Article last updated 7 October 2026.
7 mins
AI’s biggest names are quickly becoming some of the largest and longest-dated issuers in investment grade credit. We believe this borrowing boom raises new risks for the passive portfolios that track bond indices, while creating opportunities for those with an active edge.
7 mins
Rathbones Asset Management Head of Fixed Income Bryn Jones and Fund Manager Stuart Chilvers explain how higher bond yields are creating a more attractive opportunity set and why making the most of it demands sharper choices.
1 min
Watch Christie Goncalves, Fixed Income Assistant Fund Manager, and co-panellists discuss rising rates, expanding deficits, and volatile credit dynamics are reshaping the fixed income landscape, demanding a sharp, highly disciplined strategy.
