Eric Souders views 2026 as a pivotal year for investors, shaped by mixed U.S. economic signals, elevated policy uncertainty, and shifting Federal Reserve dynamics. He highlights growing risks in long‑term bonds and sees a strong case for diversifying into emerging markets, which he believes are better positioned for 2026.

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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.