Learn how geopolitics, inflation, AI and fiscal policy are converging to reshape borrowing costs.
Event date and time: 7 October 2026 — 18:00 TO 19:00 BST
Event location: Hybrid — Chatham House and Online
Event video
— Learn how geopolitics, inflation, AI and fiscal policy are converging to reshape borrowing costs.
Global bond yields have risen sharply this year thanks to a variety of forces, including war-fuelled inflation, AI-driven growth, loose fiscal policy and geopolitical risk. Recent interventions have struggled to contain market pressure, sharpening questions about where we may be headed. Is a new financial crisis possible?
This event discusses:
What are rising yields signalling about inflation, global growth and government debt burdens?
Why have recent interventions struggled to contain pressure in bond markets?
How is conflict in the Middle East affecting inflation expectations and borrowing costs?
What does AI-driven economic activity mean for interest rates and asset prices?
How are loose fiscal policies changing sovereign debt risks?
Could weaker demand for AI compute trigger a wider market correction?
Co-Global Chief Investment Officer, Multi Asset, Neuberger Berman
Christian Kopf
Chief Investment Officer, Fixed Income and Currencies, Union Investment
Toby Nangle
Alphaville Reporter, Financial Times
Event format and who can attend
Panel sessions bring together several renowned speakers with different perspectives on an issue, offering the audience a thought-provoking discussion that thoroughly analyses a topic from many angles. They are held in our Joseph Gaggero Hall and on the record.
Members and guests get priority access, with places available to those who register their interest.
By registering for this event, attendees agree to our code of conduct, ensuring a respectful, inclusive, and welcoming space for diverse perspectives and debate.
Get priority access to Chatham House events
Join our global community and get priority access to events in London and online, where you can hear from the people and experts shaping international affairs and add your voice to the debate.