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.

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