{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Wealth Enterprise Briefing","title":"What Risks Matter Most for Fixed Income if Rates Move Higher in 2026?","html":"","width":"100%","height":180,"duration":513,"description":"Entering 2026, the market is bracing for a shift. While the consensus expects inflation to cool, the fundamentals suggest a different path: inflationary growth. \n \nIn the second half of the conversation on The Wealth Enterprise Briefing, Managing Partner Michael Zeuner and Global Head of Macro Sam Sudame move beyond sentiment to discuss how this \"stubborn\" inflationary environment should reshape a private investor's portfolio. \n\nThey discuss:\nWhy Sam expects inflation to stay sticky in 2026\nWhat inflationary growth can mean for cash and bonds\nWhy duration risk matters if rates rise\nWhere credit and structured fixed income may fit\nWhy equities can benefit, unless policy turns restrictive\nWhy real assets may play a bigger role when pricing can adjust\nSam also notes that growth support is not limited to the U.S., pointing to policy support abroad as another factor to watch as the year develops.\nListen to the full briefing below to hear Sam's specific outlook on why international stimulus in Europe and Japan makes overseas risk assets particularly attractive right now.\nHave questions about how inflationary growth affects your specific allocation? Please contact us; we're here to help.\nImportant Information:\nThe Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security, and should not be relied upon as investment, legal or tax advice. Please consult with your investment, legal and tax advisors regarding any implications of the information presented in this presentation.","thumbnail_url":"https://img.transistorcdn.com/9SOQ4slShAwf9MH0KMdzzv6IABnu1VYPoYapXNwj9IM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zMWZh/MjZlOWFlN2JiY2E5/NjA2OWM3NGMyODgx/ZTI1OC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}