A View from Global Fixed Income

Read the latest monthly insights from our Fixed Income CIO, Arif Husain

MARCH 2024

Current market inflation expectations are ridiculous

I think core inflation will reaccelerate after falling to around 2%

Previous blogs

February 2024 / INVESTMENT INSIGHTS

Central bank rate-cut pricing is eye-catching but deceiving

Central bank rate-cut pricing is eye-catching...

The large number of priced-in 2024 rate cuts is an average of expectations across...

By Arif Husain

Arif Husain Head of Fixed Income and Chief Investment Officer, Fixed Income

January 2024 / INVESTMENT INSIGHTS

Attractive yields but narrow spreads: The credit dilemma

Attractive yields but narrow spreads: The...

By Arif Husain

Arif Husain Head of International Fixed Income and Chief Investment Officer, Fixed Income

November 2023 / GLOBAL FIXED INCOME

Avoiding false signals in wait for peak U.S. Treasury yields

Avoiding false signals in wait for peak U.S....

A framework can be useful for evaluating whether U.S. Treasury yields have peaked.

By Arif Husain

Arif Husain Head of International Fixed Income and Chief Investment Officer, Fixed Income

October 2023 / GLOBAL FIXED INCOME

Government Bond Issuance Boom to Pressure Yields Higher

Government Bond Issuance Boom to Pressure...

A flood of new global sovereign debt will affect market dynamics.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

September 2023 / GLOBAL FIXED INCOME

The Fairy Tale of a Soft Landing

The consensus view shift toward a mild downturn looks misplaced.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

August 2023 / GLOBAL FIXED INCOME

The Four US Treasury Yield Phases of a Fed Tightening Cycle

The Four US Treasury Yield Phases of a Fed...

Portfolio managers collaborate to help shape duration positioning

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

July 2023 / GLOBAL FIXED INCOME

Central Banks Step Into Potential Policy Error Territory

Central Banks Step Into Potential Policy...

Hawkish stances risk overtightening and causing recession.

By Arif Husain

Arif Husain Head of Global Fixed Income and CIO

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