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This isn’t the bond market you remember. Shifting Fed narratives, rising government borrowing, and escalating geopolitical risk are reshaping the fixed income landscape - challenging assumptions aroun ...
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Salman Ahmed of Fidelity discusses the most valuable services asset managers can offer clients, and how global fragmentation and shifting perceptions of the dollar are influencing his 2026 outlook.
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James Turner of BlackRock discusses how the role of the fixed income portfolio manager has evolved and how he has adapted his allocation strategy in Euro fixed income to navigate the current environme ...
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Joe Little of HSBC Asset Management discusses why long-term bonds might misbehave in response to Fed policy, and whether emerging markets are still reliant on lower Fed rates and a weaker dollar.
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Thushka Maharaj of J.P. Morgan Asset Management discusses the most valuable services asset managers can provide to clients, whether the 60/40 rule is still fit for purpose and why attending the FT Glo ...
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Pierre Gramegna of the European Stability Mechanism (ESM) discusses what a more unified European capital market would look like and what gives him the greatest confidence that the European project wil ...
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Antonio Cavarero of Generali Asset Management discusses the most valuable services asset managers can provide to clients and how investors can participate in a genuine productivity revolution driven b ...

