India’s Fund Managers Pivot to Fixed Income as Rate Cycle Turns
Fund managers speaking at the Morningstar Investment Conference 2026 in India said the shifting interest-rate backdrop is making fixed income more attractive after a prolonged equity-led market. With bond yields, corporate credit, duration and volatility now central to portfolio construction, investors are reassessing how much risk they should carry as the rate cycle evolves. The discussion pointed to a more selective, income-oriented allocation strategy rather than a broad rush into duration.
