Fixed income investing is experiencing a powerful resurgence. With yields at multi-decade highs, income opportunities are abundant, yet investors must navigate uncertainty in capital markets and shifting macroeconomic dynamics. In this episode of The Bid, we explore why fixed income is once again a compelling anchor for portfolios.

Host Oscar Pulido sits down with Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, live from the Future Proof Festival in Huntington Beach. Together, they discuss why prioritizing income over duration is the key theme in today’s bond markets, and how investors can uncover opportunities across geographies and asset classes. Rick emphasizes the importance of dynamic, flexible portfolio construction. With fixed income yields at levels not seen in decades, investors now have the chance to rethink their allocations and position portfolios for long-term growth.

Sources: BlackRock Fixed Income Q3 Outlook, Bloomberg as of Tuesday 9th September 2025

Key moments in this episode:

00:00 Introduction

01:28 Rick Rieder's High Level Insights on Fixed Income Landscape

02:04 Economic Forces and Investment Strategies

02:56 Global Fixed Income: Opportunities and Risks

06:51 Dynamic Asset Allocation and Portfolio Management

12:12 Currency Views and Market Predictions

13:49 Conclusion: Staying in the Game

16:16 Outro and Next Episode on Infrastructure

Fixed income investing, Capital markets, Megaforces, Stock market trends, BlackRock

This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

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231: A New Era for Fixed Income Investors: Prioritizing Income in a Volatile Market – LIVE FROM FUTUREPROOF FESTIVAL

The Bid - An Investing Podcast from BlackRock

231: A New Era for Fixed Income Investors: Prioritizing Income in a Volatile Market – LIVE FROM FUTUREPROOF FESTIVAL