On May 20, 2026, the Redefining Fixed Income Forum will convene in Chicago, bringing together leading investors from insurance funds and pension plans to navigate the transformed fixed income landscape. The Federal Reserve's monetary policy has reached a new equilibrium with the federal funds rate at mid-3% levels, while comprehensive tariff policies, including a 10% baseline tariff on all imports, have fundamentally reshaped the economic environment. This represents the largest tax policy change since 1993, with significant GDP impacts and persistent inflation above the Fed's 2% target creating new challenges for fixed income investors.

Attendees will engage in critical discussions surrounding modern portfolio positioning strategies: extending duration as long-term rates have stabilized above 4%, navigating yield curve steepening with 1- to 30-year differentials expanding to over 230 basis points, and capitalizing on opportunities in credit markets shaped by reshored manufacturing and domestic infrastructure investment. Key focus areas include managing volatility from policy-driven market dislocations, assessing reduced recession probabilities while preparing for sub-trend growth scenarios, and exploring international fixed income exposure as markets adapt to the new trade regime.

Beyond comprehensive presentations and expert panels, the forum will provide extensive networking opportunities for participants to exchange insights on tactical positioning and collaborate on innovative investment approaches. The Redefining Fixed Income Forum promises to be an essential gathering for industry leaders adapting to a fundamentally altered fixed income landscape shaped by new monetary and fiscal realities.