This year, we are shifting our focus toward “The Long View.” Our CEO, Damien McIntyre, will be joined by investment managers and strategists from across GSFM’s partner network to explore the long-term outlook for their respective specialties. While we will continue to monitor and address short-term market noise –recognising its power to shift long-term trajectories – our primary goal is to provide you with a clear, strategic perspective on the enduring trends shaping the future of investment.

In the third episode for 2026, Damien is in conversation with Eric Souders and Nigel Jenkins from Payden & Rygel. Together, they discuss the long-term view for fixed income, noting the coexistence of early-, mid-, and late-cycle forces that explain why growth is resilient, risks are rising, and dispersion is elevated.

Listen to Conversations here or wherever you get your podcasts, or read the edited transcript.

Eric Souders

Eric Souders is a Director and Lead Strategist on the global unconstrained fixed income team with a focus on absolute return and multi-asset credit solutions. In this capacity he is responsible for oversight of idea generation, strategy implementation and risk management. Souders is also a senior member of the ESG Committee.

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