luis Freitas de Oliveira

More of the latest thinking on bond markets from
our portfolio managers and analysts

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Bond veteran John Queen on a shifting backdrop for fixed income

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Capital market assumptions: our 20-year expectations for equities and bonds

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Kirstie Spence on what EMD can bring to a portfolio

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Explore our fixed income range

Discover our 50-year plus fixed income capability and how our wide range of solutions can
help you and your clients meet your needs.

Emerging markets debt

A broad, multi-faceted approach able to adapt in an evolving environment

Discover now

Highly diversified high income

Seeking to deliver a consistent high level of income over the long term

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High quality global credit

Balance yield and risk with a clearer risk profile

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Risk factors you should consider before investing:

This material is not intended to provide investment advice or be considered a personal recommendation.
The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
Past results are not a guide to future results.
If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
Depending on the strategy, risks may be associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.

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STRATEGIES

OUR CAPABILITIES

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Latest bond market insights to help shape portfolios

In our Q4 update, we discuss:

Latest bond market insights to help shape portfolios

In our Q4 update, we discuss:

Latest insights on fixed income markets

More of the latest thinking on bond markets from
our portfolio managers and analysts

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

The art of carry: How strategic use of yield can help maximise bond results

Unleashing the potential: Navigating local currency EMD with active management

Bond veteran John Queen on a shifting backdrop for fixed income

Capital market assumptions: our 20-year expectations for equities and bonds

Kirstie Spence on what EMD can bring to a portfolio

Explore our fixed income range

Discover our 50-year plus fixed income capability and how our wide range of solutions can
help you and your clients meet your needs.

Emerging markets debt

A broad, multi-faceted approach able to adapt in an evolving environment

Highly diversified high income

Seeking to deliver a consistent high level of income over the long term

High quality global credit

Balance yield and risk with a clearer risk profile

Upgrade your bond investments to a world leader

Never miss a fixed income insight

INVESTMENTS

STRATEGIES

OUR CAPABILITIES

OUR APPROACH

INSIGHTS

CAPITAL IDEAS

CAPITAL LEARNING​

EVENTS

INVESTMENT THEMES​

RESOURCES & SUPPORT

HOW TO INVEST

SHAREHOLDER INFORMATION

ABOUT US

WHO WE ARE

MORE ABOUT US

Latest insights on fixed income markets

More of the latest thinking on bond markets from our portfolio managers and analysts

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

The art of carry: How strategic use of yield can help maximise bond results

Unleashing the potential: Navigating local currency EMD with active management

Bond veteran John Queen on a shifting backdrop for fixed income

Capital market assumptions: our 20-year expectations for equities and bonds

Kirstie Spence on what EMD can bring to a portfolio

Explore our fixed income range

Discover our 50-year plus fixed income capability and how our wide range of solutions can help you and your clients meet your needs.

Emerging markets debt

A broad, multi-faceted approach able to adapt in an evolving environment

Highly diversified high income

Seeking to deliver a consistent high level of income over the long term

High quality global credit

Balance yield and risk with a clearer risk profile

Upgrade your bond investments to a world leader

Never miss a fixed income insight

CAPITAL LEARNING

INVESTMENT THEMES

More of the latest thinking on bond markets from
our portfolio managers and analysts

Discover our 50-year plus fixed income capability and how our wide range of solutions can
help you and your clients meet your needs.