Sticky, not scary: Why investors shouldn’t fear inflation

Higher-for-longer interest rates and sticky inflation will set the tone for government bond markets in 2026. But, according to Liam O’Donnell, who leads the Artemis fixed income team's strategy on macro and rates, bonds possess a key advantage today that they didn’t have a decade ago – higher starting yields that exceed inflation. Read O’Donnell’s article on Investment Week’s latest Global Outlook Portal to discover why, in his view, persistent inflation need not spell bad news for bond investors – and what it could mean for government bond markets in 2026.