Fixed Income Perspectives - Q1 2025

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.