Capital Ideas™ 
Investment insights from Capital Group

Categories
Bonds
Focus on fixed income
Mike Gitlin
President and Chief Executive Officer
Luke Farrell
Fixed Income Investment Director
Pramod Atluri
Fixed Income Portfolio Manager
September 12, 2019

Don’t wait for a dramatic Fed pivot or Morningstar move to reassess what’s in your bond portfolio — and whether it’s truly serving your investment goals. Read on to discover how some Capital Group portfolio managers and thought leaders view recent developments rocking the bond world, as well as insights on fixed income allocations.


You’ll learn:

  • Why the Fed’s recent interest rate rollback is a chance to rebalance
  • What Morningstar’s intermediate-term bond category split means for bond investors
  • How a portfolio makeover could turn up surprise risks in your bond holdings

Read all four articles and listen to the podcast below, then take the CE credit quiz to earn one hour of CE credit for CFP and CIMA designations.


Mike Gitlin is president and chief executive officer of Capital Group. He is also the chair of the Capital Group Management Committee. Mike has 30 years of investment industry experience (as of 12/31/2023). He holds a bachelor's degree from Colgate University.

Luke Farrell leads Capital Group's fixed income investment specialist team globally. He has 29 years of industry experience and holds a bachelor's degree in chemical engineering from the University of Virginia. 

 

Pramod Atluri is a fixed income portfolio manager with 25 years of industry experience (as of 12/31/2023). He holds an MBA from Harvard and a bachelor’s degree from the University of Chicago. He is a CFA charterholder.

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Bonds
Asset Allocation

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