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
Higher U.S. long-term yields, steeper curve: Why my thesis still holds
Explore why longer-maturity U.S. Treasury yields could still increase.
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
Mar 2025
From the Field
Where can investors find defensive assets in today’s evolving markets?
Feb 2025
From the Field
Ahead of the Curve: How U.S. immigration changes could impact inflation and the Fed
Jan 2025
From the Field
Ahead of the Curve: Consensus is totally consensus—a contrarian’s strategic scenarios
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As fixed income markets respond to rapid global change, our rolling Market Pulse offers comprehensive trend and news-flow analysis.
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