Episode Details

Brian Svendahl, Senior Portfolio Manager on the BlueBay Fixed Income team, breaks down the big news of the year: Donald Trump’s return to office. With his return, expect potential changes in U.S. tax policies, federal regulations, tariffs, and immigration – each adding pressure to inflation and impacting bond markets. Will higher inflation, increased debt issuance, and the influence of “bond vigilantes” drive rates up further? Listen to get Brian’s insights on how these developments could shape the fixed income landscape.