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Morningstar, Inc. · February 11, 2026
The Long View: Sara Devereux: Bonds Are Still Ballast
Hosted byChristine Aino
CA
- Views
- 3K0.2× the show's usual
- Length
- 57mshow usual ~47m
- Participants
- 3
- Topics
- 5
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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 00:00:00 Vanguard’s Investing Philosophy and New Innovations 00:06:20 Active Fixed-Income Strategy and the Alpha Waterfall 00:13:34 ETF’s Explosion, Active Management, and Private Credit Risk 00:23:10 How Technology Is Reshaping the Bond Market 00:29:51 Bond Market Performance 2025, Bonds as Ballasts, and Term Premiums 00:37:27 Bond Market Risks in 2026 00:42:51 Shifting Policy Crosswinds, Cracks in Credit, and AI Capex Risks 00:50:18 Technical Signals to Watch in 2026
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