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News > Podcasts > From Bubble Talk to Sequencing: 2025 Takeaways for 2026

From Bubble Talk to Sequencing: 2025 Takeaways for 2026

In their latest podcast episode, Anders Faergemann and Hani Redha condense 2025’s lessons into a practical roadmap for 2026.
15 May 2026
Podcasts

They outline why sequencing—tactically timing duration and curve positions—is crucial in a year that’s likely to bring more visibility and lower volatility, and explain why they expect US growth to accelerate from March, rates to run higher in Q1 before trending lower, and a continued low-volatility carry regime to be supportive of selective credit and a stronger dollar on dips.
 

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