Falling rates, tight credit: Fixed income in 2026

Rate-cutting cycles, tight credit spreads and a labour market under strain will shape the fixed income landscape heading into the new year. Yet 2026 could offer more opportunities in income and diversification than recent years. In Investment Week’s latest Global Outlook Portal, Gene Tannuzzo, Global Head of Fixed Income, and Ed Al-Hussainy, Portfolio Manager at Columbia Threadneedle Investments, set out their expectations for 2026, covering: • What a proactive Fed rate-cutting cycle means for duration, the shape of the curve and the role of cash • How different paths for growth and...