The Great Bond Divergence: Opportunities Across Curves, Countries, And Credit

2026-02-27 00:30:00 ET

Transcript

Anu Rajakumar: After years when bond markets moved in near lockstep, driven by synchronized inflation shocks and central bank policy, global fixed income is starting to look meaningfully differentiated again. Correlations are breaking down, political and fiscal paths are diverging, and yield curves are telling different stories across regions. At the same time, investors are grappling with a familiar constraint. Spreads are tight, so where can you still find attractive income, diversification, and flexibility without making a dramatic sell the US call?...

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