CAPITAL IDEAS^TM

Fixed income

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Five factors to watch in multi-sector credit

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Don’t be fooled by the headlines, credit still looks good

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

Jeremy J.W. Cunningham

エマージング市場

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

tryggvi-gudmundsson

米国株式

Three views on where to invest under Trump 2.0

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Five core bond portfolio themes for 2025

World Markets Review

World markets review —Fourth quarter 2024

長期投資

2025 and beyond: Key industry and market trends

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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

長期投資

2025 Outlook: We have seen this movie before

エマージング市場

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

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Global investment grade thoughts from Damir Bettini

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Quick take: Impact of US election results on emerging markets

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

金利

Where to invest as interest rates decline

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Fixed Income Perspectives Q4 2024

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Impact of US elections on emerging market currencies

Jens Sondergaard

金利

The Fed just cut interest rates. Now what?

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Fixed income markets: When the stars align

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

Haran Karunakaran

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Thinking beyond the landing

市場の変動

Five views on tumbling markets

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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

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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

ESG

Materiality is the foundation of our ESG approach

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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

World Markets Review

Global stocks stage broad-based rally: Q1 roundup

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Investment Grade credit – Despite tight spreads, opportunities remain

FRB

Quantitative tightening: Where does it go from here?

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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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Hard and local currency bonds provide different routes to returns

Jeremy J.W. Cunningham

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Investment Grade Credit – taking stock

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Can the banks deliver for investors in 2024?

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

World Markets Review

Markets rally on rate cut expectations: Q4 roundup

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Charting the road ahead for fixed income

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EMD outlook 2024: Navigating a bifurcated universe

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Three reasons why we prefer investment grade credit to US Treasuries

Flavio Carpenzano

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?

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Fixed Income Perspectives Q4 2023

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Attractive opportunity to add duration in non-USD rates

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Planning for long term success in emerging market debt

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

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Can investment-grade credit provide resilience amid uncertainty

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Go global for higher income

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Local currency EMD – Why it might be time to reconsider an active allocation

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

Haran Karunakaran

FRB

Quick take: Fed strikes measured tone as hiking cycle resumes

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Fixed Income Perspectives Q3 2023 outlook

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

World Markets Review

World markets review —Second quarter 2023

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EM rate cuts on the horizon as inflation trends down

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

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Navigating Uncertainty 2.0 - Are bonds in the sweet spot?

金融・銀行

Commercial real estate: The next shoe to drop for the banking sector?

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Quick take: Presidential elections in Turkey

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EMD quarterly review Q1 2023

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A multi-sector approach for reliable income

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

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Fixed Income Perspectives April 2023

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Emerging markets debt: Starting yields lift return potential

グローバル債券

Debt ceiling showdown: Should investors worry?

World Markets Review

Markets rally despite bank scare: Q1 roundup

市場の変動

Financial cycles peaking: expect distress ahead?

Jens Sondergaard

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

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Is the long-term case for emerging market debt still intact?

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How vulnerable is EM debt to volatility spillovers?

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European market outlook: Clouds on the horizon

FRB

Quick take: Bank failures push Fed to proceed with caution

市場の変動

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

経済・市場

10 investment themes for 2023

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China reopening should benefit parts of EM Asia

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

マルチアセット

Are 60-40 portfolios set for a comeback?

ESG

Five perspectives on ESG in bond investing

グローバル債券

A framework for navigating uncertainty

経済・市場

Quick take: Seven questions around recession in Europe

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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

経済・市場

Quick take: Five insights on Fed policy after the latest rate hike

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Securitised credit: A useful diversifier in bond portfolios

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EMD outlook for 2023: local currency yields offer protection in volatile conditions

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2023 Outlook: Emerging market local currency yields offer protection in volatile conditions

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Asian fixed income: Careful navigation required

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The pursuit of consistent income streams

FRB

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

経済・市場

New reality for investors: 5 big trends changing markets

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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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U.S. midterm elections: Will the House flip?

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Attractive opportunities remain across 4 key credit markets

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

インフレーション

Is high inflation the ultimate pandemic distortion?

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

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Fixed Income Perspectives

アクティブ運用

2022 Midyear Outlook report

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Credit investing amid heightened market volatility

Outlook

Bond outlook: What to know as Fed fears hit markets

エマージング市場

Emerging markets and rising US interest rates

金利

Is the era of easy money coming to an end?

市場の変動

Q&A: Investing amid geopolitical uncertainty

市場の変動

Q&A: impact of the Russia-Ukraine conflict on emerging market debt

市場の変動

Q&A on Russian debt

市場の変動

Commodity prices drive differentiation within EMD

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Fixed Income Perspectives January 2022

中央銀行

Q&A with Andrew Cormack

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

Luis Freitas de Oliveira