Northstar BCI Income Fund – Q1 2026 – Rates Repriced

Q1 2026 saw a sharp shift in fixed income markets.What started as a supportive environment quickly turned, as inflation concerns and geopolitical risks re-emerged, forcing a repricing of interest rate expectations. In this update, Sebastian Holzbach talks with Refiloe Modise and explores how the fund was positioned defensively and where we are finding value. In fixed income, discipline matters most when conditions change.