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What Risks Matter Most for Fixed Income if Rates Move Higher in 2026?
Entering 2026, the market is bracing for a shift. While the consensus expects inflation to cool, the fundamentals suggest a different path: inflationary growth.
In the second half of the conversation on The Wealth Enterprise Briefing, Managing Partner Michael Zeuner and Global Head of Macro Sam Sudame move beyond sentiment to discuss how this "stubborn" inflationary environment should reshape a private investor's portfolio.
They discuss:
Why Sam expects inflation to stay sticky in 2026
What inflationary growth can mean for cash and bonds
Why duration risk matters if rates rise
Where credit…
The skinny
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