4Q26 Capital Markets Outlook: Shaken, Not Stirred: Fixed Income
For advisors framing client bond conversations, it offers a manager's perspective on income, diversification and downside protection after years of low yields and a US Treasury selloff.
Summary
By the bonds & fixed income deskIn this AllianceBernstein video, Fahd Malik of the firm's fixed income team discusses the 4Q26 capital markets outlook for bonds. He covers the global rise in yields, the role of higher real rates in the US Treasury selloff, and whether current levels have moved beyond long-run fair value. The discussion also looks at duration, global bonds and corporate credit, and the need for selectivity as borrowing costs rise.
- Fixed income is again offering meaningful income after years of low yields, though the path forward is not without risk.
- Higher real rates have driven much of the US Treasury selloff, according to the description.
- Current levels may have moved beyond long-run fair value.
- The discussion covers opportunities in duration, global bonds and corporate credit, and underscores selectivity as borrowing costs rise.
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