Barbell strategy, cash and long duration: How to build a bond portfolio for 2026, Siddharth Chaudhary decodes

As 2026 approaches, fixed income investors face nuanced challenges with slowing rate cuts. Siddharth Chaudhary of Bajaj Finserv AMC advocates a barbell strategy, balancing cash for flexibility with selective long-duration bonds. Attractive term premiums, evolving RBI liquidity, and INR stability shape bond market opportunities, with potential for spread compression amid managed volatility.