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January 2025 / GLOBAL FIXED INCOME

Ahead of the Curve


Previous Blogs

January 2025 / Fixed Income

Ahead of the Curve: Consensus is totally consensus—a contrarian’s strategic scenarios

Ahead of the Curve: Consensus is totally consensus—a contrarian’s strategic...

Ahead of the Curve: Consensus is totally...

Discover contrarian strategies that active fixed income managers can apply.

December 2024 / Fixed Income

Ahead of the Curve: The calm before the storm — The outlook for Treasury yields

Ahead of the Curve: The calm before the storm — The outlook for Treasury...

Ahead of the Curve: The calm before the storm...

Expect higher Treasury yields as fiscal policies evolve.

October 2024 / FIXED INCOME

Could a 5% 10-year Treasury yield be around the corner?

Could a 5% 10-year Treasury yield be around the corner?

Could a 5% 10-year Treasury yield be around...

Higher Treasury yields expected due to fiscal spending and Fed quantitative tightening.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

September 2024 / FIXED INCOME

Ahead of the Curve: The San Andreas fault of finance shakes the markets

Ahead of the Curve: The San Andreas fault of finance shakes the markets

Ahead of the Curve: The San Andreas fault...

Monetary tightening in Japan is rearranging global capital flows.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

July 2024 / FIXED INCOME

Ahead of the Curve “Shadow banking system” creates a trickier path for...

Ahead of the Curve “Shadow banking system” creates a trickier path for...

Ahead of the Curve “Shadow banking system”...

Rise in nonbank lending drives banks to shift risk exposure

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

May 2024 / FIXED INCOME

Three Fed scenarios, same result: higher yields, steeper curves

Three Fed scenarios, same result: higher yields, steeper curves

Three Fed scenarios, same result: higher...

Ignore the noise. Very little has actually changed.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO


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January 2025 / EQUITY

Higher rates and rising capex support international value stocks
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