The Global Forces Shaping the 2026 Bond Market | Portfolio Manager Views
Discover the key forces reshaping global fixed income in 2026 as Michael Augustine and Hafiz Noordin break down opportunities across bond markets. Tune in for a quick, insightful look at where smart investors are finding value now.
TDAM Talks · Michael Augustine, Hafiz Noordin
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Show Notes
Despite the noise from tariff pressures and concerns over fiscal sustainability, fixed income and global bond markets are revealing a more nuanced story—one where resilient business fundamentals and disciplined borrowing remain key anchors. Heightened geopolitical tensions and shifting global power dynamics are reshaping the macroeconomic environment, influencing interest rates, credit conditions, and corporate bond performance. Inflation trends, demographic shifts, and emerging productivity themes such as AI are redefining how investors assess risk and position across the yield curve. What does this evolving backdrop mean for fixed income opportunities and portfolio construction in 2026?
Join Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TD Asset Management Inc. (TDAM) and Hafiz Noordin, Vice President & Director, Active Fixed Income Portfolio Management, TDAM as they explore the evolving fixed income landscape and opportunities across global bond markets.
Highlights include:
0:30 Examining the macro environment for fixed income in 2026
4:25 Assessing the competing drivers behind muddled inflation
7:50 Exploring the tailwinds for corporate bond performance
10:45 What are the opportunities in emerging markets?
14:05 How does fixed income fit into a multi-asset portfolio?
For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast
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