Global inflation-linked bonds rise in 2026 and draw record ETF inflows
Updated
Updated · Bloomberg · May 7
Global inflation-linked bonds rise in 2026 and draw record ETF inflows
2 articles · Updated · Bloomberg · May 7
A Bloomberg gauge of the asset class has gained 2%, topping 24 major fixed-income indexes, while BlackRock's $15 billion US TIPS ETF logged its biggest monthly inflows since 2021.
The rally suggests investors are again seeking inflation protection, but unlike the 2022 oil-shock episode triggered by war, this year's move has so far delivered positive returns.
Strong demand for linkers highlights renewed concern that higher energy prices could feed through to consumer prices and reshape fixed-income allocations globally.
If Middle East tensions ease, could popular inflation-linked bonds become tomorrow's biggest losers?
Beyond bonds, what overlooked assets offer the best protection against this new era of stagflation?
With central banks holding rates steady, are inflation-linked bonds the only safe harbor for investors?