At Impact 2026 in Boston, InvestmentNews’ James Burton sits down with Colin Martin, Head of Fixed Income Research and Strategy for the Schwab Center for Financial Research, to discuss where advisors should look in the bond market. Martin says the Iran conflict and energy prices remain a factor for inflation and global markets. He makes the case for maturities of roughly two to five years over longer duration, and warns that cash and money market funds carry an opportunity cost. He also pushes back on claims that the 60/40 portfolio is dead, and weighs in on how the surge in AI-related corporate bond issuance affects investors, stressing selectivity and diversification.
