Replay: Geopolitics, inflation and credit — what’s next for Fixed Income?

Asset management
Watch 48 min

Fixed income has generally started 2026 on a resilient footing, supported by attractive yields and steady demand for income.

With the crisis in the Middle East having jolted markets, join our upcoming webinar as we discuss the key forces shaping our outlook today.

What they discussed:

  • How the Middle East conflict could impact inflation and what this means for global fixed income markets
  • The key differences in the outlook between the U.S. and Europe, and what to expect from central banks
  • What is driving concerns around private credit, and why fundamentals in public credit look very different
  • Our view on different credit sectors in this environment and where value opportunities might emerge

 

 

 

 

 

About the authors
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About the authors
Topics:
Asset management Europe Event Replay Fixed Income Geopolitics Macroeconomics Middle East US

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