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Investment experts from Canaccord Wealth, Capital Group, RBC BlueBay, and Insight Investment, part of BNY Investments, discuss why persistent inflation and AI-driven capital expenditure are dramatically altering fixed-income markets. With US inflation signals remaining stubbornly high, and technology sector issuance outpacing forecasts, the discussion turns to what these mean for credit spreads, market stability, and portfolio construction. Private versus public credit, liquidity mismatches, and the shifting relevance of ESG are scrutinised with candour.