Bigger Pic: Bonds at a Turning Point - Rates, the Dollar, and the Search for Yield

As markets respond to the latest U.S. economic data and expectations for further Fed rate cuts into 2026, the fixed income landscape is shifting alongside a softer U.S. dollar. In this episode, we examine what this means for duration positioning, whether calm corporate credit spreads are masking deeper risks, and why emerging market debt is back in focus. Pierre Chartres, Investment Director, Fixed Income, M&G Investments discusses how structural forces are reshaping fixed income strategies.See omnystudio.com/listener for privacy information.