Eric Souders from Payden & Rygel sets out a cautious but constructive outlook for global fixed income as 2026 reaches its midpoint. Souders characterises the US as “one economy, three cycles”, with normalised labour markets, resilient consumption and a generational investment upswing in AI-related infrastructure and power demand. 

Watch | Eric Souders on ausbiz

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.
Next Video