FINANZ Podcast

The role of Fixed Income in Asset Allocation (EN)

Episode Summary

What role should fixed income play in today’s portfolios? In this expert panel from Finanzmesse 2025, top professionals share insights on navigating interest rate volatility, inflation risks, and allocation strategies in the global bond market.

Episode Notes

This episode features the panel discussion “The Role of Fixed Income in Asset Allocation” held at Finanzmesse 2025. Fixed income continues to play a key role in stabilizing portfolios, but what happens when interest rates rise and inflation surges?

Moderated by Stephan Meier (Zwei Wealth), the discussion brings together a distinguished panel of experts:

• Dr. Agim Xhaja, CIO Fixed Income, BCV
• Lennart Lengeling, Investment Strategist, Algebris Global Opportunities
• Manuel Streiff, Founding Partner & CEO, GAMA Asset Management
• Claudio Paonessa, Senior Portfolio Manager, Basler Kantonalbank

Topics covered include:

• The role of fixed income in diversified portfolios
• Strategies to optimize returns in a low- or rising-yield environment
• Adjusting allocations amidst global economic shifts
• How institutional investors are rethinking bonds and credit

This episode was recorded live at Finanzmesse 2025, Switzerland’s leading financial industry event. We thank our sponsors BCV, Zwei Wealth, Algebris, GAMA Asset Management, and Basler Kantonalbank for their valuable support.

🔗 Learn more and discover more episodes: www.finanz-ch.ch/podcast
🔗 Find out more about the speakers and sponsors: www.bcv.ch, www.zwei-wealth.ch, www.algebris.com, www.gama-am.com, www.bkb.ch