With global economic cycles increasingly out of sync, investors are navigating a market environment shaped by cross‑currents rather than clear trends. In this discussion, Nigel Jenkins explores how portfolios can respond to desynchronised growth, divergent central bank policy paths, and ongoing bond market volatility. He shares his views on inflation in 2026, the outlook for interest rates across key regions, and why flexibility and active decision‑making are critical in uncertain markets.

This video was recorded on 2 March 2026.

Nigel Jenkins

Nigel Jenkins is a Managing Director at Payden & Rygel. He is a member of the firm’s Investment Policy Committee and oversees the Global Fixed Income strategy team, which manages all Euro and Sterling base currency and global benchmarked fixed income portfolios. Nigel is also part of the three strong leadership team of our unconstrained fixed income team, with a focus on absolute return and multi asset credit portfolios. He is a director of Payden Global Funds plc. and Chairman of Payden AIF ICAV, which houses Payden Multi Asset Credit Fund. Nigel serves on the board of Payden & Rygel Global Limited.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.

Next Video