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Webinar: Ahead of the Curve
- Investment Management
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Visit
- 26.02.26
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Fixed income entered 2026 on solid footing. However, escalating geopolitical tensions and rising energy prices have injected fresh uncertainty into global markets, complicating both the inflation and policy outlook. With the rate-cutting cycle nearing its end and attention turning to nominated Fed Chair Kevin Warsh, investors are reassessing the path for rates, the US dollar, and global growth. Credit markets have remained resilient, but tighter spreads, refinancing pressures, and rising event risk are testing that strength. In a more fragmented world, where do the risks — and opportunities...