Episode Details

In this episode of Lead-Lag Live, Michael Gayed sits down with Jay Hatfield, CEO and Portfolio Manager at Infrastructure Capital, to discuss how investors should approach fixed income and equity income strategies for 2026 as markets adapt to a changing interest rate environment.

From Federal Reserve rate cuts and inflation trends to credit spreads, preferreds, and equity sector rotation, Hatfield explains why income investors may need to rethink traditional allocations—and where the most compelling risk-adjusted opportunities may emerge in the next market cycle.

In this episode:
– How Fed rate cuts could reshape fixed income returns
– Why high-yield bonds and preferreds may outperform investment grade
– Equity income opportunities beyond mega-cap tech
– Small caps, sector rotation, and valuation discipline
– How to position income portfolios for 2026 and beyond

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.

#FixedIncome #EquityIncome #Investing2026 #InterestRates #MarketOutlook #IncomeInvesting #WealthManagement #PortfolioStrategy

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

Support the show