Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek (6am-9am)Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek (6am-9am)

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

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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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Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek (6am-9am)

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am.   
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