55: Inside the Bond Market w/Lisa Hornby

In this week’s episode, Phil sits down with Lisa Hornby, Head of U.S. Fixed Income at Schroders, to break down what’s really happening in today’s bond markets. Together, they unpack the Fed’s rate path, the renewed case for fixed income, and surprising opportunities emerging in the municipal bond market. They also explore how rising deficits, fiscal policy, and even advances in AI could reshape the broader economic landscape.Connect with Lisa:LinkedIn: Lisa Hornby