CAPITAL IDEAS^TM

Bonds

Emerging Markets

EMD: A credible long-term asset allocation candidate
Fixed Income

Global investment grade thoughts from Damir Bettini
Fixed Income

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

Trump’s victory signals major policy shifts ahead
Asset Allocation

Have investors missed the rally in stocks and bonds?
Fixed Income

Impact of US elections on emerging market currencies

Jens Sondergaard
Fixed Income

Fixed income markets: When the stars align
Fixed Income

Thinking beyond the landing
Macro Brief

Will the US fiscal deficit lead to a dollar decline?

Jens Sondergaard
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

Investment grade credit – focus on the idiosyncratic
Fixed Income

Ahead of the curve: Resilience amid divergence
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

Investment Grade Credit – taking stock
Fixed Income

Can the banks deliver for investors in 2024?
Long-Term Investing

5 keys to investing in 2024
Fixed Income

Three reasons why we prefer investment grade credit to US Treasuries

Flavio Carpenzano
Portfolio Construction

How to use bonds to seek balance as Fed hikes wind down
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
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
Market Volatility

Guide to recessions: Nine things you need to know
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
Market Volatility

Guide to stock market recoveries
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
Fixed Income

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

Outlook for credit sectors

Damien McCann
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

European market outlook: Clouds on the horizon

Elaine Lin
Fixed Income

Investment grade outlook - security selection may be key to managing uncertainty

Damir Bettini
Bonds

A framework for navigating uncertainty
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
Fed

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

Attractive opportunities remain across 4 key credit markets
Equity

World markets review - Third quarter 2022
Market Volatility

When short term pain can bring long term gains

Flavio Carpenzano
Fixed Income

5 reasons to invest in US high yield
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
Bonds

Rising yields put bond markets back on a road to normal

Mike Gitlin
Fixed Income

Fixed Income Perspectives
Active Management

2022 Midyear Outlook report

Rob Lovelace
Fixed Income

Income as the anchor of a portfolio amid volatility

Flavio Carpenzano
Portfolio Construction

Building resilient portfolios amid inflation

Nisha Thakrar
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
Outlook

Rob Lovelace on all-weather investing

Rob Lovelace
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
Fixed Income

When one plus one equals more than two

Rob Neithart
Fixed Income

Fixed Income Perspectives January 2022
Fixed Income

Global corporate bonds 2022 outlook

Peter Becker
Equity

World Markets Review - Fourth Quarter 2021
Fixed Income

Fixed Income Perspectives July 2021
Market Volatility

Mid-year Outlook: From recession to recovery