Ahead of the Curve: Are bond markets approaching an inflection point?
Fixed income has entered 2026 from a position of strength — but the environment is becoming more challenging.
Watch our senior fixed income leaders for Ahead of the Curve, our bi-annual webinar series, as they discuss whether these forces signal an inflection point for fixed income — and what it could mean for portfolio construction.
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- Event Takeaways
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- Rising government debt, diverse global monetary policy, record corporate bond issuance, and shifting geopolitical dynamics are reshaping the outlook. With the rate-cutting cycle nearing completion, focus is turning to nominated Fed Chair Kevin Warsh and the implications for inflation, monetary policy, and the US dollar.
- At the same time, accelerating capital expenditure in areas such as artificial intelligence and defence raises critical questions about the durability of growth. Credit markets have remained resilient, yet tightening spreads and rising refinancing needs are testing how long this resilience can last. And will emerging markets continue to offer diversified yield opportunities?
Speakers
Arif Husain is the head of Global Fixed Income and chief investment officer of the Fixed Income Division. He is chairman of the Fixed Income Steering Committee and a member of the firm’s Management Committee. Arif is lead portfolio manager for the Global Government Bond High Quality Strategy and the Global Government Bond Ex-Japan Strategy. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.
Adam Marden is a co-portfolio manager for the Global Government High Quality Strategies, Dynamic Global Bond Strategies, and the Global Multi-Sector ETF in the Fixed Income Division. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
Amanda Stitt is a portfolio specialist in the Fixed Income Division. She is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price International Ltd.
Rob Larkins is the head of quantitative portfolio management in the Fixed Income Division. Rob is the lead portfolio manager of the firm’s suite of bond index strategies, overseeing the QM US Aggregate Bond Index Strategy, the QM US Enhanced Aggregate Bond Strategy, and numerous custom bond index mandates, including liability-driven investment portfolios tailored to meet specific client needs. He also is the lead portfolio manager of the US Long Duration Credit Strategy and a member of the Core/Core Plus Portfolio Strategy team. Rob co-manages the US Treasury Intermediate-Term Bond Index, US Treasury Long-Term Bond Index, US Inflation Protected Bond, US Short-Term Inflation Bond Index, and US Short-Term Inflation Focused Bond Strategies. Rob is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price Trust Company.