Investment experts from Canaccord Wealth, Capital Group, RBC BlueBay, and Insight Investment, part of BNY Investments, discuss why persistent inflation and AI-driven capital expenditure are dramatically altering fixed-income markets. With US inflation signals remaining stubbornly high, and technology sector issuance outpacing forecasts, the discussion turns to what these mean for credit spreads, market stability, and portfolio construction. Private versus public credit, liquidity mismatches, and the shifting relevance of ESG are scrutinised with candour. 

Fund Selector: 

• Tom Hibbert, Chief Investment Strategist, Canaccord Wealth 

Speakers: 

• Álvaro Peró Gala, Fixed Income Investment Director, Capital Group 
• Sid Chhabra, Managing Director, Head of European High Yield, Securitized Credit and CLO Management, RBC BlueBay Asset Management 
• Damien Hill, Senior Portfolio Manager, Insight Investment, part of BNY Investments 

Learning Outcomes: 

1. The significance of Kevin Warsh taking over as chair of the Federal Reserve 
2. The influence of private credit on the wider bond markets 
3. AI: the threats and opportunities for corporates

Chapters

• 05:10 Inflation, Credit Markets, and AI Impact
• 09:38 AI, Tech Issuance, and Credit Market Dynamics
• 20:02 Securitised Credit and Asset Allocation
• 24:07 Fiscal Trajectories and Credit Spreads
• 30:37 Sustainable Investing and ESG Considerations