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
Watch for more volatility as new Fed chair looks to make mark
A new Federal Reserve era could reshape markets and lead to higher volatility across asset classes.
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
May 2025
Fixed Income
Tariffs add to a toxic combination for U.S. Treasuries
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