Rates, inflation and AI spend: fixed income perspectives

0:00

Adam Grotzinger, Portfolio Manager at Neuberger, speaks with Livewire's Tom Stelzer about his perspective on fixed income markets, including the outlook for rates and inflation. The conversation also explores how AI-related capital expenditure has become a meaningful driver of investment-grade issuance, and what that means for fixed income investors monitoring the space.

Interview filmed 12 August 2026.

Subscribe

Timely insights, delivered to you

Get perspectives that help you navigate today’s markets.

Connect with us

Timely insights, delivered to you

Get perspectives that help you navigate today’s markets—customized to your interests and delivered directly to your inbox.