Higher rates are here for longer: Strategies for fixed income investing

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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The rates market has been volatile due to various drivers including inflation, unemployment, and the increased geopolitical tensions in the world today.

In addition, we may be entering a “Higher for longer” scenario where the US Federal Reserve maintains rates at restrictive levels for a longer time than previously expected.

What are the implications for fixed income investing and portfolios? Why is a “barbell strategy” suitable in today’s rate environment?

Listen to these insights and more with Julius Baer expert Marian Mak, Head of Fixed Income Specialists Hong Kong.