Mastering the Yield Curve: Strategies for 2026

Mastering the Yield Curve: Strategies for 2026

By Franck Rijk, Fixed Income Adviser at Welford Capital

The complexity of the 2026 financial markets requires a sophisticated approach to fixed-income investing. As we sit in our offices here in London, the team at Welford Capital is focused on one thing: maximizing total return in a falling-rate environment. Franck Rijk, Fixed Income Adviser, believes that the “laddering” strategy is particularly effective this year.

“By spreading investments across bonds with different maturity dates, we can mitigate the risk of reinvesting at lower rates in the future,” Franck Rijk explains. At Welford Capital, this approach has allowed clients to maintain a steady income stream while keeping a portion of their capital liquid. Franck Rijk also highlights the importance of the secondary market, noting that “capital appreciation on older, higher-coupon bonds is likely to be a major theme throughout 2026.”

As we look toward the second half of the year, Franck Rijk and the broader team at Welford Capital remain optimistic. The London market has shown remarkable resilience, and the fixed-income sector is leading the charge. For those seeking clarity in an often-confusing landscape, Franck Rijk continues to provide the localized expertise and global perspective that Welford Capital is known for.