PIMCO’s Tiffany Wilding and Andrew Balls say resilient, AI-fuelled growth is masking “K-shaped” divergence – strengthening the case for high-quality fixed income in 2026.
Artemis’s Liam O'Donnell says that while long-duration bonds have “rediscovered some of their poise”, he finds it difficult to look beyond the real yields being generated at the short end.