CAPITAL IDEAS^TM

Bonds

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Five factors to watch in multi-sector credit

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Five core bond portfolio themes for 2025

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

Manusha Samaraweera

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Fixed income outlook: resilient US provides an anchor

エマージング市場

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

エマージング市場

EMD: A credible long-term asset allocation candidate

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Global investment grade thoughts from Damir Bettini

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

Election

Trump’s victory signals major policy shifts ahead

資産配分

Have investors missed the rally in stocks and bonds?

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Impact of US elections on emerging market currencies

Jens Sondergaard

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Fixed income markets: When the stars align

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Thinking beyond the landing

Macro Brief

Will the US fiscal deficit lead to a dollar decline?

Jens Sondergaard

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Frontier markets: select opportunities in local bonds

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

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Why credit markets can keep running strong

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Unleashing the potential: Navigating local currency EMD with active management

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Investment grade credit – focus on the idiosyncratic

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Ahead of the curve: Resilience amid divergence

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Valuations are expensive, but may have staying power

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Looking for reliable income? Consider a multi-sector approach

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Fundamental research edge: Bottom-up opportunities in IG credit

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Investment Grade credit – Despite tight spreads, opportunities remain

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Key role for high yield in income-seeking portfolios

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High yield - an evolving opportunity

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Investment Grade Credit – taking stock

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Can the banks deliver for investors in 2024?

長期投資

5 keys to investing in 2024

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Three reasons why we prefer investment grade credit to US Treasuries

Flavio Carpenzano

ポートフォリオ構築

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

FRB

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

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How to think about bonds in this new world

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

World Markets Review

Stocks and bonds stumble on rising rates: Q3 roundup

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How global corporate bonds can improve outcomes for UK investors

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Quick take: India bond index inclusion

FRB

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

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Can investment-grade credit provide resilience amid uncertainty

エマージング市場

Supportive backdrop for EM currencies remains despite waning carry trade.

Jens Sondergaard

資産配分

As rate hikes near end, historic investor opportunity may begin

市場の変動

Guide to recessions: Nine things you need to know

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Unlock income opportunities across key credit sectors

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

Haran Karunakaran

市場の変動

Guide to stock market recoveries

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Bond outlook: Fed pause leaves many paths to income potential

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Opportunities in US high-yield credit

中央銀行

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

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Navigating Uncertainty 2.0 - Are bonds in the sweet spot?

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Outlook for credit sectors

グローバル債券

Debt ceiling showdown: Should investors worry?

グローバル債券

Will the US dollar continue to weaken?

World Markets Review

Markets rally despite bank scare: Q1 roundup

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

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European market outlook: Clouds on the horizon

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

グローバル債券

A framework for navigating uncertainty

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Why diversify your bond portfolio?

グローバル債券

EMs with stronger fundamentals should see inflows

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Fixed Income Perspectives January 2023

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Macro insights: Outlook for bonds brighter even as growth concerns linger

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European interest rates: Increased dispersion presents opportunities

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Emerging markets debt: Valuations appear attractive despite uncertain macro backdrop

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Fixed income at Capital Group targets predictable outcomes

World Markets Review

World markets review - Fourth quarter 2022

FRB

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

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Navigating dark clouds across emerging markets debt

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Unearthing opportunities in Asian credit markets

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Fixed Income Perspectives October 2022

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Attractive opportunities remain across 4 key credit markets

株式

World markets review - Third quarter 2022

市場の変動

When short term pain can bring long term gains

Flavio Carpenzano

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5 reasons to invest in US high yield

市場の変動

When will the bear market end?

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Four roles your bond portfolio should play

Flavio Carpenzano

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The case for investment grade corporate bonds

グローバル債券

Rising yields put bond markets back on a road to normal

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Fixed Income Perspectives

アクティブ運用

2022 Midyear Outlook report

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Income as the anchor of a portfolio amid volatility

Flavio Carpenzano

ポートフォリオ構築

Building resilient portfolios amid inflation

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

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

Outlook

Rob Lovelace on all-weather investing

グローバル債券

Why should you consider owning bonds now?

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Credit investing amid heightened market volatility

Outlook

Bond outlook: What to know as Fed fears hit markets

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Look to credit opportunities amid bond market rout

エマージング市場

Emerging markets and rising US interest rates

市場の変動

Contained EM inflation and higher real yields suggest relative value in local markets

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Navigating the foggy road to normal

市場の変動

Relative value in EM local markets

エマージング市場

Does the EM debt repricing present a good entry point?

金利

Is the era of easy money coming to an end?

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The role of fixed income

Flavio Carpenzano

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When one plus one equals more than two

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Fixed Income Perspectives January 2022

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Global corporate bonds 2022 outlook

株式

World Markets Review - Fourth Quarter 2021