Industry leaders analyse how geopolitical tensions and AI infrastructure spending transform fixed income. They detail active risk management techniques, from liquidity preservation to individual bond selection, while addressing the structural integrity of private credit and sovereign defaults. 

Recorded on 25 March 2026

Fund Selector: 

• Ittan Ali, Research Manager, Titan Square Mile 

Speakers: 

• Lesley Dunn, Fund Manager, Baillie Gifford
• Anthony Kettle, Senior Portfolio Manager, EMD, RBC Bluebay Asset Management
• Saurabh Sud, Portfolio Manager, PIMCO 

Learning Outcomes: 

1. What the war in the Middle East means for economies, inflation and bonds
2. Managing default risks in 2026 and beyond
3. The influence of private markets on credit and high yield