Fixed Income at an Inflection Point: Navigating Global Shifts and India's Growing Role
The fixed income landscape is undergoing a significant transformation as geopolitical risks, inflation uncertainty, and evolving central bank policies reshape market dynamics. As traditional relationships between asset classes become less predictable, this panel will explore whether bonds can continue to serve their historical role as portfolio stabilizers. The session will delve into the resilience of fixed income in a more volatile world, India's growing integration into global bond markets, and the impact of recent policy reforms and benchmark index inclusions on foreign investor participation. It will also explore the evolving role of Indian bonds in investors' portfolios and the opportunities and challenges that lie ahead as fixed income markets adapt to a changing global environment.
Speakers

Manish Banthia
ICICI Prudential Asset Management Company Limited
CIO - Fixed Income

Sunaina Da Cunha
Aditya Birla Sun Life AMC Limited
Co-CIO Debt

R Sivakumar
Axis Mutual Fund
Chief Investment Officer- Fixed Income