Ahead of the Curve
CIO Perspectives with Arif Husain: Global Fixed Income Insights
Get global fixed income insights from Arif Husain, Head of Global Fixed Income and CIO, with expert analysis on bond markets, strategy, and investment trends. Arif puts current events into perspective, going behind the headlines, challenging assumptions and assessing how fixed income markets worldwide will respond now and in the future. Sometimes contrarian, always informed and engaging, it’s a must-read.
Latest Article
The U.S. dollar: Near-term tailwinds, long-term headwinds
Near-term tailwinds may support the U.S. dollar, but longer-term structural pressures remain.
- Jun 2026 Fixed Income
Watch for more volatility as new Fed chair looks to make mark
- Mar 2026 Fixed Income
War-driven energy price spike increases risk of central bank policy errors
- Jan 2026 Fixed Income
Yields poised to increase as global competition for capital endures
- Dec 2025 Fixed Income
How China’s capacity cuts could have global macro implications
- Oct 2025 Fixed Income
Higher U.S. long-term yields, steeper curve: Why my thesis still holds
- Aug 2025 Fixed Income
Are structural spread changes concealing value in credit?
- Jul 2025 Fixed Income
Should we be more worried about U.S. growth or inflation? Or neither?
- Jun 2025 Fixed Income
U.S. dollar negatives to take precedence in longer run
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