Episode
High returns, heavy supply: walking 2026’s fixed income tightrope
- Podcast
- The Weekly Fix
- Published
- Jan 6, 2026
- Duration seconds
- 368
- Processing state
not_requested- Canonical source
- https://the-weekly-fix.captivate.fm
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Summary
A year of high returns or high risks? Fixed income markets look to navigate 2026’s key challenges. In the latest edition of The Weekly Fix, Andrzej Skiba, BlueBay Head of U.S. Fixed Income at RBC GAM, explores a strong fixed income outlook for the new year, driven by carry income and economic momentum. However, the year also brings critical questions about monetary policy, the AI-driven capital wave, and heavy credit issuance. High single-digit returns may be achievable, supported by carry income and projected economic growth. Inflation remains above target, and potential rate cuts could hinge on changes at the Fed. Credit markets may contend with heavy issuance, posing questions about demand and spread levels.