India’s Fund Managers Pivot to Fixed Income as Rate Cycle Turns
Fund managers speaking at the Morningstar Investment Conference 2026 said India’s shifting interest-rate backdrop is making fixed income more attractive after a prolonged equity-led run. The discussion centred on bond yields, corporate credit, duration positioning, asset allocation and the likelihood of higher volatility across markets. Speakers argued that the next phase of portfolio construction may reward discipline and selectivity rather than broad risk-taking, as investors reassess how much return can still be extracted from equities alone.
