Navigating European Inflation, Rates & Yield

European Fixed Income markets have navigated a complex start to 2026, with inflation dynamics evolving, rate expectations shifting, and yields across curves responding to both macroeconomic and geopolitical drivers. For investors, this backdrop raises important questions around yield, duration risk, and how to position portfolios amid continued uncertainty. Join us on 29th April 3pm CET as we consider how to navigate this season. This session begins with a Fixed Income macro-economic outlook from Senior Euro-Area Economist David Powell at Bloomberg Economics, offering insights into European growth trends, central bank policy trajectories, and the key forces shaping rates and credit markets. Building on this macro perspective, Kate Onodi, Head of European Fixed Income Indices Product at Bloomberg Indices, will give an overview of Fixed Income ETF trends and explore the asset allocation implications of today’s environment, focusing on positioning, diversification, and risk trade-offs across the fixed income universe. The discussion will conclude with a practical overview of fixed income indexing solutions, highlighting how investors can address today’s return and risk challenges using the breadth of capabilities available across the Bloomberg Indices fixed income suite.