The New Capital Cycle: AI, Capex, and the Bond Market Boom
04/21/2026
11:30 – Doors Open
12:00 – Lunch Begins
The Charlotte City Club
121 W Trade St. 31st Floor
Charlotte, NC 28202
Join the Charlotte Economics Club for an in-depth conversation with Guy LeBas, Chief Fixed Income Strategist and Head of Fixed Income for Janney Capital Management, as he explores the forces reshaping today’s capital markets.
As Janney’s Chief Fixed Income Strategist, Guy provides direction to the firm’s clients on the macroeconomic, interest rate, and bond market investing climate. He authors widely followed bond market research and oversees discretionarily managed bond portfolios designed to generate consistent income across varying rate environments. Earlier in his career, he served as Interest Rate Risk Manager for U.S. Trust, overseeing risk and return on $20 billion of bank assets and derivatives.
A frequent guest on CNBC, Bloomberg TV, and Fox Business News, and a regular speaker at financial industry conferences, Guy brings both analytical depth and real-world portfolio management experience to this timely discussion.
