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Brilliant Investment Thinking by Advisers for Advisers.
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Defensive Assets

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In Defence of Fixed Income

In Defence of Fixed Income
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INBrief Andrew Canobi - Franklin Templeton

INBrief
Andrew Canobi – Franklin Templeton

James Dunn from the Inside Network and Andrew Canobi from Franklin Templeton discuss the topic of ‘In Defence of Fixed Income’ INBrief.

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Fixed income in 2026: deficits, AI and the case for global diversification

Fixed income is no longer a passive anchor in portfolios. AI debt issuance, swelling US deficits and stubborn inflation all point to the need for a fresh...

Defensive allocations in flux as hybrids exit and volatility rises

As bank hybrids fade and equity volatility returns, the traditional defensive toolkit is shrinking. In this new phase of the cycle, structure and liquidity...

From inflation to fiscal risk: The new fault lines in global fixed income

In a market shaped by rising fiscal risk and uneven growth, Amundi’s Gregoire Pesques argues that truly global, unbiased fixed income has become a source of...

Bondholders beware: The hidden credit cost of funding the AI revolution

A debt-fuelled arms race is financing the AI revolution, but Yarra Capital’s Phil Strano warns today’s “pristine” tech titans could soon resemble the...