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Episode
The Long View: Sara Devereux: Bonds Are Still Ballast
Views
3K
0.3× the show’s average
Episode3K
Show avg9K
Published
8mo ago
Feb 11, 2026
Length
57m
show avg 47m
From the show
Chapters
Vanguard’s Global Head of Fixed Income on bonds’ role in a portfolio, income opportunities, credit risks, and the outlook for fixed-income markets. Episode Highlights
- 0:00Vanguard’s Investing Philosophy and New Innovations
- 6:20Active Fixed-Income Strategy and the Alpha Waterfall
- 13:34ETF’s Explosion, Active Management, and Private Credit Risk
- 23:10How Technology Is Reshaping the Bond Market
- 29:51Bond Market Performance 2025, Bonds as Ballasts, and Term Premiums
- 37:27Bond Market Risks in 2026
- 42:51Shifting Policy Crosswinds, Cracks in Credit, and AI Capex Risks
- 50:18Technical Signals to Watch in 2026
Mentioned
Names dropped
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