Within a landscape shaped by fiscal expansion, geopolitical fragmentation and structurally higher yields, fixed income markets are entering a more complex and opportunity-rich phase. Escalating geopolitical tensions in the Middle East are adding uncertainty to the global macro-outlook, as growth paths diverge and dispersion across regions creates both risk and return opportunities.

In this opening panel, Chief Investment Officers will outline the allocation adjustments they are making to secure income, manage risk and build resilience across rates, credit and currencies in 2026-2027. The session will provide a strategic framework for navigating the next phase of the cycle while maintaining flexibility in an increasingly uncertain global environment.