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
Sep 2026
Ahead of the Curve
AI-related bonds could push Treasury yields up in funding arms race
Key insights
- As companies rush to bring bond issues to market to fund their AI-related spending, this new debt is competing with government bonds for investor demand.
- Supply and the repricing of duration risk are likely to pressure hyperscaler bonds well before conventional credit deterioration becomes an issue.
- We are finding opportunities away from straightforward long-dated unsecured hyperscaler bonds, such as in investment-grade data center financings.
Jul 2026
Fixed Income
The U.S. dollar: Near-term tailwinds, long-term headwinds
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
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
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 Global Government Bond High Quality Strategy
This strategy seeks attractive risk-adjusted returns across global bond markets, supported by an extensive macroeconomic research process.
T. Rowe Price Dynamic Global Bond Core Strategy
The strategy comprises portfolios that seek to provide positive absolute return by investing primarily in an actively managed global portfolio of fixed income securities.
T. Rowe Price Global High Income Bond Strategy
The strategy seeks high current income and capital appreciation primarily through the investment in global fixed income securities rated below investment grade (BB or below).
T. Rowe Price Emerging Markets Corporate Bond Strategy
The strategy is comprised of portfolios seeking current income and capital appreciation primarily through investment in a broader universe of fixed income corporate debt securities and quasi-sovereign debt securities issued by companies associated with emerging/ developing countries.
T. Rowe Price Global Investment Grade Corporate Bond Strategy
The strategy seeks a high level of income with capital appreciation primarily through investment grade corporate bonds issued by companies across the globe.
T. Rowe Price Asia Credit Bond Strategy
The strategy is comprised of portfolios seeking current income and capital appreciation primarily through investment in a broader universe of fixed income corporate debt securities sovereign and quasi-sovereign debt securities issued by companies associated with Asian countries (excluding Japan).
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