Geopolitics, inflation uncertainty and policy shifts are reshaping the 2026 outlook
 
 
 
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Geopolitics, inflation uncertainty and policy shifts are reshaping the 2026 outlook

Dear

Fixed income entered 2026 on solid footing. However, escalating geopolitical tensions and rising energy prices have injected fresh uncertainty into global markets, complicating both the inflation and policy outlook.

With the rate-cutting cycle nearing its end and attention turning to nominated Fed Chair Kevin Warsh, investors are reassessing the path for rates, the US dollar, and global growth.

Credit markets have remained resilient, but tighter spreads, refinancing pressures, and rising event risk are testing that strength. In a more fragmented world, where do the risks — and opportunities — now lie?

Join senior fixed income leaders from T. Rowe Price for Ahead of the Curve, their bi-annual webinar series, as they assess the evolving macro and market backdrop — and what it means for fixed income positioning and portfolio construction in 2026.

Secure your spot for the CPD-accredited webinar using the link below.

Register Now

Kind Regards

 

Derek Bradley, CEO
Panacea Adviser
www.panaceaadviser.com

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