Macro Matters: Global Asset Allocation With Stephen Dover...

What this episode covers

Policy rates will likely be cut three times in 2026, with the 10-year yield between 4-4.5%, says Stephen Dover, chief market strategist at Franklin Templeton. Dover is joined by BI chief US rates strategist Ira Jersey and senior US and Canada rates strategy associate Will Hoffman to discuss global fixed-income markets and cross-asset relative value. The trio discuss the economic outlook for 2026 and relative value in US rate markets and abroad amid expected policy easing from the Federal Reserve. They also hit on shifts in private assets and global equity markets, before discussing how AI narratives may evolve in the coming years. The Macro Matters podcast is part of BI’s FICC Focus series.

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How long is this episode of FICC Focus?

This episode is 20 minutes long.

When was this FICC Focus episode published?

This episode was published on November 20, 2025.

What is this episode about?

Policy rates will likely be cut three times in 2026, with the 10-year yield between 4-4.5%, says Stephen Dover, chief market strategist at Franklin Templeton. Dover is joined by BI chief US rates strategist Ira Jersey and senior US and Canada rates...

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