Important Information

THIS WEBSITE IS INTENDED FOR INSTITUTIONAL INVESTORS who are U.S. residents ONLY; not intended for access or distribution to retail investors.

 

In order to access the Capital Group U.S. Institutional website (the “Site”), please read the following information and affirm by clicking the accept button that you have read and understand the information provided.

 

You must attest that you meet the qualifications of an institutional investor as described herein and accept these Terms and Conditions in order to access the Site. Some content may require additional registration for access.

 

The Site is solely intended for U.S. residents who are institutional investors or are acting on behalf of an institutional investor who has agreed to these Terms and Conditions. Institutional investors include, but are not limited to any person acting on behalf of/any pension fund, financial intermediary, consultant, endowment and foundation, bank, savings and loan association, insurance company, investment company registered under the Investment Company Act of 1940, investment adviser registered with the U.S. Securities and Exchange Commission or under applicable state law, government entity, entity with total assets of at least $50 million, employee benefit or qualified retirement plan with at least 100 participants, defined contribution/benefit plan, and qualified client or purchaser as defined by the U.S. Securities and Exchange Commission. By agreeing to these Terms and Conditions you are affirming your understanding that the Site is not intended for retail investors, individual plan participants or others who may not possess the financial sophistication to independently understand the content nor should it be redistributed to such persons.

 

You understand that the Site does not constitute advice of any nature, including fiduciary investment advice by Capital Group or its associates.

 

The reference to “Capital Group” used herein includes The Capital Group Companies, Inc., and its affiliates.

Fixed Income Horizons 2025: How asset owners are navigating uncertainty

KEY TAKEAWAYS

  • Asset owners’ 12-month outlook reflects heightened uncertainty. Portfolio positioning indicates a more defensive stance with extended duration and increased exposure to high-quality credit. 
  • Asset owners are rethinking the regional balance of portfolios — with those in Europe, the Middle East and Africa (EMEA) and Asia-Pacific particularly focused on diversifying internationally. 
  • Traditional portfolio buckets are being reassessed as the private credit market continues to evolve.
  • Emerging markets debt is viewed as a source of diversification, with an appetite for hard and local currency assets.
  • Active management will play a more dominant role in portfolios as rebalancing and risk management come to the fore. 

Asset allocators are facing heightened uncertainty in almost every conceivable direction. Dramatic moves by the new U.S. administration have had far-reaching effects on the global economic and political environment. 

 

The Capital Group Fixed Income Horizons Survey 2025 explores asset owners’ strategic portfolio positioning over a one-to–two-year period as they navigate this challenging macro landscape. The survey captures the views of 300 senior investment professionals and asset owners across Asia-Pacific, EMEA and North America, including pension funds, insurers, endowments and foundations, single family offices, sovereign wealth funds and Outsourced Chief Investment Office providers. 

 

Most investors intend to maintain or grow fixed income exposure

Sources: Capital Group. Data as of April 30, 2025. Investment grade: (BBB/Baa and above). Sub-investment grade (BB/Ba and below).

Now that tariffs have increased the threat of a slowdown or even a recession, bond futures reflect expectations of faster and further rate cuts from the U.S. Federal Reserve and the European Central Bank. However, the likelihood that tariffs will exacerbate already sticky inflation in the short term creates a difficult balancing act for central bankers. Within emerging markets, the International Monetary Fund (IMF) has lowered its 2025 growth projections, reflecting the impact of tariffs, prolonged trade policy uncertainty and supply chain disruptions. Meanwhile, global equities have experienced extreme levels of volatility, and credit spreads have widened amid concerns of a tariff war. 

 

Against this backdrop, asset owners are increasing allocations across fixed income sectors (on a net basis), seeking geographic diversification — particularly those in Asia-Pacific and EMEA — and trusting bonds to provide a ballast against equity risk in portfolios. They are also taking a more defensive stance, adding duration and moving up in quality. At the same time, they say they are increasing their emphasis on active management as rebalancing and risk management become a bigger priority. 

 

Private credit is also playing an increasingly important strategic role in asset owners’ portfolios, with 72% saying it should play a complementary role alongside public credit.

 

Beyond the 12-month horizon, asset owners are exploring more specialized mandates for building emerging markets debt exposure and considering a unified approach to managing public and private credit. 

 

The survey linked below provides an in-depth analysis of these findings, investigating how these trends are evolving within the current economic and geopolitical context. 

 

For financial professionals only. Not for use with the public.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.