Read expert perspectives on fixed-income investment strategies for Q1 2025 from Capital Group, offering a deep dive into market trends, monetary policy, and portfolio positioning.
• US Growth Leadership: The US continues to drive global growth with resilient productivity, consumer spending, and moderate inflation, despite labor market softening. Treasury yields remain elevated.
• Global Trends: Major central banks (excluding Japan) are easing monetary policies, while European fiscal loosening is expected.
• Credit Markets: Investment-grade bonds benefit from tightening spreads and strong fundamentals, while high-yield sectors show stable returns.
• Opportunities: Focusing on diversified sources of income, steepening yield curves, and selective corporate bonds.
For comprehensive insights, access the full report to refine your investment strategy.
Pour lire cet article, vous avez besoin d'un abonnement à Investment Officer. Si vous n'avez pas encore d'abonnement, cliquez sur 'Abonner' pour connaître les différentes formules d'abonnement.
