Fixed Income Webinar: Navigating An Inflection Point 2023 | Investment Innovation Institute i3 | 24 October 2023 | Webinar

Beyond Inflation Risk
As inflation eases, central banks around the world appear to be nearing the end of a rate hiking cycle that has dominated financial markets for the last 2 years.
At the same time risks remain elevated – geopolitical tensions, financial stability concerns and, potentially, an elevated risk of recession.
This is a challenging environment for investors and one that may warrant a rethinking of defensive allocations.
Are Bonds Back?
We believe the combination of higher yields and a potential turn in the rate cycle create an unprecedented investment opportunity in high quality bonds. In particular, we see investment grade credit as today’s “sweet spot”, providing a combination of future return potential and defensive characteristics.
In partnership with Capital Group and featuring fixed income director, this webinar will examine the role of bonds and credit as part of portfolio construction in the new investment regime.

2023 Speakers

Haran Karunakaran
Fixed Income Investment Director, Capital Group