T. ROWE PRICE INSIGHTS
Ahead of the Curve
Read the latest monthly insights from our Fixed Income CIO, Arif Husain
Our best ideas in this period of uncertainty
Global divergence trades
Relative value emerging across regions
Duration
Better entry points to tactically add but still underweight; remain globally diversified
Selective credit
Selectivity is key given tight spreads, but all-in yields remain attractive, prefer HY over IG
Inflation protection
Mitigate against rising price pressures
Adding U.S. dollar
Tactically adding amid extended positioning & growth outperformance
The views contained herein are those of Arif Husain as of 16 March 2026 and are subject to change without notice; these views may differ from those of other T. Rowe Price associates. It is not intended to be investment advice or a recommendation to take any particular investment action.
Read the latest insights
Jul 2026
Ahead of the Curve
The U.S. dollar: Near-term tailwinds, long-term headwinds
Key insights
- My view on the U.S. dollar remains negative over the longer term, although some shorter-term factors may support it into the U.S. midterm elections.
- The rates market offers a better way to express a short-term outlook for U.S. economic strength than overweight exposure to the U.S. dollar, in my view.
- The isolationist leanings of the Trump administration’s economic policies weigh on my long-term outlook for the U.S. dollar.
Jun 2026
Ahead of the Curve
Watch for more volatility as new Fed chair looks to make mark
Mar 2026
Ahead of the Curve
War-driven energy price spike increases risk of central bank policy errors
Jan 2026
Ahead of the Curve
Yields poised to increase as global competition for capital endures
Dec 2025
Ahead of the Curve
How China’s capacity cuts could have global macro implications
Oct 2025
Ahead of the Curve
Higher U.S. long-term yields, steeper curve: Why my thesis still holds
Aug 2025
Ahead of the Curve
Are structural spread changes concealing value in credit?
Jul 2025
Ahead of the Curve
Should we be more worried about U.S. growth or inflation? Or neither?
Jun 2025
Ahead of the Curve
U.S. dollar negatives to take precedence in longer run
May 2025
Ahead of the Curve
Tariffs add to a toxic combination for U.S. Treasuries
Mar 2025
Ahead of the Curve
A contrarian scenario comes true on remarkable German fiscal push
Feb 2025
Ahead of the Curve
Ahead of the Curve: How U.S. immigration changes could impact inflation and the Fed
Jan 2025
Ahead of the Curve
Ahead of the Curve: Consensus is totally consensus—a contrarian’s strategic scenarios
Be ahead of the curve and sign up to our monthly fixed income insights.
Our Fixed Income solutions
Over the past five decades, T. Rowe Price has been widely recognised for our Fixed Income capabilities and established track record.
T. Rowe Price Dynamic Global Bond Fund
Whenever the tide turns, make sure you have an anchor.
T. Rowe Price Global High Income Fund
Exciting companies. Compelling income.
Important Information
Available in Australia for Wholesale Clients only. Not for further distribution.
Equity Trustees Limited (“Equity Trustees”) (ABN: 46 004 031 298, AFSL: 240975), is the Responsible Entity for the T. Rowe Price Australian Unit Trusts ("the Fund"). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN: 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).
This material has been prepared by T. Rowe Price Australia Limited ("TRPAU") (ABN: 13 620 668 895, AFSL: 503741) to provide you with general information only. In preparing this information, we did not take into account the investment objectives, financial situation or particular needs of any particular person. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Neither TRPAU, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it.
Past performance is not a guarantee or a reliable indicator of future results. You should obtain a copy of the Product Disclosure Statement, which is available from Equity Trustees (www.eqt.com.au/insto) or TRPAU (www.troweprice.com.au), before making a decision about whether to invest in the Fund named in this material.
The Fund’s Target Market Determination is available here (www.eqt.com.au/trprice). It describes who this financial product is likely to be appropriate for (i.e. the target market), and any conditions around how the product can be distributed to investors. It also describes the events or circumstances where the Target Market Determination for this financial product may need to be reviewed.
5802031